CIK 1601622
LBJ Family Wealth Advisors, Ltd.
Institutional 13F holdings & portfolio
Holdings
29
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–29 of 29
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETF | 98K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 161K | $1M+ | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 133K | $1M+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 126K | $1M+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 62K | $1M+ | SH |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 249K | $1M+ | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 25K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 67K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 115K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 30K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 22K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | 28K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | 14K | $1M+ | SH |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 32K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | 5K | $1M+ | SH |
| TCBI | TEXAS CAP BANCSHARES INC COM | 19K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 14K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 4K | $1M+ | SH |
| EZM | WISDOMTREE TR US MIDCAP FUND | 10K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| CPB | CAMPBELL SOUP CO CAP USD0.0375 | 19K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 7K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 720 | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| STTK | SHATTUCK LABS INC COM | 82K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD INF TECH ETF | 345 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |