§ 13F · FUND PROFILE
LBJ Family Wealth Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168.5B (13F)Positions · 28Turnover · — · Q4Filed · Jan 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | 98K | $46.3B | 25.5% | −3% |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 161K | $33.8B | 18.6% | −2% |
| 3 | IWP | ISHARES TR RUS MD CP GR ETF | 133K | $18.2B | 10.0% | ±0% |
| 4 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 126K | $17.7B | 9.8% | ±0% |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 62K | $11.3B | 6.2% | ±0% |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 249K | $9.8B | 5.4% | +1% |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | 25K | $8.2B | 4.5% | ±0% |
| 8 | EFA | ISHARES MSCI EAFE ETF | 67K | $6.5B | 3.6% | −13% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 115K | $6.2B | 3.4% | −3% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 30K | $2.6B | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LBJ SIGNAL
AC read
LBJ Family Wealth Advisors, Ltd. is a Other fund managing $168.5 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
5 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed