§ 13F · FUND PROFILE
LBJ Family Wealth Advisors, Ltd..
AUM · $196K (13F)Positions · 28Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | 376K | $46K | 23.4% | +299% |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 155K | $38K | 19.2% | −1% |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 125K | $21K | 10.5% | −1% |
| 4 | IWP | ISHARES TR RUS MD CP GR ETF | 130K | $19K | 9.6% | −1% |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 60K | $13K | 6.8% | −1% |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 250K | $10K | 5.0% | ±0% |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | 24K | $10K | 4.8% | −1% |
| 8 | EFA | ISHARES MSCI EAFE ETF | 67K | $7K | 3.5% | −1% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 112K | $7K | 3.4% | −3% |
| 10 | VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | 30K | $3K | 1.6% | ±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 $196 thousand in assets. The fund runs a focused portfolio of just 28 positions.
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