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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 $195,863,000 across 29 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-01. Its ten largest share positions make up 87.86% of the portfolio.

Accepted , ingested 13F-HR 0001601622-26-000005

Period
2026-09-30
Reported value
$196M
Holdings
29
Top 10 weight
87.86%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+336$358K
IWPadded+2,147$296K
WIPadded+5,443$208K
IWSadded+979$157K
IWDadded+461$114K

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
VTIreduced-1,011-$379K
IWFreduced-1,487-$186K
IWNreduced-382-$80K
EFAreduced-502-$52.2K
IWOreduced-97-$34.6K

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 2026

Share positions as resolved from 13F-HR 0001601622-26-000005, largest first. % of portfolio is the value over $195,863,000, 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; 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; 2026Q3: 374,899 shares 374,899$47M23.98%-1,487Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 155,598 shares 155,598$38.6M19.7%+461Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 125,841 shares 125,841$20.2M10.33%+979Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 132,434 shares 132,434$18.2M9.31%+2,147Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,728 shares 59,728$12.5M6.39%-382Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 255,652 shares 255,652$9.75M4.98%+5,443Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,264 shares 24,264$8.66M4.42%-97Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,383 shares 66,383$6.9M3.52%-502Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,274 shares 113,274$6.72M3.43%+1,559Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,833 shares 21,833$3.55M1.81%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,292 shares 30,292$3.29M1.68%+653Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,536 shares 14,536$2.69M1.37%+173Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,878 shares 29,878$2.68M1.37%+8Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,689 shares 29,689$1.98M1.01%-382Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,670 shares 4,670$1.94M0.99%+8Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,350 shares 7,350$1.92M0.98%+106Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,730 shares 14,730$1.9M0.97%+606Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,138 shares 17,138$1.59M0.81%-137Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,951 shares 2,951$1.1M0.56%-1,011Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,495 shares 10,495$752K0.38%+24Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,133 shares 1,133$581K0.3%+1Timeline
STTKSHATTUCK LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,177 shares 82,177$560K0.29%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,502 shares 6,502$552K0.28%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 915 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 917 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,219 shares; 2026Q3: 1,219 shares 1,219$406K0.21%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 4,323 shares; 2026Q3: 4,323 shares 4,323$390K0.2%0Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,612 shares 18,612$369K0.19%+3Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,594 shares 1,594$364K0.19%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 336 shares 336$358K0.18%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 2,761 shares; 2026Q3: 2,761 shares 2,761$347K0.18%0Timeline

How Q3 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 0001601622-26-000005 base2026-10-01