LBJ Family Wealth Advisors, Ltd.

Name: LBJ Family Wealth Advisors, Ltd. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001601622 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗

LBJ Family Wealth Advisors, Ltd. reported 28 positions worth $196.1K as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IWF (23.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$196.1K

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

87.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 28 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IWF	ISHARES TR RUS 1000 GRW ETF	SH	$45.9K	23.41%	376,386	—	—
▸ 2	IWD	ISHARES RUSSELL 1000 VALUE ETF	SH	$37.7K	19.20%	155,137	—	—
▸ 3	IWS	ISHARES RUSSELL MID-CAP VALUE ETF	SH	$20.6K	10.50%	124,862	—	—
▸ 4	IWP	ISHARES TR RUS MD CP GR ETF	SH	$18.9K	9.61%	130,287	—	—
▸ 5	IWN	ISHARES RUSSELL 2000 VALUE ETF	SH	$13.3K	6.78%	60,110	—	—
▸ 6	WIP	SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF	SH	$9.8K	5.01%	250,209	—	—
▸ 7	IWO	ISHARES TR RUS 2000 GRW ETF	SH	$9.5K	4.85%	24,361	—	—
▸ 8	EFA	ISHARES MSCI EAFE ETF	SH	$6.9K	3.53%	66,885	—	—
▸ 9	VWO	VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF	SH	$6.6K	3.37%	111,715	—	—
▸ 10	VONV	VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF	SH	$3.2K	1.61%	29,639	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LBJ Family Wealth Advisors, Ltd. hold as of Q2 2026?

LBJ Family Wealth Advisors, Ltd. reported 28 positions worth $196.1K in its Q2 2026 13F filing. Largest positions: IWF (23.4%), IWD (19.2%), IWS (10.5%), IWP (9.6%) and IWN (6.8%).

What did LBJ Family Wealth Advisors, Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LBJ Family Wealth Advisors, Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.