ANDREWS, LUCIA WEALTH MANAGEMENT LLC
ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 39 positions worth $191.1M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DFAC (38.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $73.2M | 38.28% | 1,649,228 | — | — | |
| ▸ 2 | DFUV | SH | $14.8M | 7.76% | 269,708 | — | — | |
| ▸ 3 | DFAT | SH | $14.4M | 7.53% | 205,886 | — | — | |
| ▸ 4 | DFAX | SH | $12.9M | 6.74% | 349,686 | — | — | |
| ▸ 5 | DFIV | SH | $11.2M | 5.85% | 206,876 | — | — | |
| ▸ 6 | DFAI | SH | $9.9M | 5.19% | 240,360 | — | — | |
| ▸ 7 | DFAS | SH | $8.3M | 4.33% | 100,412 | — | — | |
| ▸ 8 | DFAU | SH | $6.1M | 3.19% | 117,794 | — | — | |
| ▸ 9 | DFAE | SH | $5.7M | 3.01% | 142,993 | — | — | |
| ▸ 10 | DFUS | SH | $5.6M | 2.91% | 67,839 | — | — |
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Frequently Asked Questions
What stocks does ANDREWS, LUCIA WEALTH MANAGEMENT LLC hold as of Q2 2026?
ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 39 positions worth $191.1M in its Q2 2026 13F filing. Largest positions: DFAC (38.3%), DFUV (7.8%), DFAT (7.5%), DFAX (6.7%) and DFIV (5.8%).
What did ANDREWS, LUCIA WEALTH MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ANDREWS, LUCIA WEALTH MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.