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 68.55% of LBJ Family Wealth Advisors's stock portfolio.
  • Added to shares of these 9 stocks: VTWG, VONV, VONG, WIP, IWB, VTWV, EZM, VNQ, CPB.
  • Reduced shares in these 10 stocks: IWF, IWD, IWN, IWO, BX, IWP, TCBI, EEM, VWO, IWS.
  • Sold out of its position in BX.
  • LBJ Family Wealth Advisors was a net seller of stock by $-3.0M.
  • LBJ Family Wealth Advisors has $171M in assets under management (AUM), dropping by -6.16%.
  • 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 March 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) 22.7 $39M -3% 94k 410.91
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Ishares Russell 1000 Value Etf Etf (IWD) 19.3 $33M -2% 157k 209.42
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Ishares Russell Mid-cap Value Etf Etf (IWS) 10.5 $18M 126k 142.28
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 9.5 $16M 132k 123.62
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Ishares Russell 2000 Value Etf Etf (IWN) 6.6 $11M -2% 61k 184.83
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Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.7 $9.7M 249k 38.98
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Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.3 $7.4M -3% 25k 301.00
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Ishares Msci Eafe Etf Etf (EFA) 3.7 $6.3M 67k 94.07
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Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.5 $6.0M 115k 52.42
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Exxon Mobil Corp common (XOM) 2.2 $3.7M 22k 171.48
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Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.6 $2.7M +4% 30k 91.82
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Vanguard Real Estate Etf Etf (VNQ) 1.5 $2.6M 30k 87.32
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Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.4 $2.4M 15k 162.91
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Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 1.0 $1.7M -4% 30k 54.75
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Texas Cap Bancshares common (TCBI) 1.0 $1.6M -5% 18k 92.73
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Ishares Russell 1000 Index Fund Etf (IWB) 0.9 $1.6M 4.7k 346.72
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Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.9 $1.6M +17% 7.2k 219.57
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Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.9 $1.5M +2% 14k 105.74
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Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.7 $1.2M 4.0k 311.71
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Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $684k 10k 65.48
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Shattuck Labs common (STTK) 0.3 $490k 82k 5.96
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Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $485k 6.5k 74.59
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Campbell Soup Co Cap Usd0.0375 common (CPB) 0.2 $413k 19k 22.20
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Microsoft Corp common (MSFT) 0.2 $406k 1.1k 358.66
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Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $303k 720.00 420.83
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Apple common (AAPL) 0.2 $300k 1.2k 246.31
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Nvidia Corporation common (NVDA) 0.2 $263k 1.6k 165.20
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Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $231k 345.00 669.57
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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