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CIK: 0001601622
Total reported value
$195.9M
$195.9M
28 檔
69.6%
At the close of Q2 2026, LBJ Family Wealth Advisors, Ltd. disclosed equity holdings valued at approximately $195.9M, spread across 28 reported holdings.
During Q2 2026, LBJ Family Wealth Advisors, Ltd. performed routine portfolio adjustments (0 new buys, 12 additions, 11 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 23.41% | +0.57% | +298.91% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.20% | +0.50% | -1.16% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 10.50% | -0.17% | -0.58% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 9.61% | -0.30% | -0.94% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.78% | -0.39% | -0.72% | |
| 6 | WIP | State Street Spdr Ftse Inter | ETF-Other | 5.02% | -0.03% | +0.33% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.85% | -0.43% | -0.92% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.53% | -0.01% | -0.51% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.37% | +0.06% | -2.51% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.61% | +0.07% | -0.06% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | +0.30% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | -0.12% | +0.01% | |
| 13 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.43% | -0.06% | -0.60% | |
| 14 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.05% | -0.07% | +0.42% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.03% | -0.02% | -0.77% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.97% | +0.02% | +0.15% | |
| 17 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.90% | -0.09% | -1.18% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.90% | +0.07% | +0.57% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.18% | — | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.40% | -0.02% | +0.24% | |
| 21 | STTK | Shattuck Labs Inc | Stock-Other | 0.29% | — | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | — | — | |
| 23 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.22% | -0.03% | +0.02% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.09% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | +500.42% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.04% | +0.08% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.02% | +700.29% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.03% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.7% | +298.91% | Add |
| 2 | IWO | Ishares Russell 2000 Growth | +0.5% | -0.92% | Trim |
| 3 | IWN | Ishares Russell 2000 Value E | +0.2% | -0.72% | Trim |
| 4 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +0.42% | Add |
| 5 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.94% | Trim |
| 6 | EEM | Ishares Msci Emerging Market | +0.1% | -0.77% | Trim |
| 7 | VTWV | Vanguard Russell 2000 Value | +0.1% | -0.60% | Trim |
| 8 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.58% | Trim |
| 9 | VONG | Vanguard Russell 1000 Growth | 0% | +0.57% | Add |
| 10 | IWB | Ishares Russell 1000 ETF | 0% | +0.15% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 12 | VGT | Vanguard Info Tech ETF | 0% | +700.29% | Add |
| 13 | VONV | Vanguard Russell 1000 Value | 0% | -0.06% | Trim |
| 14 | VUG | Vanguard Growth ETF | 0% | +500.42% | Add |
| 15 | NVDA | Nvidia CORP | 0% | +0.13% | Add |
| 16 | EZM | Wisdomtree US Midcap Fund | — | +0.24% | Add |
| 17 | STTK | Shattuck Labs Inc | — | — | Unchanged |
| 18 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 19 | AAPL | Apple Inc | 0% | +0.08% | Add |
| 20 | CPB | THE Campbell's Company | 0% | +0.02% | Add |
| 21 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 22 | VNQ | Vanguard Real Estate ETF | 0% | +0.01% | Add |
| 23 | TCBI | Texas Capital Bancshares Inc | -0.1% | -1.18% | Trim |
| 24 | IWD | Ishares Russell 1000 Value E | -0.1% | -1.16% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -2.51% | Trim |
| 26 | EFA | Ishares Msci Eafe ETF | -0.2% | -0.51% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.7% | — | Unchanged |
| 28 | WIP | State Street Spdr Ftse Inter | -0.7% | +0.33% | Add |
According to official SEC Form 13F filings, LBJ Family Wealth Advisors, Ltd. reported a total U.S. public equity portfolio value of $195.9M across 28 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWS) accounted for 69.6% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
IWD
前期市值: $32.9M
During Q2 2026, LBJ Family Wealth Advisors, Ltd.'s top holdings by market value included IWF (23.4%)、IWD (19.2%)、IWS (10.5%). The largest single position, IWF, represented 23.4% of total portfolio value.
In Q2 2026, LBJ Family Wealth Advisors, Ltd. made 23 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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