Managed by Andrews, Lucia Wealth Management Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $73.2M | 1.85M | 0.00% | — |
| 2 | ? N/A — | $71.6M | 1.86M | 0.00% | — |
| 3 | ? N/A — | $66.7M | 1.86M | 0.00% | — |
| 4 | ? N/A — | $66M | 1.70M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $65.9M |
| 1.90M |
| 0.00% |
| — |
| 6 | ? N/A — | $65.4M | 1.91M | 0.00% | — |
| 7 | ? N/A — | $61.9M | 1.92M | 0.00% | — |
| 8 | ? N/A — | $61.2M | 1.91M | 0.00% | — |
| 9 | ? N/A — | $61.2M | 1.91M | 0.00% | — |
| 10 | ? N/A — | $55.4M | 1.89M | 0.00% | — |
| 11 | ? N/A — | $51.7M | 1.90M | 0.00% | — |
| 12 | ? N/A — | $49.7M | 1.90M | 0.00% | — |
| 13 | ? N/A — | $47.6M | 1.87M | 0.00% | — |
| 14 | ? N/A — | $15.4M | 370.3K | 0.00% | — |
| 15 | ? N/A — | $15.2M | 371.6K | 0.00% | — |
| 16 | ? N/A — | $15.1M | 368.3K | 0.00% | — |
| 17 | ? N/A — | $15.1M | 368.3K | 0.00% | — |
| 18 | ? N/A — | $14.7M | 373.5K | 0.00% | — |
| 19 | ? N/A — | $14.6M | 262.6K | 0.00% | — |
| 20 | ? N/A — | $14.4M | 259.3K | 0.00% | — |