LBJ Family Wealth Advisors, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), LBJ Family Wealth Advisors, Ltd. reported 27 stock positions worth $171.9 million. Its top holding was iShares Russell 1000 Growth (IWF) at 25.2% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 18.6%) and iShares Russell Mid-Cap Grow (IWP, 11.0%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 17 and reduced 3. The biggest buy was iShares Russell Mid-Cap Grow (IWP, shares +0%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001601622
- Portfolio Value
- $171.9M (Q2 2025)
- SEC Filing
- 0001601622-25-000006 ↗ filed Jul 7, 2025
Holdings Value
Holdings 27 stocks · $171.9M
| IWF iShares Russell 1000 Growth | 25.22% | 102,098 | $43.3M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 18.63% | 164,865 | $32.0M | Add +0.2% |
| IWP iShares Russell Mid-Cap Grow | 10.98% | 136,164 | $18.9M | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 9.72% | 126,510 | $16.7M | Add +0.4% |
| IWN iShares Russell 2000 Value E | 5.74% | 62,562 | $9.9M | Add +0.3% |
| WIP State Street SPDR Ftse Inter | 5.62% | 242,044 | $9.7M | Add +1.4% |
| IWO iShares Russell 2000 Growth | 4.30% | 25,864 | $7.4M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 4.04% | 77,673 | $6.9M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 3.41% | 118,567 | $5.9M | Reduce -4.0% |
| VNQ Vanguard Real Estate ETF | 1.55% | 29,846 | $2.7M | Add +0.0% |
| XOM Exxon Mobil Corp. | 1.37% | 21,833 | $2.4M | No change |
| VONV Vanguard Russell 1000 Value | 1.31% | 26,487 | $2.3M | Add +7.1% |
| VTWV Vanguard Russell 2000 Value | 1.02% | 12,555 | $1.7M | Add +2.8% |
| IWB iShares Russell 1000 ETF | 0.91% | 4,626 | $1.6M | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.91% | 32,354 | $1.6M | Reduce -2.7% |
| TCBI Texas Capital Bancshares Inc. | 0.88% | 18,981 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 4,870 | $1.5M | No change |
| VONG Vanguard Russell 1000 Growth | 0.83% | 13,108 | $1.4M | Add +6.0% |
| VTWG Vanguard Russell 2000 Growth | 0.68% | 5,600 | $1.2M | Add +4.4% |
| EZM Wisdomtree US Midcap Fund | 0.39% | 10,795 | $667K | Add +0.3% |
| MSFT Microsoft Corp. | 0.39% | 1,335 | $664K | Add +0.1% |
| CPB The Campbell's Company | 0.33% | 18,600 | $570K | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.26% | 6,502 | $449K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 720 | $316K | No change |
| BX Blackstone Inc. | 0.17% | 1,958 | $293K | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.16% | 404 | $268K | No change |
| NVDA Nvidia Corp. | 0.15% | 1,592 | $251K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| IWP iShares Russell Mid-Cap Grow | Add +0.2% | 10.98% | +0.80 |
| NVDA Nvidia Corp. | New | 0.15% | +0.15 |
| VONG Vanguard Russell 1000 Growth | Add +6.0% | 0.83% | +0.10 |
| IWO iShares Russell 2000 Growth | Add +0.0% | 4.30% | +0.08 |
| MSFT Microsoft Corp. | Add +0.1% | 0.39% | +0.07 |
| VTWG Vanguard Russell 2000 Growth | Add +4.4% | 0.68% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 4.04% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.91% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +7.1% | 1.31% | +0.01 |
| BX Blackstone Inc. | Add +0.1% | 0.17% | −0.00 |
| EZM Wisdomtree US Midcap Fund | Add +0.3% | 0.39% | −0.02 |
| VTWV Vanguard Russell 2000 Value | Add +2.8% | 1.02% | −0.02 |
| WIP State Street SPDR Ftse Inter | Add +1.4% | 5.62% | −0.10 |
| CPB The Campbell's Company | Add +0.0% | 0.33% | −0.14 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 1.55% | −0.18 |
| IWN iShares Russell 2000 Value E | Add +0.3% | 5.74% | −0.27 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 9.72% | −0.41 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 18.63% | −1.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $196.1M | IWF, IWD, IWS, IWP, IWN |
| Q1 2026 | 28 | $170.6M | IWF, IWD, IWS, IWP, IWN |
| Q4 2025 | 29 | $181.8M | IWF, IWD, IWP, IWS, IWN |
| Q3 2025 | 29 | $183.4M | IWF, IWD, IWP, IWS, IWN |
| Q2 2025 | 27 | $171.9M | IWF, IWD, IWP, IWS, IWN |
| Q1 2025 | 28 | $156.6M | IWF, IWD, IWP, IWS, IWN |
| Q4 2024Amended | 29 | $167.7M | IWF, IWD, IWP, IWS, IWN |
| Q3 2024Amended | 28 | $168.5M | IWF, IWD, IWS, IWP, IWN |
| Q2 2024Amended | 28 | $159.1M | IWF, IWD, IWS, IWP, IWN |
| Q1 2024 | 23 | $157.4M | IWF, IWD, IWS, IWP, IWN |