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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 $196.13 thousand in total holdings as of June 30, 2026.
  • Lbj Family Wealth Advisors, Ltd. owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 17.87% of the portfolio was purchased this quarter.
  • About 0.61% of the portfolio was sold this quarter.
  • This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 28 new stocks and bought additional shares in 12 stocks.
  • Lbj Family Wealth Advisors, Ltd. sold shares of 11 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
282,032 shares (about $34.40K)
Vanguard Growth ETF
3,603 shares (about $305.88)
Vanguard Information Technology ETF
2,416 shares (about $281.76)
Vanguard Russell 1000 Growth ETF
80 shares (about $10.04)

Largest Sales this Quarter

iShares Russell 1000 Value ETF
1,827 shares (about $443.50)
iShares Russell Mid-Cap Growth ETF
1,234 shares (about $178.54)
Vanguard FTSE Emerging Markets ETF
2,871 shares (about $169.90)
iShares Russell Mid-Cap Value ETF
732 shares (about $120.73)
iShares Russell 2000 Value ETF
438 shares (about $96.92)

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
$45,912$34,403 â–²298.9%376,38623.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$37,659$443 â–¼-1.2%155,13719.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$20,593$121 â–¼-0.6%124,86210.5%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$18,850$179 â–¼-0.9%130,2879.6%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$13,301$97 â–¼-0.7%60,1106.8%ETF
SPDR FTSE International Government Inflation-Protected Bond ETF stock logo
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
$9,836$33 â–²0.3%250,2095.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$9,507$89 â–¼-0.9%24,3614.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,919$35 â–¼-0.5%66,8853.5%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,611$170 â–¼-2.5%111,7153.4%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$3,157$2 â–¼-0.1%29,6391.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,9710.0%21,8331.5%Energy
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,932$0 â–²0.0%29,8701.5%ETF
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$2,803$17 â–¼-0.6%14,3631.4%ETF
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$2,063$9 â–²0.4%7,2441.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,028$16 â–¼-0.8%30,0711.0%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,894$3 â–²0.2%4,6621.0%ETF
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
$1,774$21 â–¼-1.2%17,2750.9%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,773$10 â–²0.6%14,1240.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,4550.0%3,9620.7%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$790$2 â–²0.2%10,4710.4%Finance
Shattuck Labs, Inc. stock logo
STTK
Shattuck Labs
$5630.0%82,1770.3%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5520.0%6,5020.3%ETF
CAMPBELL SOUP CO CAP USD0.0375
$428$0 â–²0.0%18,6090.2%common
Microsoft Corporation stock logo
MSFT
Microsoft
$4170.0%1,1320.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$367$306 â–²500.4%4,3230.2%ETF
Apple Inc. stock logo
AAPL
Apple
$343$0 â–²0.1%1,2190.2%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$322$282 â–²700.3%2,7610.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$311$0 â–²0.1%1,5940.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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