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ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Updated 3 days agoManaged by Andrews, Lucia Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$181.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $168.2M |
| Q1 2026 | $167.3M |
| Q2 2026 | $191.1M |
| Q3 2026 | $181.7M |
Top holdings
34 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $67.4M | 1.52M | 37.11% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $14.7M | 266.8K | 8.08% | — |
| 3 | $13.3M | 199.8K | 7.31% | — | |
| 4 | $12.8M | 346.7K | 7.07% | — | |
| 5 | $11.1M | 199.2K | 6.12% | — | |
| 6 | $10.6M | 256.3K | 5.84% | — | |
| 7 | $8M | 102.9K | 4.38% | — | |
| 8 | ? N/A AMERICAN CENTY ETF TR | $6.4M | 50.0K | 3.53% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 118.1K | 3.40% | — |
| 10 | $5.8M | 69.4K | 3.17% | — | |
| 11 | $5.6M | 141.5K | 3.06% | — | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 72.9K | 1.74% | — |
| 13 | $1.7M | 4.0K | 0.91% | — | |
| 14 | $1.5M | 14.6K | 0.81% | — | |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 31.8K | 0.81% | — |
| 16 | $1.2M | 30.4K | 0.67% | — | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 30.6K | 0.61% | — |
| 18 | $999K | 3.6K | 0.55% | — | |
| 19 | $931K | 27.6K | 0.51% | — | |
| 20 | $909K | 1.4K | 0.50% | — |