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Q2 2026 13F · SEC CIK 1906227

Andrews, Lucia Wealth Management LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$191.1M
Reported positions
39
Top holdings a year, 3 yrs
+18.1%
Assets under management
$543.5M

Andrews, Lucia Wealth Management LLC is a wealth manager that reported 39 positions worth $191.1M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Dimensional ETF Trust (DFAC, 38.3%), Dimensional ETF Trust (DFUV, 7.8%), Dimensional ETF Trust (DFAT, 7.5%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Andrews, Lucia Wealth Management LLC holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Andrews, Lucia Wealth Management LLC 13F holdings
Stock% of 13F valueShare changeReported value
DFACDimensional ETF Trust38.3%-2.9%$73.2M
DFUVDimensional ETF Trust7.8%+3.6%$14.8M
DFATDimensional ETF Trust7.5%-0.2%$14.4M
DFAXDimensional ETF Trust6.7%+1.0%$12.9M
DFIVDimensional ETF Trust5.8%-1.8%$11.2M
DFAIDimensional ETF Trust5.2%+4.9%$9.9M
DFASDimensional ETF Trust4.3%+0.3%$8.3M
DFAUDimensional ETF Trust3.2%-1.8%$6.1M
DFAEDimensional ETF Trust3.0%+2.2%$5.7M
DFUSDimensional ETF Trust2.9%+8.8%$5.6M
AVUSAvantis U.S. Equity ETF2.8%+35.3%$5.4M
DISVDimensional ETF Trust1.5%+2.4%$2.9M
DFARDimensional US Real1.5%+16.3%$2.8M
DUHPDimensional ETF Trust1.1%+10.3%$2.0M
IWBIshares Tr0.9%+0.0%$1.6M
DFCFDimensional ETF Trust0.6%+7.9%$1.2M
SGOVIshares Tr0.6%+323.0%$1.2M
IWMIshares Tr0.6%+0.0%$1.1M
MDYState Str Spdr S&p Midcap 400.5%+0.0%$973K
DIHPDimensional International High Profitabi0.5%+0.6%$877K
DFISDimensional ETF Trust0.4%+5.2%$803K
DFSVDimensional US Small Cap0.4%+16.2%$792K
BSVVanguard Bd Index Fds0.4%-5.9%$779K
AVDEAvantis International Equity ETF0.4%+62.7%$726K
DFEMDimensional ETF Trust0.4%-4.9%$717K
SCHDSchwab Strategic Tr0.3%+0.0%$593K
AVLVAmerican Centy ETF Tr0.3%+5.1%$568K
DFNMDimensional ETF Trust0.3%—$521K
AVUVAmerican Centy ETF Tr0.2%-12.0%$457K
DCORDimensional US Core Equity 1 ETF0.2%+0.2%$456K
AVREAvantis Real Estate ETF0.2%-0.8%$438K
IWFIshares Tr0.2%+300.3%$353K
DFSDDimensional Short-Duration Fixed Income 0.2%—$314K
VBRVanguard Index Fds0.1%+0.0%$282K
BIVVanguard Bd Index Fds0.1%-11.0%$271K
IJHIshares Tr0.1%+0.0%$249K
SPYState Str Spdr S&p 500 ETF T0.1%—$244K
CMFIshares Tr0.1%—$242K
DFAWDimensional ETF Trust0.1%-2.5%$235K

What Andrews, Lucia Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+24.7% /yr
S&P 500 +20.1%
3 years
+18.1% /yr
S&P 500 +20.4%
5 years
+10.9% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$191.1M39
Q1 2026$167.3M35
Q4 2025$168.2M33
Q3 2025$166.0M32
Q2 2025$153.9M28
Q1 2025$148.9M27
Q4 2024$149.7M26
Q3 2024$141.1M27
Q2 2024$143.1M27
Q1 2024$140.4M27
Q4 2023$129.6M28
Q3 2023$116.3M26

Questions about Andrews, Lucia Wealth Management LLC's portfolio

What stocks does Andrews, Lucia Wealth Management LLC own?

Andrews, Lucia Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 39 positions worth $191.1M. The largest are Dimensional ETF Trust (DFAC) at 38.3%, Dimensional ETF Trust (DFUV) at 7.8%, Dimensional ETF Trust (DFAT) at 7.5%, Dimensional ETF Trust (DFAX) at 6.7% and Dimensional ETF Trust (DFIV) at 5.8%.

What did Andrews, Lucia Wealth Management LLC buy last quarter?

In Q2 2026, Andrews, Lucia Wealth Management LLC added a new position in Dimensional ETF Trust (DFNM), a new position in Dimensional Short-Duration Fixed Income (DFSD), a new position in State Str Spdr S&p 500 ETF T (SPY), a new position in Ishares Tr (CMF), Ishares Tr (SGOV) (+323.0% shares), Ishares Tr (IWF) (+300.3% shares) and Avantis International Equity ETF (AVDE) (+62.7% shares), compared with its Q1 2026 filing.

What did Andrews, Lucia Wealth Management LLC sell last quarter?

In Q2 2026, Andrews, Lucia Wealth Management LLC American Centy ETF Tr (AVUV) (-12.0% shares), Vanguard Bd Index Fds (BIV) (-11.0% shares) and Vanguard Bd Index Fds (BSV) (-5.9% shares), compared with its Q1 2026 filing.

How has Andrews, Lucia Wealth Management LLC's portfolio performed?

A portfolio copying Andrews, Lucia Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.7% against +20.1%. Over 5 years: +10.9% a year against +13.0%.

When is Andrews, Lucia Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Andrews, Lucia Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Andrews, Lucia Wealth Management LLC manage?

Andrews, Lucia Wealth Management LLC reported $543.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $191.1M.