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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 $196,131,000 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 87.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001601622-26-000003

Period
2026-06-30
Reported value
$196M
Holdings
28
Top 10 weight
87.87%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+282,032$34.4M
VUGadded+3,603$306K
VGTadded+2,416$282K
WIPadded+829$32.6K
VONGadded+80$10K

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
IWDreduced-1,827-$443K
IWPreduced-1,234-$179K
VWOreduced-2,871-$170K
IWSreduced-732-$121K
IWNreduced-438-$96.9K

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 2026

Share positions as resolved from 13F-HR 0001601622-26-000003, largest first. % of portfolio is the value over $196,131,000, 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; 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; 2026Q2: 376,386 shares 376,386$45.9M23.41%+282,032Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 155,137 shares 155,137$37.7M19.2%-1,827Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,862 shares 124,862$20.6M10.5%-732Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 130,287 shares 130,287$18.9M9.61%-1,234Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,110 shares 60,110$13.3M6.78%-438Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 250,209 shares 250,209$9.84M5.02%+829Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,361 shares 24,361$9.51M4.85%-227Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 66,885 shares 66,885$6.92M3.53%-341Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 111,715 shares 111,715$6.61M3.37%-2,871Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,639 shares 29,639$3.16M1.61%-17Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,833 shares 21,833$2.97M1.51%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,870 shares 29,870$2.93M1.49%+3Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,363 shares 14,363$2.8M1.43%-87Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,244 shares 7,244$2.06M1.05%+30Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,071 shares 30,071$2.03M1.03%-232Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,662 shares 4,662$1.89M0.97%+7Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,275 shares 17,275$1.77M0.9%-206Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,124 shares 14,124$1.77M0.9%+80Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,962 shares 3,962$1.46M0.74%0Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,471 shares 10,471$790K0.4%+25Timeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,177 shares 82,177$563K0.29%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,502 shares 6,502$552K0.28%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,609 shares 18,609$428K0.22%+3Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,132 shares 1,132$417K0.21%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 4,323 shares 4,323$367K0.19%+3,603Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,219 shares 1,219$343K0.17%+1Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 2,761 shares 2,761$322K0.16%+2,416Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,594 shares 1,594$311K0.16%+2Timeline

How Q2 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 0001601622-26-000003 base2026-07-14acceptance time not in the bulk data set