LBJ Family Wealth Advisors, Ltd. - Portfolio overview

LBJ Family Wealth Advisors, Ltd. has 29 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR RUS 1000 GRW ETF, 22.72%
2. IWD - ISHARES RUSSELL 1000 VALUE ETF, 19.27%
3. IWS - ISHARES RUSSELL MID-CAP VALUE ETF, 10.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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