Lauterbach Financial Advisors, LLC
Lauterbach Financial Advisors, LLC reported 87 positions worth $232.5M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAC (23.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $54.0M | 23.21% | 1,216,392 | — | — | |
| ▸ 2 | DFAT | SH | $27.3M | 11.74% | 390,415 | — | — | |
| ▸ 3 | DFAX | SH | $16.5M | 7.09% | 447,575 | — | — | |
| ▸ 4 | DFIV | SH | $14.0M | 6.03% | 259,530 | — | — | |
| ▸ 5 | DFUV | SH | $13.9M | 5.96% | 251,825 | — | — | |
| ▸ 6 | BSVO | SH | $9.6M | 4.12% | 328,483 | — | — | |
| ▸ 7 | JPM | SH | $9.2M | 3.96% | 28,147 | — | — | |
| ▸ 8 | DFUS | SH | $8.9M | 3.82% | 108,460 | — | — | |
| ▸ 9 | NVDA | SH | $5.1M | 2.18% | 25,279 | — | — | |
| ▸ 10 | AVUV | SH | $4.8M | 2.08% | 38,696 | — | — |
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Frequently Asked Questions
What stocks does Lauterbach Financial Advisors, LLC hold as of Q2 2026?
Lauterbach Financial Advisors, LLC reported 87 positions worth $232.5M in its Q2 2026 13F filing. Largest positions: DFAC (23.2%), DFAT (11.7%), DFAX (7.1%), DFIV (6.0%) and DFUV (6.0%).
What did Lauterbach Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lauterbach Financial Advisors, 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.