ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Q3 2026 13F filing
Updated 3 days ago34 disclosed positions worth $181.7M
Full holdings
Every line item disclosed in 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 | A DIMENSIONAL ETF TRUST | $13.3M | 199.8K | 7.31% | — |
| 4 | D DIMENSIONAL ETF TRUST | $12.8M | 346.7K | 7.07% | — |
| 5 | M DIMENSIONAL ETF TRUST | $11.1M | 199.2K | 6.12% | — |
| 6 | C DIMENSIONAL ETF TRUST | $10.6M | 256.3K | 5.84% | — |
| 7 | R DIMENSIONAL ETF TRUST | $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 | R DIMENSIONAL ETF TRUST | $5.8M | 69.4K | 3.17% | — |
| 11 | N DIMENSIONAL ETF TRUST | $5.6M | 141.5K | 3.06% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 72.9K | 1.74% | — |
| 13 | E ISHARES TR | $1.7M | 4.0K | 0.91% | — |
| 14 | E ISHARES TR | $1.5M | 14.6K | 0.81% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 31.8K | 0.81% | — |
| 16 | H DIMENSIONAL ETF TRUST | $1.2M | 30.4K | 0.67% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 30.6K | 0.61% | — |
| 18 | E ISHARES TR | $999K | 3.6K | 0.55% | — |
| 19 | N DIMENSIONAL ETF TRUST | $931K | 27.6K | 0.51% | — |
| 20 | M STATE STR SPDR S&P MIDCAP 40 | $909K | 1.4K | 0.50% | — |
| 21 | V VANGUARD BD INDEX FDS | $883K | 11.6K | 0.49% | — |
| 22 | R DIMENSIONAL ETF TRUST | $762K | 16.4K | 0.42% | — |
| 23 | S DIMENSIONAL ETF TRUST | $760K | 19.1K | 0.42% | — |
| 24 | ? N/A AMERICAN CENTY ETF TR | $735K | 8.2K | 0.40% | — |
| 25 | ? N/A AMERICAN CENTY ETF TR | $535K | 5.9K | 0.29% | — |
| 26 | ? N/A AMERICAN CENTY ETF TR | $502K | 5.3K | 0.28% | — |
| 27 | M AMERICAN CENTY ETF TR | $489K | 4.1K | 0.27% | — |
| 28 | V VANGUARD BD INDEX FDS | $469K | 6.4K | 0.26% | — |
| 29 | ? N/A AMERICAN CENTY ETF TR | $414K | 9.3K | 0.23% | — |
| 30 | E ISHARES TR | $356K | 2.8K | 0.20% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $314K | 3.8K | 0.17% | — |
| 32 | S STATE STR SPDR S&P 500 ETF T | $250K | 327 | 0.14% | — |
| 33 | E ISHARES TR | $232K | 3.2K | 0.13% | — |
| 34 | E ISHARES TR | $227K | 4.2K | 0.12% | — |