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Faith Vincent

Lbj Family Wealth Advisors, Ltd.

Assets Managed
$196.131M
Holdings
28
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.96%(2Q avg: 4.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbj Family Wealth Advisors, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Lbj Family Wealth Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 196.131M in assets, with a quarterly growth rate of 14.96% and a 2-quarter average growth rate of 4.4%. The portfolio is managed by Faith Vincent, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 298.91%
23.41%
$45.912M
376,386 shares@ $121.99 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1.16%
19.21%
$37.659M
155,137 shares@ $242.75 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -0.58%
10.5%
$20.593M
124,862 shares@ $164.93 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -0.93%
9.62%
$18.85M
130,287 shares@ $144.69 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
Decreased -0.72%
6.79%
$13.301M
60,110 shares@ $221.28 avg price
WIP
Spdr Ftse International Gove
Recent Activity
Increased 0.34%
5.02%
$9.836M
250,209 shares@ $39.32 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Decreased -0.92%
4.85%
$9.507M
24,361 shares@ $390.26 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.5%
3.53%
$6.919M
66,885 shares@ $103.45 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -2.5%
3.38%
$6.611M
111,715 shares@ $59.18 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -0.05%
1.61%
$3.157M
29,639 shares@ $106.52 avg price

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