Titelia

Holdings of LBJ Family Wealth Advisors, Ltd.

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Net assets
-
Positions
27 in 1 countries
Top ten
89.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ISHARES TRUST 94,35438.8K $
2ISHARES TRUST 156,96432.9K $
3iShares Russell Mid-Cap Value 125,59417.9K $
4ISHARES TRUST 131,52116.3K $
5iShares Russell 2000 Value ETF 60,54811.2K $
6State Street SPDR FTSE Interna 249,3809.7K $
7iShares Russell 2000 Growth ETF 24,5887.4K $
8ISHARES TRUST 67,2266.3K $
9VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 114,5866K $
10Exxon Mobil Corp 21,8333.7K $
11Vanguard Russell 1000 Value 29,6562.7K $
12Vanguard Real Estate ETF 29,8672.6K $
13ISHARES INC 30,3031.7K $
14Texas Capital Bancshares Inc 17,4811.6K $
15ISHARES TRUST 4,6551.6K $
16Vanguard Russell 2000 Growth 7,2141.6K $
17VANGUARD SCOTTSDALE FUNDS 14,0441.5K $
18Vanguard Total Stock Market ETF 3,9621.2K $
19WisdomTree Trust 10,446684 $
20Shattuck Labs Inc 82,177490 $
21VANGUARD STAR FUNDS 6,502485 $
22Campbell's Company/The 18,606413 $
23Microsoft Corp 1,132406 $
24Vanguard Growth ETF 720303 $
25Apple Inc 1,218300 $
26NVIDIA Corp 1,592263 $
27Vanguard Information Technology ETF 345231 $

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Sector breakdown

  • Funds 20.5 %
  • Energy 2.2 %
  • Technology 0.6 %
  • Unattributed 76.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States27168.3K $100.00 %
Cite this page

Titelia. "Holdings of LBJ Family Wealth Advisors, Ltd.". https://titelia.com/en/funds/US13F1601622