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Portfolio (Quarterly) Guide ↗

LBJ Family Wealth Advisors, Ltd.

· CIK 0001601622
13F Portfolio $196M AUM 28 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 Added 10 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWD ISHARES RUSSELL 1000 VALUE ETF 155,137.0 $37.7M 19.20% -2K -1.2% $242.75 +5.8%
2 IWS ISHARES RUSSELL MID-CAP VALUE ETF 124,862.0 $20.6M 10.50% -732.0 -0.6% $164.93 +2.9%
3 IWP ISHARES TR RUS MD CP GR ETF 130,287.0 $18.9M 9.61% -1K -0.9% $144.68 -2.9%
4 IWN ISHARES RUSSELL 2000 VALUE ETF 60,110.0 $13.3M 6.78% -438.0 -0.7% $221.28 +0.2%
5 IWO ISHARES TR RUS 2000 GRW ETF 24,361.0 $9.5M 4.85% -227.0 -0.9% $390.25 -3.4%
6 EFA ISHARES MSCI EAFE ETF 66,885.0 $6.9M 3.53% -341.0 -0.5% $103.45 +3.9%
7 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 111,715.0 $6.6M 3.37% -3K -2.5% $59.18 +2.3%
8 VTWV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS 14,363.0 $2.8M 1.43% -87.0 -0.6% $195.15 +0.4%
9 EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 30,071.0 $2.0M 1.03% -232.0 -0.8% $67.44 -0.6%
10 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 17,275.0 $1.8M 0.90% -206.0 -1.2% $102.69 -5.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 43.6%
Financial Services 26.1%
Technology 15.7%
Healthcare 8.3%
Consumer Defensive 6.3%