LBJ Family Wealth Advisors, Ltd.: 13F holdings

CIK 16016222026Q2

Positions28
Reported value$196.1m
Filed2026-07-14

Change since last quarter

Positions28 (+0 vs prior quarter)
Reported value$196.1m (+15.0%)

Top 10 holdings

SecuritySharesValueWeight
IWF ISHARES TR RUS 1000 GRW ETF376,386$45.9m23.4%
IWD ISHARES RUSSELL 1000 VALUE ETF155,137$37.7m19.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF124,862$20.6m10.5%
IWP ISHARES TR RUS MD CP GR ETF130,287$18.9m9.6%
IWN ISHARES RUSSELL 2000 VALUE ETF60,110$13.3m6.8%
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF250,209$9.8m5.0%
IWO ISHARES TR RUS 2000 GRW ETF24,361$9.5m4.8%
EFA ISHARES MSCI EAFE ETF66,885$6.9m3.5%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF111,715$6.6m3.4%
VONV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF29,639$3.2m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1601622")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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