LBJ Family Wealth Advisors, Ltd.

DOSSIER · 13F-HR · Q1 2026

LBJ Family Wealth Advisors, Ltd.

$171M in tracked AUM across 28 positions as of Q1 2026.

LF

CIK 0001601622 · last filed Mar 31, 2026

Total AUM

$171M

as of Q1 2026

Holdings

28

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

LBJ Family Wealth Advisors, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IWF

ISHARES TR RUS 1000 GRW ETF

$39M94K22.7%02

IWD

ISHARES RUSSELL 1000 VALUE ETF

$33M157K19.3%03

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

$18M126K10.5%04

IWP

ISHARES TR RUS MD CP GR ETF

$16M132K9.5%05

IWN

ISHARES RUSSELL 2000 VALUE ETF

$11M61K6.6%06

WIP

SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF

$10M249K5.7%07

IWO

ISHARES TR RUS 2000 GRW ETF

$7M25K4.3%08

EFA

ISHARES MSCI EAFE ETF

$6M67K3.7%09

VWO

VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF