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LBJ Family Wealth Advisors, Ltd.

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13F filer, CIK 1601622, AUSTIN, TX

LBJ Family Wealth Advisors, Ltd. reported $171,905,000 across 27 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-07. Its ten largest share positions make up 89.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001601622-25-000006

Period
2025-06-30
Reported value
$172M
Holdings
27
Top 10 weight
89.21%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+1,592$251K
VONVadded+1,750$149K
WIPadded+3,244$129K
VONGadded+736$80.3K
IWSadded+550$72.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VWOreduced-5,003-$247K
AAPLexited-916-$203K
STTKexited-82,177-$78K
EEMreduced-891-$43K
IWFreduced-94-$39.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001601622-25-000006, largest first. % of portfolio is the value over $171,905,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,270 shares; 2025Q1: 102,192 shares; 2025Q2: 102,098 shares 102,098$43.3M25.22%-94Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,516 shares; 2025Q1: 164,600 shares; 2025Q2: 164,865 shares 164,865$32M18.63%+265Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,667 shares; 2025Q1: 135,835 shares; 2025Q2: 136,164 shares 136,164$18.9M10.98%+329Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,065 shares; 2025Q1: 125,960 shares; 2025Q2: 126,510 shares 126,510$16.7M9.72%+550Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,278 shares; 2025Q1: 62,377 shares; 2025Q2: 62,562 shares 62,562$9.87M5.74%+185Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,716 shares; 2025Q1: 238,800 shares; 2025Q2: 242,044 shares 242,044$9.65M5.62%+3,244Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,840 shares; 2025Q1: 25,856 shares; 2025Q2: 25,864 shares 25,864$7.39M4.3%+8Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,184 shares; 2025Q1: 77,094 shares; 2025Q2: 77,673 shares 77,673$6.94M4.04%+579Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,263 shares; 2025Q1: 123,570 shares; 2025Q2: 118,567 shares 118,567$5.86M3.41%-5,003Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,749 shares; 2025Q1: 29,837 shares; 2025Q2: 29,846 shares 29,846$2.66M1.55%+9Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,424 shares; 2025Q1: 21,833 shares; 2025Q2: 21,833 shares 21,833$2.35M1.37%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,409 shares; 2025Q1: 24,737 shares; 2025Q2: 26,487 shares 26,487$2.26M1.31%+1,750Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 12,211 shares; 2025Q2: 12,555 shares 12,555$1.75M1.02%+344Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,608 shares; 2025Q1: 4,617 shares; 2025Q2: 4,626 shares 4,626$1.57M0.91%+9Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,245 shares; 2025Q1: 33,245 shares; 2025Q2: 32,354 shares 32,354$1.56M0.91%-891Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,981 shares; 2025Q1: 18,981 shares; 2025Q2: 18,981 shares 18,981$1.51M0.88%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,156 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares 4,870$1.48M0.86%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,044 shares; 2025Q1: 12,372 shares; 2025Q2: 13,108 shares 13,108$1.43M0.83%+736Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,365 shares; 2025Q2: 5,600 shares 5,600$1.17M0.68%+235Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,736 shares; 2025Q1: 10,761 shares; 2025Q2: 10,795 shares 10,795$667K0.39%+34Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,335 shares 1,335$664K0.39%+1Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,612 shares; 2025Q1: 18,598 shares; 2025Q2: 18,600 shares 18,600$570K0.33%+2Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,734 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares 6,502$449K0.26%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares 720$316K0.18%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,773 shares; 2025Q1: 1,956 shares; 2025Q2: 1,958 shares 1,958$293K0.17%+2Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares 404$268K0.16%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 1,592 shares 1,592$251K0.15%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC916$203Kshares
STTKSHATTUCK LABS INC82,177$78Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001601622-25-000006 base2025-07-07acceptance time not in the bulk data set