LBJ Family Wealth Advisors, Ltd. has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The report details the firm's holdings in various common stocks and exchange-traded funds.
The filing lists a total of 29 securities held by the firm. Among the individual common stock positions, Shattuck Labs Inc. is held in the quantity of 560 shares. Apple Inc. is held in 406 shares, while NVIDIA Corporation is held in 364 shares. Microsoft Corp. is held in 581 shares, and Micron Technology Inc. is held in 358 shares.
The portfolio also includes significant positions in exchange-traded funds (ETFs). The Vanguard International Equity Index Funds FTSE Emerging Markets ETF ETF is the largest holding, with 67,118 shares. The iShares Russell 1000 Growth ETF ETF is the second-largest holding, with 46,960 shares. Other notable ETF positions include the iShares Russell 1000 Value ETF ETF (38,577 shares), the iShares MSCI EAFE ETF ETF (6,897 shares), and the iShares TR Russell 2000 Growth ETF ETF (8,660 shares).
The filing indicates that the firm holds all positions in these securities as of the report date, with no changes in beneficial ownership reported during the specified period.
