LBJ Family Wealth Advisors, Ltd.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1601622
Institutional-grade research for retail investors

13F Reported Value

$196,131

Holdings

28

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

LBJ Family Wealth Advisors, Ltd. disclosed 28 positions worth $196,131 in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (96.1% of disclosed assets). All figures are sourced directly from LBJ Family Wealth Advisors, Ltd.’s Form 13F-HR filing with the SEC under CIK 1601622.

Sector Allocation

OtherEnergyFinancialsTechnologyHealthcareConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR RUS 1000 GRW ETF - ETF

    Quality

    $45.9K376,386 sh
  • ISHARES RUSSELL 1000 VALUE ETF - ETF

    Quality

    $37.7K155,137 sh
  • ISHARES RUSSELL MID-CAP VALUE ETF - ETF

    Quality

    $20.6K124,862 sh
  • ISHARES TR RUS MD CP GR ETF - ETF

    Quality

    $18.9K130,287 sh
  • ISHARES RUSSELL 2000 VALUE ETF - ETF

    Quality

    $13.3K60,110 sh
  • SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF - ETF

    Quality

    $9.8K250,209 sh
  • ISHARES TR RUS 2000 GRW ETF - ETF

    Quality

    $9.5K24,361 sh
  • ISHARES MSCI EAFE ETF - ETF

    Quality

    $6.9K66,885 sh
  • VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - ETF

    Quality

    $6.6K111,715 sh
  • VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF - ETF

    Quality

    $3.2K29,639 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of LBJ Family Wealth Advisors, Ltd.'s 28 positions.

Showing top 10 of 28 holdings.

Sector Allocation

Other

$188,534

Energy

$2,971

Financials

$2,564

Technology

$1,071

Healthcare

$563

Consumer Staples

$428

Full Holdings — LBJ Family Wealth Advisors, Ltd. (Q2 2026)

All 28 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR RUS 1000 GRW ETF - ETF$45,91223.4%+299%
2ISHARES RUSSELL 1000 VALUE ETF - ETF$37,65919.2%-1%
3ISHARES RUSSELL MID-CAP VALUE ETF - ETF$20,59310.5%-1%
4ISHARES TR RUS MD CP GR ETF - ETF$18,8509.6%-1%
5ISHARES RUSSELL 2000 VALUE ETF - ETF$13,3016.8%-1%
6SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF - ETF$9,8365.0%+0%
7ISHARES TR RUS 2000 GRW ETF - ETF$9,5074.8%-1%
8ISHARES MSCI EAFE ETF - ETF$6,9193.5%-1%
9VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - ETF$6,6113.4%-3%
10VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF - ETF$3,1571.6%-0%
11XOM$XOMEXXON MOBIL CORP$2,9711.5%+0%61.8
12VANGUARD REAL ESTATE ETF - ETF$2,9321.5%+0%
13VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS - ETF$2,8031.4%-1%
14VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS - ETF$2,0631.1%+0%
15ISHARES TRUST MSCI EMG MKTS ETF USD DIS - ETF$2,0281.0%-1%
16ISHARES RUSSELL 1000 INDEX FUND - ETF$1,8941.0%+0%
17TCBI$TCBITEXAS CAPITAL BANCSHARES INC/TX$1,7740.9%-1%
18VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF - ETF$1,7730.9%+1%
19VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - ETF$1,4550.7%+0%
20WT$WTWisdomTree, Inc.$7900.4%+0%62.9
21STTK$STTKShattuck Labs, Inc.$5630.3%+0%
22VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - ETF$5520.3%+0%
23CPB$CPBCAMPBELL'S Co$4280.2%+0%54.5
24MSFT$MSFTMICROSOFT CORP$4170.2%+0%83.7
25VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - ETF$3670.2%+500%
26AAPL$AAPLApple Inc.$3430.2%+0%76.1
27VANGUARD WORLD FD INF TECH ETF - ETF$3220.2%+700%
28NVDA$NVDANVIDIA CORP$3110.2%+0%90.2

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AI-Powered Hedge Fund Analysis: LBJ Family Wealth Advisors, Ltd.

13F Pro is an AI hedge fund tracker and stock research platform. For LBJ Family Wealth Advisors, Ltd. (SEC CIK: 1601622), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LBJ Family Wealth Advisors, Ltd.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.