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Andrews Lucia Wealth Management - Q2 2026 13F Filings

AN

Andrews, Lucia Wealth Management LLC

CIK: 0001906227
Address: California Danville 939 Hartz Way Suite 200
$191.14 M
Portfolio Value
39
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AVUS Avantis Us Equity Etf
+$1.4 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
+$912,472.96
3. DFNM Dimensional National Municipal Bond Etf
+$521,013
4. DFUV Dimensional Us Marketwide Value Etf
+$510,326.39
5. DFAI Dimensional International Core Equity Market Etf
+$467,403.14

Top Sells

Q2 2026
1. DFAC Dimensional Us Core Equity 2 Etf
−$2.21 M
2. DFIV Dimensional International Value Etf
−$209,111.11
3. DFAU Dimensional Us Core Equity Market Etf
−$113,614.96
4. AVUV Avantis Us Small Cap Value Etf
−$62,247.8
5. BSV Vanguard Short-Term Bond Etf
−$49,235.14

Asset Allocation

Stocks/ETFs
+14.24%
$191.14 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Andrews Lucia Wealth Management Q2 2026 Filing Summary

Andrews, Lucia Wealth Management LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 191.14 M reflecting a +14.24% change from the prior quarter, spanning 39 assets. The top 10 holdings comprised 84.8% of the portfolio. Quarterly activity included 4 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Andrews Lucia Wealth Management’s Q2 2026 Filing

Andrews Lucia Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Andrews Lucia Wealth Management reported a managed portfolio value of 191.14 M, consisting of 39 individual positions.

This page displays the raw filing documents. To see which stocks Andrews Lucia Wealth Management bought or sold during Q2 2026, please visit Andrews Lucia Wealth Management's Portfolio Analysis page.