account_balance

Investment manager · 13F filer · SEC CIK 1601622

LBJ Family Wealth Advisors, Ltd.

Reported value$196Mas of Sep 30, 2026
Positions29 1 new, 0 sold out
Top 10 weight87.9%IWF alone is 24%
FiledOct 11 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWF iShares Tr Rus 1000 GRW ETF 24.0% Held
IWD iShares Russell 1000 Value ETF 19.7% Held
IWS iShares Russell Mid-Cap Value ETF 10.3% Held
IWP iShares Tr Rus Md Cp Gr ETF 9.3% Held
IWN iShares Russell 2000 Value ETF 6.4% Held
WIP SPDR Ftse International Government Inflation-Protected Bond ETF 5.0% Added +2%
IWO iShares Tr Rus 2000 GRW ETF 4.4% Held
EFA iShares MSCI EAFE ETF 3.5% Held
VWO Vanguard Intl Equity Index FDS Ftse Emr MKT ETF 3.4% Held
XOM ExxonMobil Holdings Corp 1.8% Held
VONV Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd ETF 1.7% Added +2%
VTWV Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd ETF SHS 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 1, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • VONG +4%
  • VONV +2%
  • WIP +2%
arrow_downwardTrimmed
  • VTI −26%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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