Institutional Fund
Lbj Family Wealth Advisors, Ltd.
Austin, TXCIK 16016228 filings on record
Portfolio Value
$170.6K
Q1 2026
Holdings
28
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-6.2%
from $181.8K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr22.7%
- Ishares Tr19.3%
- Ishares Tr10.5%
- Ishares Tr9.5%
- Ishares Tr6.6%
- Spdr Series Trust5.7%
- Other25.8%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 94.4K | $38.8K | 22.7% | −3.5K | Reduced |
| 2 | Ishares Tr | 157.0K | $32.9K | 19.3% | −3.6K | Reduced |
| 3 | Ishares Tr | 125.6K | $17.9K | 10.5% | −89 | Reduced |
| 4 | Ishares Tr | 131.5K | $16.3K | 9.5% | −1.4K | Reduced |
| 5 | Ishares Tr | 60.5K | $11.2K | 6.6% | −1.6K | Reduced |
| 6 | Spdr Series Trust | 249.4K | $9.7K | 5.7% | +330 | Added |
| 7 | Ishares Tr | 24.6K | $7.4K | 4.3% | −865 | Reduced |
| 8 | Ishares Tr | 67.2K | $6.3K | 3.7% | 0 | Held |
| 9 | Vanguard Intl Equity Index F | 114.6K | $6.0K | 3.5% | −708 | Reduced |
| 10 | Exxon Mobil Corp | 21.8K | $3.7K | 2.2% | 0 | Held |
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