Lbj Family Wealth Advisors, Ltd. Top Holdings and 13F Report (2026) About Lbj Family Wealth Advisors, Ltd.Investment ActivityLbj Family Wealth Advisors, Ltd. has $170.62 thousand in total holdings as of March 31, 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 0.24% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 29 new stocks and bought additional shares in 9 stocks.Lbj Family Wealth Advisors, Ltd. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 Growth ETF $38,771iShares Russell 1000 Value ETF $32,871iShares Russell Mid-Cap Value ETF $17,870iShares Russell Mid-Cap Growth ETF $16,259iShares Russell 2000 Value ETF $11,191 Largest Purchases this Quarter Vanguard Russell 2000 Growth ETF 1,092 shares (about $239.77)Vanguard Russell 1000 Value ETF 1,334 shares (about $122.49)Vanguard Russell 1000 Growth ETF 305 shares (about $32.25)SPDR FTSE International Government Inflation-Protected Bond ETF 330 shares (about $12.86)iShares Russell 1000 ETF 9 shares (about $3.12) Largest Sales this Quarter iShares Russell 1000 Growth ETF 3,534 shares (about $1.45K)iShares Russell 1000 Value ETF 3,588 shares (about $751.39)iShares Russell 2000 Value ETF 1,579 shares (about $291.84)iShares Russell 2000 Growth ETF 865 shares (about $260.37)iShares Russell Mid-Cap Growth ETF 1,445 shares (about $178.64) Sector Allocation Over TimeMap of 500 Largest Holdings ofLbj Family Wealth Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$38,771$1,452 ▼-3.6%94,35422.7%ETFIWDiShares Russell 1000 Value ETF$32,871$751 ▼-2.2%156,96419.3%ETFIWSiShares Russell Mid-Cap Value ETF$17,870$13 ▼-0.1%125,59410.5%ETFIWPiShares Russell Mid-Cap Growth ETF$16,259$179 ▼-1.1%131,5219.5%ETFIWNiShares Russell 2000 Value ETF$11,191$292 ▼-2.5%60,5486.6%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$9,721$13 ▲0.1%249,3805.7%ETFIWOiShares Russell 2000 Growth ETF$7,401$260 ▼-3.4%24,5884.3%ETFEFAiShares MSCI EAFE ETF$6,3240.0%67,2263.7%FinanceVWOVanguard FTSE Emerging Markets ETF$6,007$37 ▼-0.6%114,5863.5%ETFXOMExxonMobil$3,7440.0%21,8332.2%EnergyVONVVanguard Russell 1000 Value ETF$2,723$122 ▲4.7%29,6561.6%ETFVNQVanguard Real Estate ETF$2,608$0 ▲0.0%29,8671.5%ETFVTWVVanguard Russell 2000 Value ETF$2,354$2 ▲0.1%14,4501.4%ETFEEMiShares MSCI Emerging Markets ETF$1,659$87 ▼-5.0%30,3031.0%FinanceTCBITexas Capital Bancshares$1,621$95 ▼-5.5%17,4811.0%FinanceIWBiShares Russell 1000 ETF$1,614$3 ▲0.2%4,6550.9%ETFVTWGVanguard Russell 2000 Growth ETF$1,584$240 ▲17.8%7,2140.9%ETFVONGVanguard Russell 1000 Growth ETF$1,485$32 ▲2.2%14,0440.9%ETFVTIVanguard Total Stock Market ETF$1,2350.0%3,9620.7%ETFEZMWisdomTree U.S. MidCap Fund$684$1 ▲0.2%10,4460.4%FinanceSTTKShattuck Labs$4900.0%82,1770.3%MedicalVXUSVanguard Total International Stock ETF$4850.0%6,5020.3%ETFCAMPBELL SOUP CO CAP USD0.0375$413$0 ▲0.0%18,6060.2%commonMSFTMicrosoft$4060.0%1,1320.2%Computer and TechnologyVUGVanguard Growth ETF$3030.0%7200.2%ETFAAPLApple$3000.0%1,2180.2%Computer and TechnologyNVDANVIDIA$2630.0%1,5920.2%Computer and TechnologyVGTVanguard Information Technology ETF$2310.0%3450.1%ETFBXBlackstone$0$256 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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