LBJ Family Wealth Advisors, Ltd.
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 196,131
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 28 | 196,131 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
| Q1 2026 | 4/1/2026 | 28 | 170,617 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
| Q4 2025 | 1/2/2026 | 29 | 181,823 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
| Q3 2025 | 10/7/2025 | 29 | 183,401 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
| Q2 2025 | 7/7/2025 | 27 | 171,905 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
| Q4 2013 | 3/10/2014 | 14 | 67,169 | 13F-HR | LBJ Family Wealth Advisors, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.807 K | 3.5% | 0 | 430 | -430 |
| ETFs | 189.3 K | 96.5% | 25.94 K | 0 | 25.94 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
196,131
Holdings
28
QoQ value change ($000)
25,514
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.