Filed: 1/2/2026ACC: 0001601622-26-000001
📋 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 $181.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$181.8K
Total AUM (reported)
1.33M
Total Shares
Allocation by class
ETF$175.3K96.4%
COMMON$6.6K3.6%
Portfolio Concentration
Top 3$98.3K54.1%
4–10$62.3K34.3%
11–25$20.1K11.0%
Rest$1.1K0.6%
Top 3 weight
54.1%
Top 10 weight
88.3%
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
SOLEShares97.89K
TypeSH
Market value$46.3K
25.48%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares160.55K
TypeSH
Market value$33.8K
18.57%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS MD CP GR ETF
SOLEShares132.97K
TypeSH
Market value$18.2K
10.01%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares125.68K
TypeSH
Market value$17.7K
9.75%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 VALUE ETF
SOLEShares62.13K
TypeSH
Market value$11.3K
6.19%
Sole
0.00
Shared
0.00
None
0.00
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
SOLEShares249.05K
TypeSH
Market value$9.8K
5.40%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 2000 GRW ETF
SOLEShares25.45K
TypeSH
Market value$8.2K
4.52%
Sole
0.00
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
SOLEShares67.23K
TypeSH
Market value$6.5K
3.55%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
SOLEShares115.29K
TypeSH
Market value$6.2K
3.41%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares29.86K
TypeSH
Market value$2.6K
1.45%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares21.83K
TypeSH
Market value$2.6K
1.44%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF
SOLEShares28.32K
TypeSH
Market value$2.6K
1.44%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS
SOLEShares14.44K
TypeSH
Market value$2.3K
1.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
SOLEShares31.89K
TypeSH
Market value$1.7K
0.96%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 INDEX FUND
SOLEShares4.65K
TypeSH
Market value$1.7K
0.95%
Sole
0.00
Shared
0.00
None
0.00
TEXAS CAP BANCSHARES INC COM
SOLEShares18.50K
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
SOLEShares13.74K
TypeSH
Market value$1.7K
0.92%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
SOLEShares6.12K
TypeSH
Market value$1.4K
0.79%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
SOLEShares3.96K
TypeSH
Market value$1.3K
0.73%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR US MIDCAP FUND
SOLEShares10.43K
TypeSH
Market value$696.00
0.38%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.13K
TypeSH
Market value$547.00
0.30%
Sole
0.00
Shared
0.00
None
0.00
CAMPBELL SOUP CO CAP USD0.0375
SOLEShares18.60K
TypeSH
Market value$518.00
0.28%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
SOLEShares6.50K
TypeSH
Market value$491.00
0.27%
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$351.00
0.19%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.22K
TypeSH
Market value$331.00
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 | 97.89K | SH | $46.3K 25.48% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 160.55K | SH | $33.8K 18.57% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MD CP GR ETFSOLE | ETF | 132.97K | SH | $18.2K 10.01% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 125.68K | SH | $17.7K 9.75% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 62.13K | SH | $11.3K 6.19% | 0.00 | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 249.05K | SH | $9.8K 5.40% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFSOLE | ETF | 25.45K | SH | $8.2K 4.52% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 67.23K | SH | $6.5K 3.55% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | ETF | 115.29K | SH | $6.2K 3.41% | 0.00 | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 29.86K | SH | $2.6K 1.45% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | common | 21.83K | SH | $2.6K 1.44% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETFSOLE | ETF | 28.32K | SH | $2.6K 1.44% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHSSOLE | ETF | 14.44K | SH | $2.3K 1.27% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | ETF | 31.89K | SH | $1.7K 0.96% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 4.65K | SH | $1.7K 0.95% | 0.00 | 0.00 | 0.00 |
TEXAS CAP BANCSHARES INC COMSOLE | common | 18.50K | SH | $1.7K 0.92% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | ETF | 13.74K | SH | $1.7K 0.92% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHSSOLE | ETF | 6.12K | SH | $1.4K 0.79% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | ETF | 3.96K | SH | $1.3K 0.73% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TR US MIDCAP FUNDSOLE | ETF | 10.43K | SH | $696.00 0.38% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 1.13K | SH | $547.00 0.30% | 0.00 | 0.00 | 0.00 |
CAMPBELL SOUP CO CAP USD0.0375SOLE | common | 18.60K | SH | $518.00 0.28% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | ETF | 6.50K | SH | $491.00 0.27% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSSOLE | ETF | 720.00 | SH | $351.00 0.19% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | common | 1.22K | SH | $331.00 0.18% | 0.00 | 0.00 | 0.00 |
Page 1 of 2