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 $196.1M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWF ($45.9M, 23.41%), IWD ($37.7M, 19.20%), IWS ($20.6M, 10.50%), IWP ($18.9M, 9.61%), IWN ($13.3M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | $45.9M | 23.41% | 376,386 | Added |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $37.7M | 19.20% | 155,137 | Trimmed |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $20.6M | 10.50% | 124,862 | Trimmed |
| 4 | IWP | ISHARES TR RUS MD CP GR ETF | $18.9M | 9.61% | 130,287 | Trimmed |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $13.3M | 6.78% | 60,110 | Trimmed |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $9.8M | 5.02% | 250,209 | Added |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | $9.5M | 4.85% | 24,361 | Trimmed |
| 8 | EFA | ISHARES MSCI EAFE ETF | $6.9M | 3.53% | 66,885 | Trimmed |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $6.6M | 3.37% | 111,715 | Trimmed |
| 10 | VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $3.2M | 1.61% | 29,639 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP COM | $3.0M | 1.51% | 21,833 | Hold |
| 12 | VNQ | VANGUARD REAL ESTATE ETF | $2.9M | 1.49% | 29,870 | Added |
| 13 | VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $2.8M | 1.43% | 14,363 | Trimmed |
| 14 | VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $2.1M | 1.05% | 7,244 | Added |
| 15 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $2.0M | 1.03% | 30,071 | Trimmed |
| 16 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $1.9M | 0.97% | 4,662 | Added |
| 17 | VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $1.8M | 0.90% | 14,124 | Added |
| 18 | TCBI | TEXAS CAP BANCSHARES INC COM | $1.8M | 0.90% | 17,275 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1.5M | 0.74% | 3,962 | Hold |
| 20 | EZM | WISDOMTREE TR US MIDCAP FUND | $790,000 | 0.40% | 10,471 | Added |
| 21 | STTK | SHATTUCK LABS INC COM | $563,000 | 0.29% | 82,177 | Hold |
| 22 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $552,000 | 0.28% | 6,502 | Hold |
| 23 | CPB | CAMPBELL SOUP CO CAP USD0.0375 | $428,000 | 0.22% | 18,609 | Added |
| 24 | MSFT | MICROSOFT CORP | $417,000 | 0.21% | 1,132 | Hold |
| 25 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $367,000 | 0.19% | 4,323 | Added |
Source: SEC Form 13F filings · as of 2026-06-30