Latest LBJ Family Wealth Advisors, Ltd. Stock Portfolio
About LBJ Family Wealth Advisors, Ltd. and 13F Hedge Fund Stock Holdings
LBJ Family Wealth Advisors, Ltd. is a hedge fund based in AUSTIN, TX. On 15-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $301 Millions. In it's latest 13F Holdings report, LBJ Family Wealth Advisors, Ltd. reported an equity portfolio of $183.4 Millions as of 30 Sep, 2025.
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are IJR, IJR, IJR. The fund has invested 25.9% of it's portfolio in ISHARES TR RUS 1000 GRW ETF and 18.2% of portfolio in ISHARES RUSSELL 1000 VALUE ETF.
They significantly reduced their stock positions in ISHARES TR RUS MD CP GR ETF (IJR), TEXAS CAP BANCSHARES INC COM (TCBI) and VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF (VEU). LBJ Family Wealth Advisors, Ltd. opened new stock positions in APPLE INC (AAPL) and SHATTUCK LABS INC COM (STTK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS (BNDW), SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (BIL) and WISDOMTREE TR US MIDCAP FUND (AGZD).
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are IJR, IJR, IJR. The fund has invested 25.9% of it's portfolio in ISHARES TR RUS 1000 GRW ETF and 18.2% of portfolio in ISHARES RUSSELL 1000 VALUE ETF.
They significantly reduced their stock positions in ISHARES TR RUS MD CP GR ETF (IJR), TEXAS CAP BANCSHARES INC COM (TCBI) and VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF (VEU). LBJ Family Wealth Advisors, Ltd. opened new stock positions in APPLE INC (AAPL) and SHATTUCK LABS INC COM (STTK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS (BNDW), SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (BIL) and WISDOMTREE TR US MIDCAP FUND (AGZD).
LBJ Family Wealth Advisors, Ltd. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| apple inc | 234,000 |
| shattuck labs inc com | 196,000 |
New stocks bought by LBJ Family Wealth Advisors, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale funds vanguard russ2000 val idx fd etf shs | 12.47 |
| vanguard scottsdale funds vanguard russ200 grw idx etf shs | 2.95 |
| vanguard scottsdale funds vanguard russ1000 growth idx fd etf | 2.3 |
| vanguard scottsdale funds vanguard russ1000 value idx fd etf | 1.86 |
| spdr ftse international government inflation-protected bond etf | 1.81 |
| wisdomtree tr us midcap fund | 0.27 |
| ishares russell 1000 index fund | 0.22 |
| blackstone inc | 0.1 |
Additions to existing portfolio by LBJ Family Wealth Advisors, Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr rus md cp gr etf | -2.18 |
| texas cap bancshares inc com | -1.83 |
| ishares tr rus 2000 grw etf | -1.15 |
| ishares tr rus 1000 grw etf | -0.88 |
| ishares russell mid-cap value etf | -0.73 |
| ishares russell 2000 value etf | -0.44 |
| ishares russell 1000 value etf | -0.37 |
| ishares msci eafe etf | -0.33 |
LBJ Family Wealth Advisors, Ltd. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 96.5 |
| Energy | 1.3 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 96.5 |
| MEGA-CAP | 2 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 96.6 |
| S&P 500 | 2.5 |
LBJ Family Wealth Advisors, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LBJ Family Wealth Advisors, Ltd.
Last Reported on: 07 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.13 | 917 | 234,000 | new | |||
| AGZD | wisdomtree tr us midcap fund | 0.39 | 10,824 | 713,000 | added | 0.27 | ||
| BIL | spdr ftse international government inflation-protected bond etf | 5.27 | 246,427 | 9,662,000 | added | 1.81 | ||
| BNDW | vanguard scottsdale funds vanguard russ1000 value idx fd etf | 1.31 | 26,979 | 2,411,000 | added | 1.86 | ||
| BNDW | vanguard scottsdale funds vanguard russ2000 val idx fd etf shs | 1.20 | 14,121 | 2,201,000 | added | 12.47 | ||
| BNDW | vanguard scottsdale funds vanguard russ1000 growth idx fd etf | 0.88 | 13,409 | 1,616,000 | added | 2.3 | ||
| BNDW | vanguard scottsdale funds vanguard russ200 grw idx etf shs | 0.74 | 5,765 | 1,348,000 | added | 2.95 | ||
| BX | blackstone inc | 0.18 | 1,960 | 335,000 | added | 0.1 | ||
| CPB | campbell soup co cap usd0.0375 | 0.32 | 18,602 | 587,000 | added | 0.01 | ||
| IJR | ishares tr rus 1000 grw etf | 25.85 | 101,200 | 47,403,000 | reduced | -0.88 | ||
| IJR | ishares russell 1000 value etf | 18.23 | 164,250 | 33,440,000 | reduced | -0.37 | ||
| IJR | ishares tr rus md cp gr etf | 10.34 | 133,197 | 18,969,000 | reduced | -2.18 | ||
| IJR | ishares russell mid-cap value etf | 9.56 | 125,588 | 17,541,000 | reduced | -0.73 | ||
| IJR | ishares russell 2000 value etf | 6.00 | 62,284 | 11,012,000 | reduced | -0.44 | ||
| IJR | ishares tr rus 2000 grw etf | 4.46 | 25,566 | 8,182,000 | reduced | -1.15 | ||
| IJR | ishares msci eafe etf | 3.94 | 77,414 | 7,228,000 | reduced | -0.33 | ||
| IJR | ishares trust msci emg mkts etf usd dis | 0.94 | 32,354 | 1,728,000 | unchanged | 0.00 | ||
| IJR | ishares russell 1000 index fund | 0.92 | 4,636 | 1,694,000 | added | 0.22 | ||
| MSFT | microsoft corp | 0.38 | 1,336 | 692,000 | added | 0.07 | ||
| NVDA | nvidia corporation com | 0.16 | 1,592 | 297,000 | unchanged | 0.00 | ||