LBJ Family Wealth Advisors, Ltd. 13F Holdings
CIK 0001601622 · AUSTIN, TX
As of Sep 30, 2025, LBJ Family Wealth Advisors, Ltd. reported 29 positions worth
CIK 0001601622 · AUSTIN, TX
As of Sep 30, 2025, LBJ Family Wealth Advisors, Ltd. reported 29 positions worth
83.4K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 101,200 | $47.4K | 25.85% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 164,250 | $33.4K | 18.23% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 133,197 | 9.0K | 10.34% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 125,588 | 7.5K | 9.56% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 62,284 | 1.0K | 6.00% |
| SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | WIP | — | 246,427 | $9.7K | 5.27% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 25,566 | $8.2K | 4.46% |
| ISHARES MSCI EAFE ETF | EFA | — | 77,414 | $7.2K | 3.94% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 118,537 | $6.4K | 3.50% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 29,854 | $2.7K | 1.49% |
| EXXON MOBIL CORP | XOM | Energy | 21,833 | $2.5K | 1.34% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 26,979 | $2.4K | 1.31% |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | VTWV | — | 14,121 | $2.2K | 1.20% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 32,354 | .7K | 0.94% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 4,636 | .7K | 0.92% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 13,409 | .6K | 0.88% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,870 | .6K | 0.87% |
| TEXAS CAPITAL BANCSHARES INC | TCBI | Financial Services | 18,634 | .6K | 0.86% |
| VANGUARD SCOTTSDALE FDS | — | — | 5,765 | .3K | 0.74% |
| WISDOMTREE TR | — | — | 10,824 | $713.0 | 0.39% |
| MICROSOFT CORP | MSFT | Technology | 1,336 | $692.0 | 0.38% |
| CAMPBELL'S CO | CPB | Consumer Defensive | 18,602 | $587.0 | 0.32% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 6,502 | $478.0 | 0.26% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 720 | $346.0 | 0.19% |
| BLACKSTONE INC | BX | Financial Services | 1,960 | $335.0 | 0.18% |