Institutions / LBJ Family Wealth Advisors, Ltd.
LBJ Family Wealth Advisors, Ltd.
CIK 1601622 · Institution · as of Dec 31, 2025
Portfolio value
$181.8K
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr Rus 1000 Grw ETF | $46.3K | 25.5% |
| iShares Russell 1000 Value ETF | $33.8K | 18.6% |
| iShares Tr Rus Md Cp Gr ETF | $18.2K | 10.0% |
| iShares Russell Mid-Cap Value ETF | $17.7K | 9.8% |
| iShares Russell 2000 Value ETF | $11.3K | 6.2% |
| SPDR Ftse International Government Inflation-Protected Bond ETF | $9.8K | 5.4% |
| iShares Tr Rus 2000 Grw ETF | $8.2K | 4.5% |
| iShares MSCI Eafe ETF | $6.5K | 3.6% |
| Vanguard Intl Equity Index Fds Ftse Emr Mkt ETF | $6.2K | 3.4% |
| Vanguard Real Estate ETF | $2.6K | 1.5% |
| Exxon Mobil Corp | $2.6K | 1.4% |
| Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd ETF | $2.6K | 1.4% |
| Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd ETF Shs | $2.3K | 1.3% |
| iShares Trust MSCI Emg Mkts ETF Usd Dis | $1.7K | 1.0% |
| iShares Russell 1000 Index Fund | $1.7K | 1.0% |
| Texas Capital Bancshares INC/TX | $1.7K | 0.9% |
| Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd ETF | $1.7K | 0.9% |
| Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx ETF Shs | $1.4K | 0.8% |
| Vanguard Index Fds Vanguard Total Stk Mkt ETF | $1.3K | 0.7% |
| WisdomTree Tr US Midcap Fund | $696 | 0.4% |
| Microsoft Corp | $547 | 0.3% |
| CAMPBELL'S Co | $518 | 0.3% |
| Vanguard Total International Stock Index Fund | $491 | 0.3% |
| Vanguard Index Fds Vanguard Growth ETF Formerly Vanguard Index Tr Vipers | $351 | 0.2% |
| Apple Inc. | $331 | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.