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.

Portfolio value $174 Million
ETFs: $128 Million
Financial Services: $11.3 Million
Technology: $9.05 Million
Consumer Defensive: $3.17 Million
Energy: $2.95 Million
Consumer Cyclical: $2.93 Million
Healthcare: $1.9 Million
Industrials: $939,000
Other: $267,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$249M
$52,000 0.03% of portfolio
32,270
Q1 2025 Reduced 18.86%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $174 Million
  • Prior Value $153 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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