LBJ Family Wealth Advisors Q2 Portfolio Activity Report
This report details observable purchases and sales by LBJ Family Wealth Advisors Ltd. during the second quarter of 2026.
As reported for LBJ Family Wealth Advisors, Ltd., significant changes occurred in their portfolio holdings during the period leading up to June 30th, 2026. The total portfolio value stood at $196,131 as of that date.
The most notable activity involved substantial increases in exposure to large-cap U.S. equity funds:
- ISHARES TR RUS 1000 GRW ETF (IWF), commonly known as the iShares Russell 1000 Growth ETF, saw a massive increase of over 298% in shares held during this quarter.
- VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG), the Vanguard Growth ETF, experienced a significant 500% jump in shares.
- VANGUARD WORLD FD INF TECH ETF (VGT), tracking global information technology stocks, also showed an enormous increase of nearly 701% in its share count during the quarter.
Conversely, several existing holdings saw slight decreases or remained relatively static:
- ISHARES RUSSELL 1000 VALUE ETF (IWD), Russell 1000 Value, decreased by a small margin.
- ISHARES RUSSELL MID-CAP VALUE ETF (IWS) and ISHARES TR RUS MD CP GR ETF (IWP), Russell Mid-Cap Value, saw minor reductions.
- SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (WIP) showed a very slight increase in shares held (+0.33%), while ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM), the Emerging Markets ETF, decreased slightly.
- VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF (VONV) also experienced a small decrease in shares held.
The portfolio's sector allocation remains dominated by the category labeled 'Unknown', which accounts for 96.53% of the total value ($189,324). This indicates that most holdings are broad-based funds rather than individual stocks with specific sectors identified.
Other minor sector exposures include:
- TEXAS CAP BANCSHARES INC COM (TCBI), classified under Financial Services, increased slightly (+0.9%) in portfolio allocation.
- Exposures to Technology and Healthcare sectors were minimal at 0.55% and 0.29%, respectively.
In summary, LBJ Family Wealth Advisors demonstrated a strong preference for large-cap U.S. growth funds during this quarter, significantly increasing positions in IWF, VUG, and VGT. While most other holdings remained relatively unchanged or saw minor adjustments, the overall strategy appears focused on broadening exposure within large-cap U.S. growth stocks.