Lbj Family Wealth Advisors, Ltd
$196M 13F equity value
28 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lbj Family Wealth Advisors, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETF | 376,386 | $46M | 23.4% |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 155,137 | $38M | 19.2% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 124,862 | $21M | 10.5% |
| IWP | ISHARES TR RUS MD CP GR ETF | 130,287 | $19M | 9.6% |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 60,110 | $13M | 6.8% |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 250,209 | $10M | 5.0% |
| IWO | ISHARES TR RUS 2000 GRW ETF | 24,361 | $10M | 4.8% |
| EFA | ISHARES MSCI EAFE ETF | 66,885 | $7M | 3.5% |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 111,715 | $7M | 3.4% |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | 29,639 | $3M | 1.6% |
Track Lbj Family Wealth Advisors, Ltd's 13F portfolio: $196M in reported holdings, 28 positions. Top holdings and quarterly changes on SentiSense.
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