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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 $170,617,000 across 28 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-02. Its ten largest share positions make up 88.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001601622-26-000002

Period
2026-03-31
Reported value
$171M
Holdings
28
Top 10 weight
88.01%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTWGadded+1,092$240K
VONVadded+1,334$122K
VONGadded+305$32.2K
WIPadded+330$12.9K
IWBadded+9$3.12K

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
IWFreduced-3,534-$1.45M
IWDreduced-3,588-$751K
IWNreduced-1,579-$292K
IWOreduced-865-$260K
BXexited-1,660-$256K

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, Q1 2026

Share positions as resolved from 13F-HR 0001601622-26-000002, largest first. % of portfolio is the value over $170,617,000, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,270 shares; 2025Q1: 102,192 shares; 2025Q2: 102,098 shares; 2025Q3: 101,200 shares; 2025Q4: 97,888 shares; 2026Q1: 94,354 shares 94,354$38.8M22.72%-3,534Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,516 shares; 2025Q1: 164,600 shares; 2025Q2: 164,865 shares; 2025Q3: 164,250 shares; 2025Q4: 160,552 shares; 2026Q1: 156,964 shares 156,964$32.9M19.27%-3,588Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,065 shares; 2025Q1: 125,960 shares; 2025Q2: 126,510 shares; 2025Q3: 125,588 shares; 2025Q4: 125,683 shares; 2026Q1: 125,594 shares 125,594$17.9M10.47%-89Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,667 shares; 2025Q1: 135,835 shares; 2025Q2: 136,164 shares; 2025Q3: 133,197 shares; 2025Q4: 132,966 shares; 2026Q1: 131,521 shares 131,521$16.3M9.53%-1,445Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,278 shares; 2025Q1: 62,377 shares; 2025Q2: 62,562 shares; 2025Q3: 62,284 shares; 2025Q4: 62,127 shares; 2026Q1: 60,548 shares 60,548$11.2M6.56%-1,579Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,716 shares; 2025Q1: 238,800 shares; 2025Q2: 242,044 shares; 2025Q3: 246,427 shares; 2025Q4: 249,050 shares; 2026Q1: 249,380 shares 249,380$9.72M5.7%+330Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,840 shares; 2025Q1: 25,856 shares; 2025Q2: 25,864 shares; 2025Q3: 25,566 shares; 2025Q4: 25,453 shares; 2026Q1: 24,588 shares 24,588$7.4M4.34%-865Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,184 shares; 2025Q1: 77,094 shares; 2025Q2: 77,673 shares; 2025Q3: 77,414 shares; 2025Q4: 67,226 shares; 2026Q1: 67,226 shares 67,226$6.32M3.71%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,263 shares; 2025Q1: 123,570 shares; 2025Q2: 118,567 shares; 2025Q3: 118,537 shares; 2025Q4: 115,294 shares; 2026Q1: 114,586 shares 114,586$6.01M3.52%-708Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,424 shares; 2025Q1: 21,833 shares; 2025Q2: 21,833 shares; 2025Q3: 21,833 shares; 2025Q4: 21,833 shares; 2026Q1: 21,833 shares 21,833$3.74M2.19%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,409 shares; 2025Q1: 24,737 shares; 2025Q2: 26,487 shares; 2025Q3: 26,979 shares; 2025Q4: 28,322 shares; 2026Q1: 29,656 shares 29,656$2.72M1.6%+1,334Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,749 shares; 2025Q1: 29,837 shares; 2025Q2: 29,846 shares; 2025Q3: 29,854 shares; 2025Q4: 29,862 shares; 2026Q1: 29,867 shares 29,867$2.61M1.53%+5Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 12,211 shares; 2025Q2: 12,555 shares; 2025Q3: 14,121 shares; 2025Q4: 14,439 shares; 2026Q1: 14,450 shares 14,450$2.35M1.38%+11Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,245 shares; 2025Q1: 33,245 shares; 2025Q2: 32,354 shares; 2025Q3: 32,354 shares; 2025Q4: 31,892 shares; 2026Q1: 30,303 shares 30,303$1.66M0.97%-1,589Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,981 shares; 2025Q1: 18,981 shares; 2025Q2: 18,981 shares; 2025Q3: 18,634 shares; 2025Q4: 18,505 shares; 2026Q1: 17,481 shares 17,481$1.62M0.95%-1,024Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,608 shares; 2025Q1: 4,617 shares; 2025Q2: 4,626 shares; 2025Q3: 4,636 shares; 2025Q4: 4,646 shares; 2026Q1: 4,655 shares 4,655$1.61M0.95%+9Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,365 shares; 2025Q2: 5,600 shares; 2025Q3: 5,765 shares; 2025Q4: 6,122 shares; 2026Q1: 7,214 shares 7,214$1.58M0.93%+1,092Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,044 shares; 2025Q1: 12,372 shares; 2025Q2: 13,108 shares; 2025Q3: 13,409 shares; 2025Q4: 13,739 shares; 2026Q1: 14,044 shares 14,044$1.49M0.87%+305Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,156 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 3,962 shares; 2026Q1: 3,962 shares 3,962$1.24M0.72%0Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,736 shares; 2025Q1: 10,761 shares; 2025Q2: 10,795 shares; 2025Q3: 10,824 shares; 2025Q4: 10,425 shares; 2026Q1: 10,446 shares 10,446$684K0.4%+21Timeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,177 shares; 2025Q1: 82,177 shares; 2025Q2: not reported; 2025Q3: 82,177 shares; 2025Q4: 82,177 shares; 2026Q1: 82,177 shares 82,177$490K0.29%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,734 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares; 2026Q1: 6,502 shares 6,502$485K0.28%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,612 shares; 2025Q1: 18,598 shares; 2025Q2: 18,600 shares; 2025Q3: 18,602 shares; 2025Q4: 18,604 shares; 2026Q1: 18,606 shares 18,606$413K0.24%+2Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132$406K0.24%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720$303K0.18%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218$300K0.18%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares 1,592$263K0.15%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345$231K0.14%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BXBLACKSTONE INC1,660$256Kshares

How Q1 2026 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 0001601622-26-000002 base2026-04-02acceptance time not in the bulk data set