ETF Holders

LBJ Family Wealth Advisors, Ltd. ETF holdings

Austin, TX

Reported $189.3M in 21 ETFs in its Form 13F for June 30, 2026.

ETF value
$189.3M
ETFs held
21
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
96.5%
of $196.1M

Top 10 of 21 ETF holdings

TickerFundValueSharesChange
IWFiShares Russell 1000 Growth ETF$45.9M376,386+282,032 shares
IWDiShares Russell 1000 Value ETF$37.7M155,137−1,827 shares
IWSiShares Russell Mid-Cap Value ETF$20.6M124,862−732 shares
IWPiShares Russell Mid-Cap Growth ETF$18.9M130,287−1,234 shares
IWNiShares Russell 2000 Value ETF$13.3M60,110−438 shares
WIPState Street SPDR FTSE International Government Inflation-Protected Bond ETF$9.8M250,209+829 shares
IWOiShares Russell 2000 Growth ETF$9.5M24,361−227 shares
EFAiShares MSCI EAFE ETF$6.9M66,885−341 shares
VWOVanguard FTSE Emerging Markets ETF$6.6M111,715−2,871 shares
VONVVanguard Russell 1000 Value ETF$3.2M29,639−17 shares
11 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001601622. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does LBJ Family Wealth Advisors, Ltd. own?

LBJ Family Wealth Advisors, Ltd. reported 21 ETF positions worth $189.3M in its Form 13F for June 30, 2026. The largest was IWF, at $45.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.