LBJ Family Wealth Advisors

Latest statistics and disclosures from LBJ Family Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWF, IWD, IWP, IWS, IWN, and represent 69.99% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTWV, AAPL, STTK, WIP, VONV, VTWG, VONG, IWB, EZM, VNQ.
  • Started 2 new stock positions in AAPL, STTK.
  • Reduced shares in these 9 stocks: IWP, IWF, IWS, IWD, IWO, IWN, TCBI, EFA, VWO.
  • LBJ Family Wealth Advisors was a net seller of stock by $-325k.
  • LBJ Family Wealth Advisors has $183M in assets under management (AUM), dropping by 6.69%.
  • Central Index Key (CIK): 0001601622

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Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 25.8 $47M 101k 468.41
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Ishares Russell 1000 Value Etf Etf (IWD) 18.2 $33M 164k 203.59
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 10.3 $19M -2% 133k 142.41
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Ishares Russell Mid-cap Value Etf Etf (IWS) 9.6 $18M 126k 139.67
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Ishares Russell 2000 Value Etf Etf (IWN) 6.0 $11M 62k 176.80
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Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.3 $9.7M 246k 39.21
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Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.5 $8.2M 26k 320.03
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Ishares Msci Eafe Etf Etf (EFA) 3.9 $7.2M 77k 93.37
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Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.5 $6.4M 119k 54.18
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Vanguard Real Estate Etf Etf (VNQ) 1.5 $2.7M 30k 91.41
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Exxon Mobil Corp common (XOM) 1.3 $2.5M 22k 112.77
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Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.3 $2.4M 27k 89.37
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Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.2 $2.2M +12% 14k 155.87
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Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 0.9 $1.7M 32k 53.41
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Ishares Russell 1000 Index Fund Etf (IWB) 0.9 $1.7M 4.6k 365.40
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Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.9 $1.6M +2% 13k 120.52
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Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.6M 4.9k 328.13
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Texas Cap Bancshares common (TCBI) 0.9 $1.6M 19k 84.52
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Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.7 $1.3M +2% 5.8k 233.82
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Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $713k 11k 65.87
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Microsoft Corp common (MSFT) 0.4 $692k 1.3k 517.96
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Campbell Soup Co Cap Usd0.0375 common (CPB) 0.3 $587k 19k 31.56
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Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $478k 6.5k 73.52
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Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $346k 720.00 480.56
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Blackstone common (BX) 0.2 $335k 2.0k 170.92
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Vanguard World Fd Inf Tech Etf Etf (VGT) 0.2 $302k 404.00 747.52
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Nvidia Corporation common (NVDA) 0.2 $297k 1.6k 186.56
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Apple common (AAPL) 0.1 $234k NEW 917.00 255.18
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Shattuck Labs common (STTK) 0.1 $196k NEW 82k 2.39
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Past Filings by LBJ Family Wealth Advisors

SEC 13F filings are viewable for LBJ Family Wealth Advisors going back to 2013

View all past filings