LBJ Family Wealth Advisors
LBJ Family Wealth Advisors reported 29 stocks worth $196K in its 13F filing for Q3 2026, filed Oct 1, 2026. Its largest holdings are IWF (24.0%), IWD (19.7%) and IWS (10.3%). Compared with Q2 2026, the fund opened new positions in MU, added to IWD, IWS and IWP and trimmed IWF, IWN and IWO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $47K | 24.0% | 375K | −1,487 (−0%) | 8 of 8 | |
| 2 |  IWD Ishares TR | $39K | 19.7% | 156K | +461 (+0%) | 8 of 8 | |
| 3 |  IWS Ishares TR | $20K | 10.3% | 126K | +979 (+1%) | 8 of 8 | |
| 4 |  IWP Ishares TR | $18K | 9.3% | 132K | +2,147 (+2%) | 8 of 8 | |
| 5 |  IWN Ishares TR | $13K | 6.4% | 60K | −382 (−1%) | 8 of 8 | |
| 6 |  WIP Spdr Series Trust | $10K | 5.0% | 256K | +5,443 (+2%) | 8 of 8 | |
| 7 |  IWO Ishares TR | $9K | 4.4% | 24K | −97 (−0%) | 8 of 8 | |
| 8 |  EFA Ishares TR | $7K | 3.5% | 66K | −502 (−1%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $7K | 3.4% | 113K | +1,559 (+1%) | 8 of 8 | |
| 10 |  XOM Exxon Mobil Corp | $4K | 1.8% | 22K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 1, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LBJ Family Wealth Advisors 13F FAQ
What does LBJ Family Wealth Advisors own?
LBJ Family Wealth Advisors reported 29 stocks worth $196K in its 13F filing for Q3 2026, filed Oct 1, 2026. Its largest holdings are IWF (24.0%), IWD (19.7%) and IWS (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did LBJ Family Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 11 added to, 7 trimmed and 0 sold out. New positions include MU.
When will LBJ Family Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LBJ Family Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $196K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.