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 70.01% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VONV, WIP, VTWG, AAPL, VTWV, VONG, IWS, IWB, VNQ, CPB.
  • Reduced shares in these 10 stocks: IWF, EFA, IWD, VTI, VWO, MSFT, BX, VGT, IWO, IWP.
  • LBJ Family Wealth Advisors was a net seller of stock by $-3.6M.
  • LBJ Family Wealth Advisors has $182M in assets under management (AUM), dropping by -0.86%.
  • 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 December 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) 25.5 $46M -3% 98k 473.31
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Ishares Russell 1000 Value Etf Etf (IWD) 18.6 $34M -2% 161k 210.34
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 10.0 $18M 133k 136.94
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Ishares Russell Mid-cap Value Etf Etf (IWS) 9.8 $18M 126k 141.05
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Ishares Russell 2000 Value Etf Etf (IWN) 6.2 $11M 62k 181.21
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Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.4 $9.8M 249k 39.39
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Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.5 $8.2M 26k 323.03
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Ishares Msci Eafe Etf Etf (EFA) 3.6 $6.5M -13% 67k 96.03
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Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.4 $6.2M -2% 115k 53.76
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Vanguard Real Estate Etf Etf (VNQ) 1.5 $2.6M 30k 88.51
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Exxon Mobil Corp common (XOM) 1.4 $2.6M 22k 120.32
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Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.4 $2.6M +4% 28k 92.30
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Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.3 $2.3M +2% 14k 159.91
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Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 1.0 $1.7M 32k 54.72
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Ishares Russell 1000 Index Fund Etf (IWB) 1.0 $1.7M 4.6k 373.44
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Texas Cap Bancshares common (TCBI) 0.9 $1.7M 19k 90.52
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Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.9 $1.7M +2% 14k 121.77
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Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.8 $1.4M +6% 6.1k 236.03
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Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.7 $1.3M -18% 4.0k 335.18
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Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $696k -3% 10k 66.76
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Microsoft Corp common (MSFT) 0.3 $547k -15% 1.1k 483.22
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Campbell Soup Co Cap Usd0.0375 common (CPB) 0.3 $518k 19k 27.84
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Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $491k 6.5k 75.52
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Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $351k 720.00 487.50
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Apple common (AAPL) 0.2 $331k +32% 1.2k 271.76
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Shattuck Labs common (STTK) 0.2 $300k 82k 3.65
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Nvidia Corporation common (NVDA) 0.2 $297k 1.6k 186.56
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Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $260k -14% 345.00 753.62
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Blackstone common (BX) 0.1 $256k -15% 1.7k 154.22
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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