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 ETFs Only

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

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
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email