Lauterbach Financial Advisors, LLC Portfolio Holdings

Lauterbach Financial Advisors, LLC

  • $153 Million
  • Q1 2025

Lauterbach Financial Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Million distributed in 73 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 $41.8M, Dimensional ETF Tr U S Target with a value of $19.6M, Dimensional ETF Tr with a value of $12.1M, Dimensional ETF Tr Us Marketwi with a value of $10.8M, and Dimensional ETF Tr with a value of $10.6M.

Examining the 13F form we can see an decrease of $3.44M in the current position value, from $157M to 153M.

Below you can find more details about Lauterbach Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $113 Million
Financial Services: $9.38 Million
Technology: $7.29 Million
Consumer Defensive: $3.55 Million
Energy: $3.17 Million
Consumer Cyclical: $2.46 Million
Healthcare: $1.95 Million
Industrials: $795,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198M
$20,000 0.01% of portfolio
32,270
Q1 2025 Reduced 18.86%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $153 Million
  • Prior Value $157 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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