StockDriftsStockDriftsTop 39 Andrews Lucia Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 38.28% | 1.65M | $73.2M | -2.93%(-49.71K) | $27.62(+66.70%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.76% | 269.7K | $14.8M | +3.56%(+9.28K) | $31.75(+81.26%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.53% | 205.9K | $14.4M | -0.16%(-336) | $46.01(+57.24%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.74% | 349.7K | $12.9M | +0.95%(+3.29K) | $26.07(+46.30%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.85% | 206.9K | $11.2M | -1.84%(-3.87K) | $33.16(+75.19%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.19% | 240.4K | $9.9M | +4.95%(+11.33K) | $29.79(+45.51%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.33% | 100.4K | $8.3M | +0.30%(+296) | $59.73(+40.90%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.19% | 117.8K | $6.1M | -1.83%(-2.20K) | $31.68(+69.56%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.01% | 143.0K | $5.7M | +2.25%(+3.14K) | $24.08(+63.48%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.91% | 67.8K | $5.6M | +8.76%(+5.46K) | $56.40(+50.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.79% | +59.31% | — | — | +48.78% |
| Top 20 Holdings Unweighted | +14.49% | +50.09% | — | — | +37.57% |
Andrews Lucia Wealth Management LLC reports $191.14M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (38.3%), DFUV (7.8%) and DFAT (7.5%). The top 20 holdings account for 95.31% of reported assets. Its disclosed equity book has returned +59.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Andrews Lucia Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Andrews Lucia Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906227). View Andrews Lucia Wealth Management LLC’s 13F filings on SEC