ANDREWS, LUCIA WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held in its portfolio 33 assets valued at $168,248,486 (i.e. $168.25M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($73.20M), DIMENSIONAL ETF TRUST ($13.30M), and DIMENSIONAL ETF TRUST ($12.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1848865 | 73196562 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 223301 | 13295385 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 259133 | 12073028 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 357291 | 11694159 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 209201 | 10439094 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 220293 | 8395342 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 89797 | 6256144 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 121714 | 5696239 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 146772 | 4780378 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 47493 | 3522513 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 75831 | 2881558 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 81193 | 1859415 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 41817 | 1590304 | US HIGH PROFITAB |
| ISHARES TR | 3969 | 1482183 | RUS 1000 ETF |
| AMERICAN CENTY ETF TR | 12044 | 1346285 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 22947 | 976615 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 27940 | 884717 | INTL HIGH PROFIT |
| ISHARES TR | 3570 | 878791 | RUSSELL 2000 ETF |
| VANGUARD BD INDEX FDS | 10737 | 846208 | SHORT TRM BOND |
| SPDR S&P MIDCAP 400 ETF TR | 1382 | 833791 | UTSER1 S&PDCRP |
| DIMENSIONAL ETF TRUST | 21063 | 693825 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 19679 | 650978 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 17866 | 587627 | US SMALL CAP VAL |
| SCHWAB STRATEGIC TR | 18548 | 508778 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 6318 | 465160 | US CORE EQUITY 1 |
| ISHARES TR | 4070 | 408547 | 0-3 MNTH TREASRY |
| AMERICAN CENTY ETF TR | 5105 | 386769 | US LARGE CAP VLU |
| ISHARES TR | 711 | 336710 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 4087 | 318288 | INTERMED TERM |
| AMERICAN CENTY ETF TR | 2970 | 302894 | US SML CP VALU |
| VANGUARD INDEX FDS | 1160 | 245698 | SM CP VAL ETF |
| ISHARES TR | 3227 | 212991 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 2724 | 201510 | WORLD EQUITY ETF |
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