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Lbj Family Wealth Advisors, Ltd. Top Holdings and 13F Report (2026)

About Lbj Family Wealth Advisors, Ltd.

Investment Activity

  • Lbj Family Wealth Advisors, Ltd. has $195.86 thousand in total holdings as of September 30, 2026.
  • Lbj Family Wealth Advisors, Ltd. owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 0.74% of the portfolio was purchased this quarter.
  • About 0.39% of the portfolio was sold this quarter.
  • This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 28 new stocks and bought additional shares in 14 stocks.
  • Lbj Family Wealth Advisors, Ltd. sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

595112103 - Micron Technology
$358 Holding

Largest Purchases this Quarter

Micron Technology
336 shares (about $358.00)
iShares Russell Mid-Cap Growth ETF
2,147 shares (about $295.59)
iShares Russell Mid-Cap Value ETF
979 shares (about $157.37)
iShares Russell 1000 Value ETF
461 shares (about $114.29)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
1,011 shares (about $378.57)
iShares Russell 1000 Growth ETF
1,487 shares (about $186.26)
iShares Russell 2000 Value ETF
382 shares (about $80.01)
iShares MSCI EAFE ETF
502 shares (about $52.16)
iShares Russell 2000 Growth ETF
97 shares (about $34.62)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLbj Family Wealth Advisors, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$46,960$186 ▼-0.4%374,89924.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$38,577$114 ▲0.3%155,59819.7%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$20,228$157 ▲0.8%125,84110.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$18,233$296 ▲1.6%132,4349.3%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$12,510$80 ▼-0.6%59,7286.4%ETF
SPDR FTSE International Government Inflation-Protected Bond ETF stock logo
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
$9,753$208 ▲2.2%255,6525.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$8,660$35 ▼-0.4%24,2644.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,897$52 ▼-0.8%66,3833.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,718$92 ▲1.4%113,2743.4%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,5530.0%21,8331.8%Energy
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$3,293$71 ▲2.2%30,2921.7%ETF
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$2,685$32 ▲1.2%14,5361.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,678$1 ▲0.0%29,8781.4%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,983$26 ▼-1.3%29,6891.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,943$3 ▲0.2%4,6701.0%ETF
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$1,915$28 ▲1.5%7,3501.0%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,899$78 ▲4.3%14,7301.0%ETF
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
$1,594$13 ▼-0.8%17,1380.8%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,105$379 ▼-25.5%2,9510.6%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$752$2 ▲0.2%10,4950.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$581$1 ▲0.1%1,1330.3%Technology
Shattuck Labs, Inc. stock logo
STTK
Shattuck Labs
$5600.0%82,1770.3%Healthcare
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5520.0%6,5020.3%ETF
Apple Inc. stock logo
AAPL
Apple
$4060.0%1,2190.2%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3900.0%4,3230.2%ETF
CAMPBELL SOUP CO CAP USD0.0375
$369$0 ▲0.0%18,6120.2%common
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3640.0%1,5940.2%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$358$358 ▲New Holding3360.2%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3470.0%2,7610.2%ETF

Showing largest 100 holdings. View all holdings.
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