LBJ Family Wealth Advisors

LBJ Family Wealth Advisors as of June 30, 2025

Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 27 positions in its portfolio as reported in the June 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) 25.2 $43M 102k 424.58
Ishares Russell 1000 Value Etf Etf (IWD) 18.6 $32M 165k 194.23
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 11.0 $19M 136k 138.68
Ishares Russell Mid-cap Value Etf Etf (IWS) 9.7 $17M 127k 132.14
Ishares Russell 2000 Value Etf Etf (IWN) 5.7 $9.9M 63k 157.76
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.6 $9.7M 242k 39.88
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.3 $7.4M 26k 285.88
Ishares Msci Eafe Etf Etf (EFA) 4.0 $6.9M 78k 89.39
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.4 $5.9M 119k 49.46
Vanguard Real Estate Etf Etf (VNQ) 1.5 $2.7M 30k 89.06
Exxon Mobil Corp common (XOM) 1.4 $2.4M 22k 107.82
Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.3 $2.3M 27k 85.21
Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.0 $1.7M 13k 139.07
Ishares Russell 1000 Index Fund Etf (IWB) 0.9 $1.6M 4.6k 339.60
Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 0.9 $1.6M 32k 48.25
Texas Cap Bancshares common (TCBI) 0.9 $1.5M 19k 79.40
Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.5M 4.9k 303.90
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.8 $1.4M 13k 109.17
Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.7 $1.2M 5.6k 208.39
Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $667k 11k 61.79
Microsoft Corp common (MSFT) 0.4 $664k 1.3k 497.38
Campbell Soup Co Cap Usd0.0375 common (CPB) 0.3 $570k 19k 30.65
Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $449k 6.5k 69.06
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $316k 720.00 438.89
Blackstone common (BX) 0.2 $293k 2.0k 149.64
Vanguard World Fd Inf Tech Etf Etf (VGT) 0.2 $268k 404.00 663.37
Nvidia Corporation common (NVDA) 0.1 $251k 1.6k 157.66