StockDriftsStockDriftsTop 28 LBJ Family Wealth Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETF | 23.41% | 376.4K | $45.9M | -0.27%(-1.03K) | $26.18(+371.32%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 19.2% | 155.1K | $37.7M | -1.16%(-1.83K) | $97.54(+163.82%) | 2026-06-30 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 10.5% | 124.9K | $20.6M | -0.58%(-732) | $77.16(+123.50%) | 2026-06-30 | |
| IWP | ISHARES TR RUS MD CP GR ETF | 9.61% | 130.3K | $18.9M | -0.94%(-1.23K) | $43.32(+241.45%) | 2026-06-30 | |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 6.78% | 60.1K | $13.3M | -0.72%(-438) | $122.56(+84.84%) | 2026-06-30 | |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 5.02% | 250.2K | $9.8M | +0.33%(+829) | $32.09(+22.98%) | 2026-06-30 | |
| IWO | ISHARES TR RUS 2000 GRW ETF | 4.85% | 24.4K | $9.5M | -0.92%(-227) | $193.44(+104.06%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 3.53% | 66.9K | $6.9M | -0.51%(-341) | $58.13(+86.92%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 3.37% | 111.7K | $6.6M | -2.51%(-2.87K) | $38.02(+58.81%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | 1.61% | 29.6K | $3.2M | -0.06%(-17) | $72.05(+56.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.08% | +56.41% | +7.10% | +40.91% |
| Top 20 Holdings Unweighted | +16.30% | +57.30% | +5.57% | +31.16% |
LBJ Family Wealth Advisors, Ltd. reports $196.13M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are IWF (23.4%), IWD (19.2%) and IWS (10.5%). The top 20 holdings account for 98.3% of reported assets. Its disclosed equity book has returned +56.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LBJ Family Wealth Advisors, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1601622). View LBJ Family Wealth Advisors, Ltd.’s 13F filings on SEC