Lbj Family Wealth Advisors, Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$171K
Q ending 2026-03-31
Prior quarter
$182K
Q ending 2025-12-31
Change
-6.2% QoQ · +8.9% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf | IWF | Shares | $39K | 94K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $33K | 157K |
| Ishares Russell Mid-Cap Value Etf | IWS | Shares | $18K | 126K |
| Ishares Tr Rus Md Cp Gr Etf | IWP | Shares | $16K | 132K |
| Ishares Russell 2000 Value Etf | IWN | Shares | $11K | 61K |
| Spdr Ftse International Government | WIP | Shares | $10K | 249K |
| Ishares Tr Rus 2000 Grw Etf | IWO | Shares | $7K | 25K |
| Ishares Msci Eafe Etf | EFA | Shares | $6K | 67K |
| Vanguard Intl Equity Index Fds Fts | VWO | Shares | $6K | 115K |
| Exxon Mobil Corp Com | XOM | Shares | $4K | 22K |
| Vanguard Scottsdale Funds Vanguard | VONV | Shares | $3K | 30K |
| Vanguard Real Estate Etf | VNQ | Shares | $3K | 30K |
| Vanguard Scottsdale Funds Vanguard | VTWV | Shares | $2K | 14K |
| Ishares Trust Msci Emg Mkts Etf Us | EEM | Shares | $2K | 30K |
| Texas Cap Bancshares Inc Com | TCBI | Shares | $2K | 17K |
| Ishares Russell 1000 Index Fund | IWB | Shares | $2K | 5K |
| Vanguard Scottsdale Funds Vanguard | VTWG | Shares | $2K | 7K |
| Vanguard Scottsdale Funds Vanguard | VONG | Shares | $1K | 14K |
| Vanguard Index Fds Vanguard Total | VTI | Shares | $1K | 4K |
| Wisdomtree Tr Us Midcap Fund | EZM | Shares | $684 | 10K |
| Shattuck Labs Inc Com | STTK | Shares | $490 | 82K |
| Vanguard Total International Stock | VXUS | Shares | $485 | 7K |
| Campbell Soup Co Cap Usd0.0375 | CPB | Shares | $413 | 19K |
| Microsoft Corp | MSFT | Shares | $406 | 1K |
| Vanguard Index Fds Vanguard Growth | VUG | Shares | $303 | 720 |
| Apple Inc | AAPL | Shares | $300 | 1K |
| Nvidia Corporation Com | NVDA | Shares | $263 | 2K |
| Vanguard World Fd Inf Tech Etf | VGT | Shares | $231 | 345 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.