LBJ Family Wealth Advisors, Ltd.

Est. AUM

$170.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR RUS 1000 GRW ETF	ETF	$38.8M	94354	22.72%	SOLE
2	ISHARES RUSSELL 1000 VALUE ETF	ETF	$32.9M	156964	19.27%	SOLE
3	ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$17.9M	125594	10.47%	SOLE
4	ISHARES TR RUS MD CP GR ETF	ETF	$16.3M	131521	9.53%	SOLE
5	ISHARES RUSSELL 2000 VALUE ETF	ETF	$11.2M	60548	6.56%	SOLE
6	SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF	ETF	$9.7M	249380	5.70%	SOLE
7	ISHARES TR RUS 2000 GRW ETF	ETF	$7.4M	24588	4.34%	SOLE
8	ISHARES MSCI EAFE ETF	ETF	$6.3M	67226	3.71%	SOLE
9	VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF	ETF	$6.0M	114586	3.52%	SOLE
10	EXXON MOBIL CORP COM	common	$3.7M	21833	2.19%	SOLE
11	VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF	ETF	$2.7M	29656	1.60%	SOLE
12	VANGUARD REAL ESTATE ETF	ETF	$2.6M	29867	1.53%	SOLE
13	VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS	ETF	$2.4M	14450	1.38%	SOLE
14	ISHARES TRUST MSCI EMG MKTS ETF USD DIS	ETF	$1.7M	30303	0.97%	SOLE
15	TEXAS CAP BANCSHARES INC COM	common	$1.6M	17481	0.95%	SOLE
16	ISHARES RUSSELL 1000 INDEX FUND	ETF	$1.6M	4655	0.95%	SOLE
17	VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS	ETF	$1.6M	7214	0.93%	SOLE
18	VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF	ETF	$1.5M	14044	0.87%	SOLE
19	VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	ETF	$1.2M	3962	0.72%	SOLE
20	WISDOMTREE TR US MIDCAP FUND	ETF	$684K	10446	0.40%	SOLE
21	SHATTUCK LABS INC COM	common	$490K	82177	0.29%	SOLE
22	VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	ETF	$485K	6502	0.28%	SOLE
23	CAMPBELL SOUP CO CAP USD0.0375	common	$413K	18606	0.24%	SOLE
24	MICROSOFT CORP	common	$406K	1132	0.24%	SOLE
25	VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS	ETF	$303K	720	0.18%	SOLE
26	APPLE INC	common	$300K	1218	0.18%	SOLE
27	NVIDIA CORPORATION COM	common	$263K	1592	0.15%	SOLE
28	VANGUARD WORLD FD INF TECH ETF	ETF	$231K	345	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.