LBJ Family Wealth Advisors, Ltd.
•CIK: 1601622•Filing: Q4 2025
**LBJ Family Wealth Advisors, Ltd.** manages $182M across a concentrated portfolio of 29 positions. The fund exhibits a pronounced focus on iShares Core indices, with IWF leading the allocation at $46.3M, followed by IWD ($33.8M) and IWP ($18.2M). Notable diversification is maintained through international exposure, highlighted by significant holdings in EFA ($6.5M) and VWO ($6.2M). This structure suggests a core strategy rooted in broad, low-cost market index tracking.
Total AUM
$181.8M
QoQ Performance
-0.9%
Positions
29
Top 10 Concentration
88.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWD
IWP
IWS
IWN
WIP
IWF25.5%
IWD18.6%
IWP10.0%
IWS9.8%
IWN6.2%
WIP5.4%
IWO4.5%
EFA3.6%
📈 Biggest Buys
VONV
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF
+5.0%
1.4% of portfolio
WIP
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
+1.1%
5.4% of portfolio
VTWG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
+6.2%
0.8% of portfolio
AAPL
APPLE INC
+32.8%
0.2% of portfolio
VTWV
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS
+2.3%
1.3% of portfolio
📉 Biggest Sells
Sector Breakdown
Other97.9%
Energy1.4%
Technology0.6%
Changes from Q3 2025
↑10 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023