Filed: 7/14/2026ACC: 0001601622-26-000003
📋 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 $196.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$196.1K
Total AUM (reported)
1.60M
Total Shares
Allocation by class
ETF$189.3K96.5%
COMMON$6.8K3.5%
Portfolio Concentration
Top 3$104.2K53.1%
4–10$68.2K34.8%
11–25$22.8K11.6%
Rest$976.000.5%
Top 3 weight
53.1%
Top 10 weight
87.9%
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
SOLEShares376.39K
TypeSH
Market value$45.9K
23.41%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares155.14K
TypeSH
Market value$37.7K
19.20%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares124.86K
TypeSH
Market value$20.6K
10.50%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS MD CP GR ETF
SOLEShares130.29K
TypeSH
Market value$18.9K
9.61%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 VALUE ETF
SOLEShares60.11K
TypeSH
Market value$13.3K
6.78%
Sole
0.00
Shared
0.00
None
0.00
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
SOLEShares250.21K
TypeSH
Market value$9.8K
5.02%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 2000 GRW ETF
SOLEShares24.36K
TypeSH
Market value$9.5K
4.85%
Sole
0.00
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
SOLEShares66.89K
TypeSH
Market value$6.9K
3.53%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
SOLEShares111.72K
TypeSH
Market value$6.6K
3.37%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF
SOLEShares29.64K
TypeSH
Market value$3.2K
1.61%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares21.83K
TypeSH
Market value$3.0K
1.51%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD REAL ESTATE ETF
SOLEShares29.87K
TypeSH
Market value$2.9K
1.49%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS
SOLEShares14.36K
TypeSH
Market value$2.8K
1.43%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
SOLEShares7.24K
TypeSH
Market value$2.1K
1.05%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
SOLEShares30.07K
TypeSH
Market value$2.0K
1.03%
Sole
0.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 INDEX FUND
SOLEShares4.66K
TypeSH
Market value$1.9K
0.97%
Sole
0.00
Shared
0.00
None
0.00
TEXAS CAP BANCSHARES INC COM
SOLEShares17.27K
TypeSH
Market value$1.8K
0.90%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
SOLEShares14.12K
TypeSH
Market value$1.8K
0.90%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
SOLEShares3.96K
TypeSH
Market value$1.5K
0.74%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR US MIDCAP FUND
SOLEShares10.47K
TypeSH
Market value$790.00
0.40%
Sole
0.00
Shared
0.00
None
0.00
SHATTUCK LABS INC COM
SOLEShares82.18K
TypeSH
Market value$563.00
0.29%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
SOLEShares6.50K
TypeSH
Market value$552.00
0.28%
Sole
0.00
Shared
0.00
None
0.00
CAMPBELL SOUP CO CAP USD0.0375
SOLEShares18.61K
TypeSH
Market value$428.00
0.22%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.13K
TypeSH
Market value$417.00
0.21%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
SOLEShares4.32K
TypeSH
Market value$367.00
0.19%
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 | 376.39K | SH | $45.9K 23.41% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 155.14K | SH | $37.7K 19.20% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 124.86K | SH | $20.6K 10.50% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MD CP GR ETFSOLE | ETF | 130.29K | SH | $18.9K 9.61% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 60.11K | SH | $13.3K 6.78% | 0.00 | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 250.21K | SH | $9.8K 5.02% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFSOLE | ETF | 24.36K | SH | $9.5K 4.85% | 0.00 | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 66.89K | SH | $6.9K 3.53% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFSOLE | ETF | 111.72K | SH | $6.6K 3.37% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETFSOLE | ETF | 29.64K | SH | $3.2K 1.61% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | common | 21.83K | SH | $3.0K 1.51% | 0.00 | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 29.87K | SH | $2.9K 1.49% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHSSOLE | ETF | 14.36K | SH | $2.8K 1.43% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHSSOLE | ETF | 7.24K | SH | $2.1K 1.05% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | ETF | 30.07K | SH | $2.0K 1.03% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 INDEX FUNDSOLE | ETF | 4.66K | SH | $1.9K 0.97% | 0.00 | 0.00 | 0.00 |
TEXAS CAP BANCSHARES INC COMSOLE | common | 17.27K | SH | $1.8K 0.90% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | ETF | 14.12K | SH | $1.8K 0.90% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFSOLE | ETF | 3.96K | SH | $1.5K 0.74% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TR US MIDCAP FUNDSOLE | ETF | 10.47K | SH | $790.00 0.40% | 0.00 | 0.00 | 0.00 |
SHATTUCK LABS INC COMSOLE | common | 82.18K | SH | $563.00 0.29% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDSOLE | ETF | 6.50K | SH | $552.00 0.28% | 0.00 | 0.00 | 0.00 |
CAMPBELL SOUP CO CAP USD0.0375SOLE | common | 18.61K | SH | $428.00 0.22% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 1.13K | SH | $417.00 0.21% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSSOLE | ETF | 4.32K | SH | $367.00 0.19% | 0.00 | 0.00 | 0.00 |
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