Filed: 4/2/2026ACC: 0001601622-26-000002
📋 What this filing means
LBJ FAMILY WEALTH ADVISORS, LTD. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $170.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$170.6K
Total AUM (reported)
1.32M
Total Shares
Allocation by class
ETF$163.4K95.8%
COMMON$7.2K4.2%
Portfolio Concentration
Top 3$89.5K52.5%
4–10$60.6K35.5%
11–25$19.7K11.5%
Rest$794.000.5%
Top 3 weight
52.5%
Top 10 weight
88.0%
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)
Sole28
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings28
Rows:
ISHARES TR RUS 1000 GRW ETF
SOLEShares94.35K
TypeSH
Market value$38.8K
22.72%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares156.96K
TypeSH
Market value$32.9K
19.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares125.59K
TypeSH
Market value$17.9K
10.47%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS MD CP GR ETF
SOLEShares131.52K
TypeSH
Market value$16.3K
9.53%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 VALUE ETF
SOLEShares60.55K
TypeSH
Market value$11.2K
6.56%
Sole
0.00
Shared
0.00
None
0.00
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
SOLEShares249.38K
TypeSH
Market value$9.7K
5.70%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 2000 GRW ETF
SOLEShares24.59K
TypeSH
Market value$7.4K
4.34%
Sole
0.00
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
SOLEShares67.23K
TypeSH
Market value$6.3K
3.71%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
SOLEShares114.59K
TypeSH
Market value$6.0K
3.52%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares21.83K
TypeSH
Market value$3.7K
2.19%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF
SOLEShares29.66K
TypeSH
Market value$2.7K
1.60%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares29.87K
TypeSH
Market value$2.6K
1.53%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS
SOLEShares14.45K
TypeSH
Market value$2.4K
1.38%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
SOLEShares30.30K
TypeSH
Market value$1.7K
0.97%
Sole
0.00
Shared
0.00
None
0.00
TEXAS CAP BANCSHARES INC COM
SOLEShares17.48K
TypeSH
Market value$1.6K
0.95%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 INDEX FUND
SOLEShares4.66K
TypeSH
Market value$1.6K
0.95%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
SOLEShares7.21K
TypeSH
Market value$1.6K
0.93%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
SOLEShares14.04K
TypeSH
Market value$1.5K
0.87%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
SOLEShares3.96K
TypeSH
Market value$1.2K
0.72%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR US MIDCAP FUND
SOLEShares10.45K
TypeSH
Market value$684.00
0.40%
Sole
0.00
Shared
0.00
None
0.00
SHATTUCK LABS INC COM
SOLEShares82.18K
TypeSH
Market value$490.00
0.29%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
SOLEShares6.50K
TypeSH
Market value$485.00
0.28%
Sole
0.00
Shared
0.00
None
0.00
CAMPBELL SOUP CO CAP USD0.0375
SOLEShares18.61K
TypeSH
Market value$413.00
0.24%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.13K
TypeSH
Market value$406.00
0.24%
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$303.00
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 | 94.35K | SH | $38.8K 22.72% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 156.96K | SH | $32.9K 19.27% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 125.59K | SH | $17.9K 10.47% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MD CP GR ETFSOLE | ETF | 131.52K | SH | $16.3K 9.53% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 60.55K | SH | $11.2K 6.56% | 0.00 | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 249.38K | SH | $9.7K 5.70% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFSOLE | ETF | 24.59K | SH | $7.4K 4.34% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 67.23K | SH | $6.3K 3.71% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | ETF | 114.59K | SH | $6.0K 3.52% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | common | 21.83K | SH | $3.7K 2.19% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETFSOLE | ETF | 29.66K | SH | $2.7K 1.60% | 0.00 | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 29.87K | SH | $2.6K 1.53% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHSSOLE | ETF | 14.45K | SH | $2.4K 1.38% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | ETF | 30.30K | SH | $1.7K 0.97% | 0.00 | 0.00 | 0.00 |
TEXAS CAP BANCSHARES INC COMSOLE | common | 17.48K | SH | $1.6K 0.95% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 4.66K | SH | $1.6K 0.95% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHSSOLE | ETF | 7.21K | SH | $1.6K 0.93% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | ETF | 14.04K | SH | $1.5K 0.87% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | ETF | 3.96K | SH | $1.2K 0.72% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TR US MIDCAP FUNDSOLE | ETF | 10.45K | SH | $684.00 0.40% | 0.00 | 0.00 | 0.00 |
SHATTUCK LABS INC COMSOLE | common | 82.18K | SH | $490.00 0.29% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | ETF | 6.50K | SH | $485.00 0.28% | 0.00 | 0.00 | 0.00 |
CAMPBELL SOUP CO CAP USD0.0375SOLE | common | 18.61K | SH | $413.00 0.24% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 1.13K | SH | $406.00 0.24% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSSOLE | ETF | 720.00 | SH | $303.00 0.18% | 0.00 | 0.00 | 0.00 |
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