Filed: 10/7/2025ACC: 0001601622-25-000009
📋 What this filing means
LBJ FAMILY WEALTH ADVISORS, LTD. filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $183.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$183.4K
Total AUM (reported)
1.35M
Total Shares
Allocation by class
ETF$177.0K96.5%
COMMON$6.4K3.5%
Portfolio Concentration
Top 3$99.8K54.4%
4–10$62.8K34.2%
11–25$19.8K10.8%
Rest$1.0K0.6%
Top 3 weight
54.4%
Top 10 weight
88.7%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings29
Rows:
ISHARES TR RUS 1000 GRW ETF
SOLEShares101.20K
TypeSH
Market value$47.4K
25.85%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares164.25K
TypeSH
Market value$33.4K
18.23%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS MD CP GR ETF
SOLEShares133.20K
TypeSH
Market value$19.0K
10.34%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares125.59K
TypeSH
Market value$17.5K
9.56%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 VALUE ETF
SOLEShares62.28K
TypeSH
Market value$11.0K
6.00%
Sole
0.00
Shared
0.00
None
0.00
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
SOLEShares246.43K
TypeSH
Market value$9.7K
5.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 2000 GRW ETF
SOLEShares25.57K
TypeSH
Market value$8.2K
4.46%
Sole
0.00
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
SOLEShares77.41K
TypeSH
Market value$7.2K
3.94%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
SOLEShares118.54K
TypeSH
Market value$6.4K
3.50%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares29.85K
TypeSH
Market value$2.7K
1.49%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares21.83K
TypeSH
Market value$2.5K
1.34%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF
SOLEShares26.98K
TypeSH
Market value$2.4K
1.31%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS
SOLEShares14.12K
TypeSH
Market value$2.2K
1.20%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
SOLEShares32.35K
TypeSH
Market value$1.7K
0.94%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 INDEX FUND
SOLEShares4.64K
TypeSH
Market value$1.7K
0.92%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
SOLEShares13.41K
TypeSH
Market value$1.6K
0.88%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
SOLEShares4.87K
TypeSH
Market value$1.6K
0.87%
Sole
0.00
Shared
0.00
None
0.00
TEXAS CAP BANCSHARES INC COM
SOLEShares18.63K
TypeSH
Market value$1.6K
0.86%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
SOLEShares5.76K
TypeSH
Market value$1.3K
0.74%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR US MIDCAP FUND
SOLEShares10.82K
TypeSH
Market value$713.00
0.39%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.34K
TypeSH
Market value$692.00
0.38%
Sole
0.00
Shared
0.00
None
0.00
CAMPBELL SOUP CO CAP USD0.0375
SOLEShares18.60K
TypeSH
Market value$587.00
0.32%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
SOLEShares6.50K
TypeSH
Market value$478.00
0.26%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
SOLEShares720.00
TypeSH
Market value$346.00
0.19%
Sole
0.00
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.96K
TypeSH
Market value$335.00
0.18%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR RUS 1000 GRW ETFSOLE | ETF | 101.20K | SH | $47.4K 25.85% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 164.25K | SH | $33.4K 18.23% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MD CP GR ETFSOLE | ETF | 133.20K | SH | $19.0K 10.34% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 125.59K | SH | $17.5K 9.56% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 62.28K | SH | $11.0K 6.00% | 0.00 | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 246.43K | SH | $9.7K 5.27% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFSOLE | ETF | 25.57K | SH | $8.2K 4.46% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 77.41K | SH | $7.2K 3.94% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | ETF | 118.54K | SH | $6.4K 3.50% | 0.00 | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 29.85K | SH | $2.7K 1.49% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | common | 21.83K | SH | $2.5K 1.34% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETFSOLE | ETF | 26.98K | SH | $2.4K 1.31% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHSSOLE | ETF | 14.12K | SH | $2.2K 1.20% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | ETF | 32.35K | SH | $1.7K 0.94% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 4.64K | SH | $1.7K 0.92% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | ETF | 13.41K | SH | $1.6K 0.88% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | ETF | 4.87K | SH | $1.6K 0.87% | 0.00 | 0.00 | 0.00 |
TEXAS CAP BANCSHARES INC COMSOLE | common | 18.63K | SH | $1.6K 0.86% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHSSOLE | ETF | 5.76K | SH | $1.3K 0.74% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TR US MIDCAP FUNDSOLE | ETF | 10.82K | SH | $713.00 0.39% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 1.34K | SH | $692.00 0.38% | 0.00 | 0.00 | 0.00 |
CAMPBELL SOUP CO CAP USD0.0375SOLE | common | 18.60K | SH | $587.00 0.32% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | ETF | 6.50K | SH | $478.00 0.26% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSSOLE | ETF | 720.00 | SH | $346.00 0.19% | 0.00 | 0.00 | 0.00 |
BLACKSTONE INCSOLE | common | 1.96K | SH | $335.00 0.18% | 0.00 | 0.00 | 0.00 |
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