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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 $183,401,000 across 29 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-07. Its ten largest share positions make up 88.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001601622-25-000009

Period
2025-09-30
Reported value
$183M
Holdings
29
Top 10 weight
88.65%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTWVadded+1,566$244K
AAPLnew+917$234K
STTKnew+82,177$196K
WIPadded+4,383$172K
VONVadded+492$44K

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
IWPreduced-2,967-$423K
IWFreduced-898-$421K
IWSreduced-922-$129K
IWDreduced-615-$125K
IWOreduced-298-$95.4K

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, Q3 2025

Share positions as resolved from 13F-HR 0001601622-25-000009, largest first. % of portfolio is the value over $183,401,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,270 shares; 2025Q1: 102,192 shares; 2025Q2: 102,098 shares; 2025Q3: 101,200 shares 101,200$47.4M25.85%-898Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,516 shares; 2025Q1: 164,600 shares; 2025Q2: 164,865 shares; 2025Q3: 164,250 shares 164,250$33.4M18.23%-615Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,667 shares; 2025Q1: 135,835 shares; 2025Q2: 136,164 shares; 2025Q3: 133,197 shares 133,197$19M10.34%-2,967Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,065 shares; 2025Q1: 125,960 shares; 2025Q2: 126,510 shares; 2025Q3: 125,588 shares 125,588$17.5M9.56%-922Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,278 shares; 2025Q1: 62,377 shares; 2025Q2: 62,562 shares; 2025Q3: 62,284 shares 62,284$11M6%-278Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,716 shares; 2025Q1: 238,800 shares; 2025Q2: 242,044 shares; 2025Q3: 246,427 shares 246,427$9.66M5.27%+4,383Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,840 shares; 2025Q1: 25,856 shares; 2025Q2: 25,864 shares; 2025Q3: 25,566 shares 25,566$8.18M4.46%-298Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,184 shares; 2025Q1: 77,094 shares; 2025Q2: 77,673 shares; 2025Q3: 77,414 shares 77,414$7.23M3.94%-259Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,263 shares; 2025Q1: 123,570 shares; 2025Q2: 118,567 shares; 2025Q3: 118,537 shares 118,537$6.42M3.5%-30Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,749 shares; 2025Q1: 29,837 shares; 2025Q2: 29,846 shares; 2025Q3: 29,854 shares 29,854$2.73M1.49%+8Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,424 shares; 2025Q1: 21,833 shares; 2025Q2: 21,833 shares; 2025Q3: 21,833 shares 21,833$2.46M1.34%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,409 shares; 2025Q1: 24,737 shares; 2025Q2: 26,487 shares; 2025Q3: 26,979 shares 26,979$2.41M1.31%+492Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 12,211 shares; 2025Q2: 12,555 shares; 2025Q3: 14,121 shares 14,121$2.2M1.2%+1,566Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,245 shares; 2025Q1: 33,245 shares; 2025Q2: 32,354 shares; 2025Q3: 32,354 shares 32,354$1.73M0.94%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,608 shares; 2025Q1: 4,617 shares; 2025Q2: 4,626 shares; 2025Q3: 4,636 shares 4,636$1.69M0.92%+10Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,044 shares; 2025Q1: 12,372 shares; 2025Q2: 13,108 shares; 2025Q3: 13,409 shares 13,409$1.62M0.88%+301Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,156 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares 4,870$1.6M0.87%0Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,981 shares; 2025Q1: 18,981 shares; 2025Q2: 18,981 shares; 2025Q3: 18,634 shares 18,634$1.57M0.86%-347Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,365 shares; 2025Q2: 5,600 shares; 2025Q3: 5,765 shares 5,765$1.35M0.74%+165Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,736 shares; 2025Q1: 10,761 shares; 2025Q2: 10,795 shares; 2025Q3: 10,824 shares 10,824$713K0.39%+29Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares 1,336$692K0.38%+1Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,612 shares; 2025Q1: 18,598 shares; 2025Q2: 18,600 shares; 2025Q3: 18,602 shares 18,602$587K0.32%+2Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,734 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,502 shares 6,502$478K0.26%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares 720$346K0.19%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,773 shares; 2025Q1: 1,956 shares; 2025Q2: 1,958 shares; 2025Q3: 1,960 shares 1,960$335K0.18%+2Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares 404$302K0.16%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares 1,592$297K0.16%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 917 shares 917$234K0.13%newTimeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,177 shares; 2025Q1: 82,177 shares; 2025Q2: not reported; 2025Q3: 82,177 shares 82,177$196K0.11%newTimeline

How Q3 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 0001601622-25-000009 base2025-10-07acceptance time not in the bulk data set