LBJ Family Wealth Advisors, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 2, 2026), LBJ Family Wealth Advisors, Ltd. reported 29 stock positions worth $181.8 million. Its top holding was iShares Russell 1000 Growth (IWF) at 25.5% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 18.6%) and iShares Russell Mid-Cap Grow (IWP, 10.0%). Compared with Q3 2025, it added to 10 and reduced 14. The biggest buy was iShares Russell Mid-Cap Valu (IWS, shares +0%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001601622
- Portfolio Value
- $181.8M (Q4 2025)
- SEC Filing
- 0001601622-26-000001 ↗ filed Jan 2, 2026
Holdings Value
Holdings 29 stocks · $181.8M
| IWF iShares Russell 1000 Growth | 25.48% | 97,888 | $46.3M | Reduce -3.3% |
| IWD iShares Russell 1000 Value E | 18.57% | 160,552 | $33.8M | Reduce -2.3% |
| IWP iShares Russell Mid-Cap Grow | 10.01% | 132,966 | $18.2M | Reduce -0.2% |
| IWS iShares Russell Mid-Cap Valu | 9.75% | 125,683 | $17.7M | Add +0.1% |
| IWN iShares Russell 2000 Value E | 6.19% | 62,127 | $11.3M | Reduce -0.3% |
| WIP State Street SPDR Ftse Inter | 5.40% | 249,050 | $9.8M | Add +1.1% |
| IWO iShares Russell 2000 Growth | 4.52% | 25,453 | $8.2M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 3.55% | 67,226 | $6.5M | Reduce -13.2% |
| VWO Vanguard Ftse Emerging Marke | 3.41% | 115,294 | $6.2M | Reduce -2.7% |
| VNQ Vanguard Real Estate ETF | 1.45% | 29,862 | $2.6M | Add +0.0% |
| XOM Exxon Mobil Corp. | 1.44% | 21,833 | $2.6M | No change |
| VONV Vanguard Russell 1000 Value | 1.44% | 28,322 | $2.6M | Add +5.0% |
| VTWV Vanguard Russell 2000 Value | 1.27% | 14,439 | $2.3M | Add +2.3% |
| EEM iShares MSCI Emerging Market | 0.96% | 31,892 | $1.7M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.95% | 4,646 | $1.7M | Add +0.2% |
| TCBI Texas Capital Bancshares Inc. | 0.92% | 18,505 | $1.7M | Reduce -0.7% |
| VONG Vanguard Russell 1000 Growth | 0.92% | 13,739 | $1.7M | Add +2.5% |
| VTWG Vanguard Russell 2000 Growth | 0.79% | 6,122 | $1.4M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 3,962 | $1.3M | Reduce -18.6% |
| EZM Wisdomtree US Midcap Fund | 0.38% | 10,425 | $696K | Reduce -3.7% |
| MSFT Microsoft Corp. | 0.30% | 1,132 | $547K | Reduce -15.3% |
| CPB The Campbell's Company | 0.28% | 18,604 | $518K | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.27% | 6,502 | $491K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 720 | $351K | No change |
| AAPL Apple Inc. | 0.18% | 1,218 | $331K | Add +32.8% |
| STTK Shattuck Labs Inc. | 0.17% | 82,177 | $300K | No change |
| NVDA Nvidia Corp. | 0.16% | 1,592 | $297K | No change |
| VGT Vanguard Info Tech ETF | 0.14% | 345 | $260K | Reduce -14.6% |
| BX Blackstone Inc. | 0.14% | 1,660 | $256K | Reduce -15.3% |
Portfolio Sells Q3 2025 → Q4 2025
| EFA iShares MSCI Eafe ETF | Reduce -13.2% | 3.55% | −0.39 |
| IWF iShares Russell 1000 Growth | Reduce -3.3% | 25.48% | −0.37 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.2% | 10.01% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.6% | 0.73% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.7% | 3.41% | −0.09 |
| MSFT Microsoft Corp. | Reduce -15.3% | 0.30% | −0.08 |
| BX Blackstone Inc. | Reduce -15.3% | 0.14% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -14.6% | 0.14% | −0.02 |
| EZM Wisdomtree US Midcap Fund | Reduce -3.7% | 0.38% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -1.4% | 0.96% | +0.02 |
| IWO iShares Russell 2000 Growth | Reduce -0.4% | 4.52% | +0.06 |
| TCBI Texas Capital Bancshares Inc. | Reduce -0.7% | 0.92% | +0.06 |
| IWN iShares Russell 2000 Value E | Reduce -0.3% | 6.19% | +0.19 |
| IWD iShares Russell 1000 Value E | Reduce -2.3% | 18.57% | +0.34 |
Portfolio Buys Q3 2025 → Q4 2025
| IWS iShares Russell Mid-Cap Valu | Add +0.1% | 9.75% | +0.19 |
| WIP State Street SPDR Ftse Inter | Add +1.1% | 5.40% | +0.13 |
| VONV Vanguard Russell 1000 Value | Add +5.0% | 1.44% | +0.12 |
| VTWV Vanguard Russell 2000 Value | Add +2.3% | 1.27% | +0.07 |
| VTWG Vanguard Russell 2000 Growth | Add +6.2% | 0.79% | +0.06 |
| AAPL Apple Inc. | Add +32.8% | 0.18% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +2.5% | 0.92% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.95% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 1.45% | −0.03 |
| CPB The Campbell's Company | Add +0.0% | 0.28% | −0.04 |
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 |