Institutional Manager · CIK 0001601622
LBJ Family Wealth Advisors, Ltd.
AUSTIN, TX · File #028-16100
Latest AUM
$181,823
Positions
29
Top-10 Concentration
88.3%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202529 pos · $181,823
- 13F COMBINATION REPORTQ/E Sep 202529 pos · $183,401
- 13F COMBINATION REPORTQ/E Jun 202527 pos · $171,905
- 13F COMBINATION REPORTQ/E Mar 202528 pos · $156,637
- 13F COMBINATION REPORT (Amended)Q/E Mar 202528 pos · $168,524
- 13F COMBINATION REPORT (Amended)Q/E Mar 202528 pos · $159,146
- 13F COMBINATION REPORT (Amended)Q/E Mar 202529 pos · $167,740
- 13F COMBINATION REPORTQ/E Dec 202429 pos · $159,146
- 13F COMBINATION REPORTQ/E Sep 202428 pos · $168,524
- 13F COMBINATION REPORTQ/E Jun 202428 pos · $159,146
- 13F COMBINATION REPORTQ/E Mar 202423 pos · $157,409
- 13F COMBINATION REPORTQ/E Dec 202322 pos · $133,271
- 13F COMBINATION REPORTQ/E Sep 202324 pos · $144,010
- 13F COMBINATION REPORTQ/E Jun 202323 pos · $142,532
- 13F COMBINATION REPORTQ/E Mar 202322 pos · $133,962
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |