StockDriftsStockDriftsTop 50 Lauterbach Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.21% | 1.22M | $54.0M | -0.84%(-10.28K) | $27.69(+66.28%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.74% | 390.4K | $27.3M | +0.23%(+907) | $46.25(+56.42%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.09% | 447.6K | $16.5M | +0.05%(+217) | $25.68(+48.52%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.03% | 259.5K | $14.0M | -0.66%(-1.73K) | $32.97(+76.19%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.96% | 251.8K | $13.9M | -2.49%(-6.43K) | $31.86(+80.62%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 4.12% | 328.5K | $9.6M | -1.77%(-5.93K) | $18.12(+65.86%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.96% | 28.1K | $9.2M | +0.05%(+13) | $161.45(+125.91%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.82% | 108.5K | $8.9M | +1.10%(+1.18K) | $59.16(+43.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.18% | 25.3K | $5.1M | +18.42%(+3.93K) | $46.13(+390.05%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.08% | 38.7K | $4.8M | +11.11%(+3.87K) | $90.71(+41.28%) | 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 | +17.85% | +63.67% | — | — | +53.62% |
| Top 20 Holdings Unweighted | +18.76% | +67.51% | — | — | +57.26% |
Lauterbach Financial Advisors, LLC reports $232.47M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (23.2%), DFAT (11.7%) and DFAX (7.1%). The top 20 holdings account for 82.17% of reported assets. Its disclosed equity book has returned +63.67% 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.
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Holdings on this page are parsed from Lauterbach Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909828). View Lauterbach Financial Advisors, LLC’s 13F filings on SEC