13F COMBINATION REPORT
LBJ Family Wealth Advisors, Ltd.
Quarter ended Q4 2025 · Filed January 2, 2026 · Accession 0001601622-26-000001
Total Value
$181,823
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR RUS 1000 GRW ETF | 464287614 | 97,888 | $46,331 | 25.48% |
| 2 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 160,552 | $33,771 | 18.57% |
| 3 | ISHARES TR RUS MD CP GR ETF | 464287481 | 132,966 | $18,208 | 10.01% |
| 4 | ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | 125,683 | $17,728 | 9.75% |
| 5 | ISHARES RUSSELL 2000 VALUE ETF | 464287630 | 62,127 | $11,258 | 6.19% |
| 6 | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 78464A490 | 249,050 | $9,810 | 5.40% |
| 7 | ISHARES TR RUS 2000 GRW ETF | 464287648 | 25,453 | $8,222 | 4.52% |
| 8 | ISHARES MSCI EAFE ETF | 464287465 | 67,226 | $6,456 | 3.55% |
| 9 | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 922042858 | 115,294 | $6,198 | 3.41% |
| 10 | VANGUARD REAL ESTATE ETF | 922908553 | 29,862 | $2,643 | 1.45% |
| 11 | EXXON MOBIL CORP COM | XOM | 21,833 | $2,627 | 1.44% |
| 12 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | 92206C714 | 28,322 | $2,614 | 1.44% |
| 13 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | 92206C649 | 14,439 | $2,309 | 1.27% |
| 14 | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 464287234 | 31,892 | $1,745 | 0.96% |
| 15 | ISHARES RUSSELL 1000 INDEX FUND | 464287622 | 4,646 | $1,735 | 0.95% |
| 16 | TEXAS CAP BANCSHARES INC COM | 88224Q107 | 18,505 | $1,675 | 0.92% |
| 17 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 92206C680 | 13,739 | $1,673 | 0.92% |
| 18 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | 92206C623 | 6,122 | $1,445 | 0.79% |
| 19 | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 922908769 | 3,962 | $1,328 | 0.73% |
| 20 | WISDOMTREE TR US MIDCAP FUND | WT | 10,425 | $696 | 0.38% |
| 21 | MICROSOFT CORP | MSFT | 1,132 | $547 | 0.30% |
| 22 | CAMPBELL SOUP CO CAP USD0.0375 | CPB | 18,604 | $518 | 0.28% |
| 23 | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 921909768 | 6,502 | $491 | 0.27% |
| 24 | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 922908736 | 720 | $351 | 0.19% |
| 25 | APPLE INC | AAPL | 1,218 | $331 | 0.18% |
| 26 | SHATTUCK LABS INC COM | STTK | 82,177 | $300 | 0.16% |
| 27 | NVIDIA CORPORATION COM | NVDA | 1,592 | $297 | 0.16% |
| 28 | VANGUARD WORLD FD INF TECH ETF | 92204A702 | 345 | $260 | 0.14% |
| 29 | BLACKSTONE INC | BX | 1,660 | $256 | 0.14% |