LBJ Family Wealth Advisors, Ltd. reported 8 positions worth $7.79M for the quarter ended Sep 30, 2026, up 14.4% on the prior quarter. It opened 1 new position, added to 2, trimmed 1 and exited 0. Its largest holding is ExxonMobil Holdings Corp at 45.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TCBI Texas Capital Bancshares Inc | -137 | -0.8% | $12.74K | 20.48% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +336 | $358.00K | 4.6% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM ExxonMobil Holdings Corp | Energy | 21.8K | $3.55M | 45.64% | 0 | 0.0% | Unchanged | 0% |
| 2 | TCBI Texas Capital Bancshares Inc | Financial Services | 17.1K | $1.59M | 20.48% | -137 | -0.8% | Reduced | 0.04% |
| 3 | MSFT Microsoft Corp | Technology | 1,133 | $581.00K | 7.46% | +1 | +0.1% | Added | 0% |
| 4 | STTK Shattuck Labs, Inc. | Healthcare | 82.2K | $560.00K | 7.19% | 0 | 0.0% | Unchanged | 0.06% |
| 5 | AAPL Apple Inc. | Technology | 1,219 | $406.00K | 5.22% | 0 | 0.0% | Unchanged | 0% |
| 6 | CPB CAMPBELL'S Co | Consumer Staples | 18.6K | $369.00K | 4.74% | +3 | +0.0% | Added | 0.01% |
| 7 | NVDA Nvidia Corp | Technology | 1,594 | $364.00K | 4.68% | 0 | 0.0% | Unchanged | 0% |
| 8 | MU Micron Technology Inc | Technology | 336 | $358.00K | 4.6% | +336 | – | New | 0% |
Tip. Select a row to see that position’s full history at LBJ Family Wealth Advisors.
As of its Q3 2026 13F filing, LBJ Family Wealth Advisors, Ltd.’s five largest positions were ExxonMobil Holdings Corp (XOM) at 45.6%, Texas Capital Bancshares Inc (TCBI) at 20.5%, Microsoft Corp (MSFT) at 7.5%, Shattuck Labs, Inc. (STTK) at 7.2%, Apple Inc. (AAPL) at 5.2% of the reported portfolio.
LBJ Family Wealth Advisors, Ltd. reported a 13F portfolio worth $7.79M across 8 positions for Q3 2026. That is up 14.4% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($358.00K), Microsoft Corp ($512.80), CAMPBELL'S Co ($59.48). It opened 1 new positions.
Its largest sales by value were Texas Capital Bancshares Inc ($12.74K). It exited 0 positions entirely.
From the Form 13F-HR reports LBJ Family Wealth Advisors, Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.