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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, DFAT, DFUV, DFAX, DFIV, and represent 68.38% of Andrews, Lucia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUS, DFUS, DFAS, AVDE, AVRE, DFAI, DFAR, DFCF, AVUV, DUHP.
Started 2 new stock positions in AVDE, AVRE.
Reduced shares in these 10 stocks: DFAC (-$5.8M), DFAT, DFAX, DFAE, DISV, SGOV, DFAU, DIHP, DCOR, DFEM.
Andrews, Lucia Wealth Management was a net seller of stock by $-2.1M.
Andrews, Lucia Wealth Management has $167M in assets under management (AUM), dropping by -0.56%.
Central Index Key (CIK): 0001906227

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Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	39.5	$66M	-8%	1.7M	38.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.7	$13M	-7%	206k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.5	$13M		260k	48.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.0	$12M	-3%	346k	33.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.6	$11M		211k	52.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.3	$8.9M	+3%	229k	38.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.3	$7.1M	+11%	100k	71.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.2	$5.4M		120k	45.12	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$4.7M	-4%	140k	33.86	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.6	$4.4M	+31%	62k	70.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$3.4M	+157%	31k	111.18	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$2.8M	-7%	70k	39.44	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.3	$2.2M	+13%	93k	23.65	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$1.6M	+5%	44k	36.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.4M		4.0k	356.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.1M	+16%	27k	42.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$892k		3.6k	248.00	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$853k		1.4k	616.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$834k		11k	78.41	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$823k	-8%	26k	32.22	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$734k	+3%	22k	33.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$641k	-5%	19k	34.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$616k		18k	35.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$574k		19k	30.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$478k	+16%	5.9k	80.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$460k	+40%	4.2k	110.46	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$425k	NEW	5.0k	84.84	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$411k	NEW	9.3k	44.02	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$400k	-12%	5.6k	72.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$306k	-2%	4.0k	77.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$303k		711.00	426.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$283k	-31%	2.8k	100.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$252k		1.2k	217.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$218k		3.2k	67.53	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$215k	+6%	2.9k	73.78	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 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
Andrews, Lucia Wealth Management 2022 Q2 filed July 28, 2022

View all past filings

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