Andrews, Lucia Wealth Management LLC Portfolio Holdings

Andrews, Lucia Wealth Management LLC

  • $166 Million
  • Q3 2025

Andrews, Lucia Wealth Management LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $71.6M, Dimensional ETF Tr U S Target with a value of $14.2M, Dimensional ETF Tr Us Marketwi with a value of $13.6M, Dimensional ETF Tr with a value of $11.2M, and Dimensional ETF Tr with a value of $9.8M.

Examining the 13F form we can see an increase of $12M in the current position value, from $153M to 166M.

Below you can find more details about Andrews, Lucia Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
ETFs: $154 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.6 Million 43.23% of portfolio
1,855,317
Q3 2025 Reduced 0.29%
$0
$14.2 Million 8.57% of portfolio
243,616
Q3 2025 Reduced 3.96%
$0
$13.6 Million 8.19% of portfolio
303,328
Q3 2025 Reduced 2.19%
$0
$11.2 Million 6.77% of portfolio
357,145
Q3 2025 Reduced 0.87%
$0
$9.8 Million 5.92% of portfolio
212,490
Q3 2025 Reduced 0.44%
$0
$7.9 Million 4.77% of portfolio
217,267
Q3 2025 Added 3.87%
$0
$6.2 Million 3.75% of portfolio
90,575
Q3 2025 Reduced 0.45%
$0
$5.56 Million 3.36% of portfolio
121,603
Q3 2025 Reduced 0.44%
$0
$4.58 Million 2.77% of portfolio
145,261
Q3 2025 Added 0.9%
$0
$3.44 Million 2.08% of portfolio
47,430
Q3 2025 Added 0.16%
$0
$2.74 Million 1.66% of portfolio
76,801
Q3 2025 Reduced 0.68%
$0
$1.83 Million 1.1% of portfolio
76,666
Q3 2025 Added 12.97%
$0
$1.65 Million 0.99% of portfolio
4,501
Q3 2025 Reduced 3.02%
$0
$1.56 Million 0.94% of portfolio
41,259
Q3 2025 Added 0.07%
$0
$979,000 0.59% of portfolio
12,415
Q3 2025 Reduced 0.35%
$0
$891,000 0.54% of portfolio
29,340
Q3 2025 Added 0.25%
$0
$850,000 0.51% of portfolio
19,895
Q3 2025 Added 7.96%
$0
$823,000 0.5% of portfolio
1,382
Q3 2025 Added 0.07%
$0
$809,000 0.49% of portfolio
7,447
Q3 2025 New
$0
$676,000 0.41% of portfolio
21,373
Q3 2025 Added 0.04%
$0
$661,000 0.4% of portfolio
20,629
Q3 2025 Added 2.3%
$0
$569,000 0.34% of portfolio
17,891
Q3 2025 Added 0.06%
$0
$501,000 0.3% of portfolio
18,364
Q3 2025 Added 0.96%
$0
$411,000 0.25% of portfolio
5,267
Q3 2025 Reduced 2.39%
$0
$364,000 0.22% of portfolio
5,043
Q3 2025 New
$0
$327,000 0.2% of portfolio
711
Q3 2024 Reduced 50.0%
$0
$312,000 0.19% of portfolio
3,100
Q3 2025 New
$0
$278,000 0.17% of portfolio
2,795
Q3 2025 New
$0
$242,000 0.15% of portfolio
1,160
Q4 2024 Added 0.52%
$0
$210,000 0.13% of portfolio
3,227
Q4 2024 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $166 Million
  • Prior Value $153 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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