13FBOX
LBJ Family Wealth Advisors, Ltd. · 13F Holdings
Options Calculator Rankings

LBJ Family Wealth Advisors, Ltd.

No.8307
Latest AUM (Q2 2026)
$143.1M
QoQ Change Q1 2026
-$27.5M-16.1%
Holdings
28
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
28
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIWD
22.97%19.27%$32.9M156,964$32.9M156,96400.00%Unchanged
IISHARES TRIWS
12.49%10.47%$17.9M125,594$17.9M125,59400.00%Unchanged
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
11.36%9.53%$16.3M131,521$16.3M131,52100.00%Unchanged
IISHARES RUSSELLIWF
8.18%22.72%$11.7M94,354$38.8M94,35400.00%Unchanged
IISHARES RUSSELL 2000 VALUE ETFIWN
7.82%6.56%$11.2M60,548$11.2M60,54800.00%Unchanged
SSPDR FTSE INTL. GOVERNMENT INFLATION-PROTECTED BONDWIP
6.79%5.7%$9.7M249,380$9.7M249,38000.00%Unchanged
IISHARES RUSSELL 2000 GROWTH ETFIWO
5.17%4.34%$7.4M24,588$7.4M24,58800.00%Unchanged
IISHARES MSCI EAFE ETFEFA
4.42%3.71%$6.3M67,226$6.3M67,22600.00%Unchanged
VVANGUARD FSTEVWO
4.2%3.52%$6.0M114,586$6.0M114,58600.00%Unchanged
EXXON MOBIL CORPXOM
2.62%2.19%$3.7M21,833$3.7M21,83300.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONV
1.9%1.6%$2.7M29,656$2.7M29,65600.00%Unchanged
VVANGUARD INDEX FDSVNQ
1.82%1.53%$2.6M29,867$2.6M29,86700.00%Unchanged
VVANGUARD SCOTTSDALE FDSVTWV
1.64%1.38%$2.4M14,450$2.4M14,45000.00%Unchanged
IISHARES TREEM
1.16%0.97%$1.7M30,303$1.7M30,30300.00%Unchanged
TEXAS CAP BANCSHARES INCTCBI
1.13%0.95%$1.6M17,481$1.6M17,48100.00%Unchanged
IISHARES RUSSELLIWB
1.13%0.95%$1.6M4,655$1.6M4,65500.00%Unchanged
VVANGUARD SCOTTSDALE FDSVTWG
1.11%0.93%$1.6M7,214$1.6M7,21400.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONG
1.04%0.87%$1.5M14,044$1.5M14,04400.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.86%0.72%$1.2M3,962$1.2M3,96200.00%Unchanged
WWISDOMTREE TREZM
0.48%0.4%$684,00010,446$684,00010,44600.00%Unchanged
SSHATTUCK LABS INCSTTK
0.34%0.29%$490,00082,177$490,00082,17700.00%Unchanged
VVANGUARD STAR FDSVXUS
0.34%0.28%$485,0006,502$485,0006,50200.00%Unchanged
THE CAMPBELLS COMPANYCPB
0.29%0.24%$413,00018,606$413,00018,60600.00%Unchanged
MICROSOFT CORPMSFT
0.28%0.24%$406,0001,132$406,0001,13200.00%Unchanged
APPLE INCAAPL
0.21%0.18%$300,0001,218$300,0001,21800.00%Unchanged
NVIDIA CORPORATIONNVDA
0.18%0.15%$263,0001,592$263,0001,59200.00%Unchanged
VVANGUARD INDEX FDSVUG
0.04%0.18%$61,920720$303,00072000.00%Unchanged
VVANGUARD WORLD FDVGT
0.03%0.14%$41,400345$231,00034500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow