Lauterbach Financial Advisors, LLC Portfolio Holdings
Lauterbach Financial Advisors, LLC
- $174 Million
- Q2 2025
Lauterbach Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $174 Million distributed in 80 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 $45.4M, Dimensional ETF Tr U S Target with a value of $21.4M, Dimensional ETF Tr with a value of $13.5M, Dimensional ETF Tr with a value of $11.6M, and Dimensional ETF Tr Us Marketwi with a value of $11.1M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $153M to 174M.
Below you can find more details about Lauterbach Financial Advisors, LLC portfolio as well as his latest detailed transactions.