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, IWS, IWP, IWN, and represent 69.50% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWF (+$34M), VUG, VGT, WIP, VONG, VTWG, IWB, EZM, NVDA, VNQ.
  • Reduced shares in these 10 stocks: IWD, IWP, VWO, IWS, IWN, IWO, EFA, TCBI, VTWV, EEM.
  • LBJ Family Wealth Advisors was a net buyer of stock by $34M.
  • LBJ Family Wealth Advisors has $196M in assets under management (AUM), dropping by 14.95%.
  • Central Index Key (CIK): 0001601622

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Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 23.4 $46M +298% 376k 121.98
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Ishares Russell 1000 Value Etf Etf (IWD) 19.2 $38M 155k 242.75
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Ishares Russell Mid-cap Value Etf Etf (IWS) 10.5 $21M 125k 164.93
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 9.6 $19M 130k 144.68
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Ishares Russell 2000 Value Etf Etf (IWN) 6.8 $13M 60k 221.28
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Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.0 $9.8M 250k 39.31
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Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.8 $9.5M 24k 390.25
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Ishares Msci Eafe Etf Etf (EFA) 3.5 $6.9M 67k 103.45
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Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.4 $6.6M -2% 112k 59.18
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Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.6 $3.2M 30k 106.52
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Exxon Mobil Corp common (XOM) 1.5 $3.0M 22k 136.08
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Vanguard Real Estate Etf Etf (VNQ) 1.5 $2.9M 30k 98.16
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Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.4 $2.8M 14k 195.15
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Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 1.1 $2.1M 7.2k 284.79
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Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 1.0 $2.0M 30k 67.44
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Ishares Russell 1000 Index Fund Etf (IWB) 1.0 $1.9M 4.7k 406.26
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Texas Cap Bancshares common (TCBI) 0.9 $1.8M 17k 102.69
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Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.9 $1.8M 14k 125.53
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Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.7 $1.5M 4.0k 367.24
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Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $790k 11k 75.45
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Shattuck Labs common (STTK) 0.3 $563k 82k 6.85
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Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $552k 6.5k 84.90
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Campbell Soup Co Cap Usd0.0375 common (CPB) 0.2 $428k 19k 23.00
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Microsoft Corp common (MSFT) 0.2 $417k 1.1k 368.37
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Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $367k +500% 4.3k 84.89
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Apple common (AAPL) 0.2 $343k 1.2k 281.38
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Vanguard World Fd Inf Tech Etf Etf (VGT) 0.2 $322k +700% 2.8k 116.62
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Nvidia Corporation common (NVDA) 0.2 $311k 1.6k 195.11
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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