Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LBJ Family Wealth Advisors, Ltd. (CIK 1601622) reported $170.6M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($38.8M, 22.72%), IWD ($32.9M, 19.27%), IWS ($17.9M, 10.47%), IWP ($16.3M, 9.53%), IWN ($11.2M, 6.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | $38.8M | 22.72% | 94,354 | Trimmed |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $32.9M | 19.27% | 156,964 | Trimmed |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $17.9M | 10.47% | 125,594 | Trimmed |
| 4 | IWP | ISHARES TR RUS MD CP GR ETF | $16.3M | 9.53% | 131,521 | Trimmed |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $11.2M | 6.56% | 60,548 | Trimmed |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $9.7M | 5.70% | 249,380 | Added |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | $7.4M | 4.34% | 24,588 | Trimmed |
| 8 | EFA | ISHARES MSCI EAFE ETF | $6.3M | 3.71% | 67,226 | Hold |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $6.0M | 3.52% | 114,586 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP COM | $3.7M | 2.19% | 21,833 | Hold |
| 11 | VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $2.7M | 1.60% | 29,656 | Added |
| 12 | VNQ | VANGUARD REAL ESTATE ETF | $2.6M | 1.53% | 29,867 | Added |
| 13 | VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $2.4M | 1.38% | 14,450 | Added |
| 14 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $1.7M | 0.97% | 30,303 | Trimmed |
| 15 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $1.6M | 0.95% | 4,655 | Added |
| 16 | TCBI | TEXAS CAP BANCSHARES INC COM | $1.6M | 0.95% | 17,481 | Trimmed |
| 17 | VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $1.6M | 0.93% | 7,214 | Added |
| 18 | VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $1.5M | 0.87% | 14,044 | Added |
| 19 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1.2M | 0.72% | 3,962 | Hold |
| 20 | EZM | WISDOMTREE TR US MIDCAP FUND | $684,000 | 0.40% | 10,446 | Added |
| 21 | STTK | SHATTUCK LABS INC COM | $490,000 | 0.29% | 82,177 | Hold |
| 22 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $485,000 | 0.28% | 6,502 | Hold |
| 23 | CPB | CAMPBELL SOUP CO CAP USD0.0375 | $413,000 | 0.24% | 18,606 | Added |
| 24 | MSFT | MICROSOFT CORP | $406,000 | 0.24% | 1,132 | Hold |
| 25 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $303,000 | 0.18% | 720 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31