§ 13F · FUND PROFILE
LBJ Family Wealth Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183K (13F)Positions · 29Turnover · — · Q1Filed · Apr 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 · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | 94K | $39K | 22.7% | −4% |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 157K | $33K | 19.3% | −2% |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 126K | $18K | 10.5% | ±0% |
| 4 | IWP | ISHARES TR RUS MD CP GR ETF | 132K | $16K | 9.5% | −1% |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 61K | $11K | 6.6% | −3% |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 249K | $10K | 5.7% | ±0% |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | 25K | $7K | 4.3% | −3% |
| 8 | EFA | ISHARES MSCI EAFE ETF | 67K | $6K | 3.7% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 115K | $6K | 3.5% | −1% |
| 10 | XOM | EXXON MOBIL CORP COM | 22K | $4K | 2.2% | ±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 $183 thousand in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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