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Andrews, Lucia Wealth Management

Latest statistics and disclosures from Andrews, Lucia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFUV, DFAT, DFAX, DFIV, and represent 66.15% of Andrews, Lucia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUS, SGOV, DFNM, DFUV, DFAI, DFUS, DFAR, DFSD, AVDE, IWF.
Started 4 new stock positions in SPY, CMF, DFSD, DFNM.
Reduced shares in these 10 stocks: DFAC, DFIV, DFAU, AVUV, BSV, DFEM, BIV, DFAT, DFAW, AVRE.
Andrews, Lucia Wealth Management was a net buyer of stock by $4.1M.
Andrews, Lucia Wealth Management has $191M in assets under management (AUM), dropping by 14.24%.
Central Index Key (CIK): 0001906227

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Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	38.3	$73M	-2%	1.6M	44.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.8	$15M	+3%	270k	55.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.5	$14M		206k	69.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.7	$13M		350k	36.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.8	$11M		207k	54.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.2	$9.9M	+4%	240k	41.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.3	$8.3M		100k	82.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.2	$6.1M		118k	51.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$5.7M	+2%	143k	40.21	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.9	$5.6M	+8%	68k	81.94	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.8	$5.4M	+35%	42k	128.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.5	$2.9M	+2%	72k	40.13	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.5	$2.8M	+16%	108k	26.16	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.1	$2.0M	+10%	49k	41.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.6M		4.0k	409.50	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.6	$1.2M	+7%	29k	42.21	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$1.2M	+323%	12k	100.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.1M		3.6k	300.46	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$973k		1.4k	703.36	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$878k		26k	34.13	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$803k	+5%	23k	35.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$792k	+16%	20k	38.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$779k	-5%	10k	77.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$726k	+62%	8.1k	89.20	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$717k	-4%	18k	40.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$593k		19k	31.71	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$568k	+5%	6.2k	91.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$521k	NEW	11k	48.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$457k	-11%	3.7k	124.75	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.2	$456k		5.6k	81.98	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$438k		9.3k	47.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$353k	+300%	2.8k	124.15	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$314k	NEW	6.6k	47.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$282k		1.2k	243.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$271k	-10%	3.5k	76.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$249k		3.2k	77.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$244k	NEW	327.00	745.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$242k	NEW	4.2k	57.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$235k	-2%	2.8k	82.81	View chart

Past Filings by Andrews, Lucia Wealth Management

SEC 13F filings are viewable for Andrews, Lucia Wealth Management going back to 2021

Andrews, Lucia Wealth Management 2026 Q2 filed July 20, 2026
Andrews, Lucia Wealth Management 2026 Q1 filed April 15, 2026
Andrews, Lucia Wealth Management 2025 Q4 filed Jan. 26, 2026
Andrews, Lucia Wealth Management 2025 Q3 filed Oct. 8, 2025
Andrews, Lucia Wealth Management 2025 Q2 filed July 11, 2025
Andrews, Lucia Wealth Management 2025 Q1 filed April 21, 2025
Andrews, Lucia Wealth Management 2024 Q4 filed Jan. 15, 2025
Andrews, Lucia Wealth Management 2024 Q3 filed Oct. 11, 2024
Andrews, Lucia Wealth Management 2024 Q2 filed July 25, 2024
Andrews, Lucia Wealth Management 2024 Q1 filed May 14, 2024
Andrews, Lucia Wealth Management 2023 Q4 filed Feb. 9, 2024
Andrews, Lucia Wealth Management 2023 Q3 filed Nov. 2, 2023
Andrews, Lucia Wealth Management 2023 Q2 filed Aug. 4, 2023
Andrews, Lucia Wealth Management 2023 Q1 filed May 4, 2023
Andrews, Lucia Wealth Management 2022 Q4 filed Feb. 14, 2023
Andrews, Lucia Wealth Management 2022 Q3 filed Nov. 1, 2022

View all past filings

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