LBJ Family Wealth Advisors, Ltd.
Q3 2026 13F filing
Updated 35 days ago29 disclosed positions worth $195.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR RUS 1000 GRW ETF | $47M | 374.9K | 23.98% | Trimmed(-0.4%) |
| 2 | E ISHARES RUSSELL 1000 VALUE ETF | $38.6M | 155.6K | 19.70% | Added(+0.3%) |
| 3 | E ISHARES RUSSELL MID-CAP VALUE ETF | $20.2M | 125.8K | 10.33% | Added(+0.8%) |
| 4 | E ISHARES TR RUS MD CP GR ETF | $18.2M | 132.4K | 9.31% | Added(+1.6%) |
| 5 | E ISHARES RUSSELL 2000 VALUE ETF | $12.5M | 59.7K | 6.39% | Trimmed(-0.6%) |
| 6 | S SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $9.8M | 255.7K | 4.98% | Added(+2.2%) |
| 7 | E ISHARES TR RUS 2000 GRW ETF | $8.7M | 24.3K | 4.42% | Trimmed(-0.4%) |
| 8 | E ISHARES MSCI EAFE ETF | $6.9M | 66.4K | 3.52% | Trimmed(-0.8%) |
| 9 | V VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $6.7M | 113.3K | 3.43% | Added(+1.4%) |
| 10 | X EXXON MOBIL CORP COM | $3.6M | 21.8K | 1.81% | Unchanged |
| 11 | V VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $3.3M | 30.3K | 1.68% | Added(+2.2%) |
| 12 | V VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $2.7M | 14.5K | 1.37% | Added(+1.2%) |
| 13 | V VANGUARD REAL ESTATE ETF | $2.7M | 29.9K | 1.37% | Added(+0.0%) |
| 14 | E ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $2M | 29.7K | 1.01% | Trimmed(-1.3%) |
| 15 | E ISHARES RUSSELL 1000 INDEX FUND | $1.9M | 4.7K | 0.99% | Added(+0.2%) |
| 16 | ? N/A VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $1.9M | 7.3K | 0.98% | Added(+1.5%) |
| 17 | V VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $1.9M | 14.7K | 0.97% | Added(+4.3%) |
| 18 | T TEXAS CAP BANCSHARES INC COM | $1.6M | 17.1K | 0.81% | Trimmed(-0.8%) |
| 19 | V VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1.1M | 3.0K | 0.56% | Trimmed(-25.5%) |
| 20 | B WISDOMTREE TR US MIDCAP FUND | $752K | 10.5K | 0.38% | Added(+0.2%) |
| 21 | M MICROSOFT CORP | $581K | 1.1K | 0.30% | Added(+0.1%) |
| 22 | S SHATTUCK LABS INC COM | $560K | 82.2K | 0.29% | Unchanged |
| 23 | V VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $552K | 6.5K | 0.28% | Unchanged |
| 24 | A APPLE INC | $406K | 1.2K | 0.21% | Unchanged |
| 25 | V VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $390K | 4.3K | 0.20% | Unchanged |
| 26 | C CAMPBELL SOUP CO CAP USD0.0375 | $369K | 18.6K | 0.19% | Added(+0.0%) |
| 27 | N NVIDIA CORPORATION COM | $364K | 1.6K | 0.19% | Unchanged |
| 28 | M MICRON TECHNOLOGY INC COM | $358K | 336 | 0.18% | — |
| 29 | V VANGUARD WORLD FD INF TECH ETF | $347K | 2.8K | 0.18% | Unchanged |