LBJ Family Wealth Advisors, Ltd.
$196M
8
14.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IWS | $20.6M | 10.50% | Not reported | -0.6% | Q1 2015 |
 XOM | $2.97M | 1.51% | 0.00% | Not reported | Q1 2025 |
 TCBI | $1.77M | 0.90% | 0.04% | -1.2% | Q4 2016 |
 STTK | $563K | 0.29% | 0.08% | Not reported | Q2 2021 |
 CPB | $428K | 0.22% | 0.01% | 0.0% | Q1 2015 |
 MSFT | $417K | 0.21% | 0.00% | Not reported | Q1 2025 |
 AAPL | $343K | 0.17% | 0.00% | +0.1% | Q1 2025 |
 NVDA | $311K | 0.16% | 0.00% | +0.1% | Q2 2025 |
| Q1 2026 | |||||
| IWS | $17.9M | 10.47% | Not reported | -0.1% | Q1 2015 |
| XOM | $3.74M | 2.19% | 0.00% | Not reported | Q1 2025 |
| TCBI | $1.62M | 0.95% | 0.04% | -5.5% | Q4 2016 |
| STTK | $490K | 0.29% | 0.11% | Not reported | Q2 2021 |
| CPB | $413K | 0.24% | 0.01% | 0.0% | Q1 2015 |
| MSFT | $406K | 0.24% | 0.00% | Not reported | Q1 2025 |
| AAPL | $300K | 0.18% | 0.00% | Not reported | Q1 2025 |
| NVDA | $263K | 0.15% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| IWS | $17.7M | 9.75% | Not reported | +0.1% | Q1 2015 |
| XOM | $2.63M | 1.44% | 0.00% | Not reported | Q1 2025 |
| TCBI | $1.68M | 0.92% | 0.04% | -0.7% | Q4 2016 |
| MSFT | $547K | 0.30% | 0.00% | -15.3% | Q1 2025 |
| CPB | $518K | 0.28% | 0.01% | 0.0% | Q1 2015 |
| AAPL | $331K | 0.18% | 0.00% | +32.8% | Q1 2025 |
| STTK | $300K | 0.16% | 0.13% | Not reported | Q2 2021 |
| NVDA | $297K | 0.16% | 0.00% | Not reported | Q2 2025 |
 BX | $256K | 0.14% | 0.00% | -15.3% | Q1 2025 |
| Q3 2025 | |||||
| IWS | $17.5M | 9.56% | Not reported | -0.7% | Q1 2015 |
| XOM | $2.46M | 1.34% | 0.00% | Not reported | Q1 2025 |
| TCBI | $1.58M | 0.86% | 0.04% | -1.8% | Q4 2016 |
| MSFT | $692K | 0.38% | 0.00% | +0.1% | Q1 2025 |
| CPB | $587K | 0.32% | 0.01% | 0.0% | Q1 2015 |
| BX | $335K | 0.18% | 0.00% | +0.1% | Q1 2025 |
| NVDA | $297K | 0.16% | 0.00% | Not reported | Q2 2025 |
| AAPL | $234K | 0.13% | 0.00% | Not reported | Q1 2025 |
| STTK | $196K | 0.11% | 0.13% | Not reported | Q2 2021 |