SEC Form 13F · Q1 2026

LBJ Family Wealth Advisors, Ltd.

Institutional Holdings Report

13F-HRTX
$171K
Portfolio Value
28
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
LBJ Family Wealth Advisors, Ltd.
CIK
1601622
Accession No.
0001601622-26-000002
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$171K
Holdings Reported
28
Reporting Period
Q1 2026
Filed
April 2, 2026

About this Filing

LBJ Family Wealth Advisors, Ltd. is an institutional investment manager based in AUSTIN, TX reporting approximately $171K in 13(f) securities across 28 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.