LBJ Family Wealth Advisors, Ltd. - Portfolio Stock Holdings

LBJ Family Wealth Advisors, Ltd. disclosed 28 stock positions in a recent SEC 13F filing. $192,310,696 of stock holdings were filed, with the largest holdings including IWF, IWD, and IWS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $388,847,133 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.