Andrews, Lucia Wealth Management LLC Portfolio Holdings

Andrews, Lucia Wealth Management LLC

  • $163 Million
  • Q4 2025

Andrews, Lucia Wealth Management LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $163 Million distributed in 33 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 $71.4M, Dimensional ETF Tr U S Target with a value of $12.7M, Dimensional ETF Tr Us Marketwi with a value of $11.7M, Dimensional ETF Tr with a value of $11.4M, and Dimensional ETF Tr with a value of $10M.

Examining the 13F form we can see an decrease of $2.36M in the current position value, from $166M to 163M.

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

Portfolio value $163 Million
ETFs: $151 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.4 Million 43.78% of portfolio
1,848,865
Q4 2025 Reduced 0.35%
$0
$12.7 Million 7.79% of portfolio
223,301
Q4 2025 Reduced 8.34%
$0
$11.7 Million 7.15% of portfolio
259,133
Q4 2025 Reduced 14.57%
$0
$11.4 Million 7.01% of portfolio
357,291
Q4 2025 Added 0.04%
$0
$10 Million 6.14% of portfolio
209,201
Q4 2025 Reduced 1.55%
$0
$8.17 Million 5.01% of portfolio
220,293
Q4 2025 Added 1.39%
$0
$6.03 Million 3.7% of portfolio
89,797
Q4 2025 Reduced 0.86%
$0
$5.59 Million 3.43% of portfolio
121,714
Q4 2025 Added 0.09%
$0
$4.77 Million 2.92% of portfolio
146,772
Q4 2025 Added 1.04%
$0
$3.46 Million 2.12% of portfolio
47,493
Q4 2025 Added 0.13%
$0
$2.72 Million 1.67% of portfolio
75,831
Q4 2025 Reduced 1.26%
$0
$1.9 Million 1.17% of portfolio
81,193
Q4 2025 Added 5.9%
$0
$1.57 Million 0.96% of portfolio
41,817
Q4 2025 Added 1.35%
$0
$1.46 Million 0.89% of portfolio
3,969
Q4 2025 Reduced 11.82%
$0
$1.31 Million 0.8% of portfolio
12,044
Q4 2025 Added 61.73%
$0
$980,000 0.6% of portfolio
22,947
Q4 2025 Added 15.34%
$0
$847,000 0.52% of portfolio
3,570
Q3 2024 Reduced 50.0%
$0
$845,000 0.52% of portfolio
10,737
Q4 2025 Reduced 13.52%
$0
$810,000 0.5% of portfolio
1,382
Q3 2025 Added 0.07%
$0
$661,000 0.41% of portfolio
21,063
Q4 2025 Reduced 1.45%
$0
$650,000 0.4% of portfolio
19,679
Q4 2025 Reduced 4.61%
$0
$560,000 0.34% of portfolio
17,866
Q4 2025 Reduced 0.14%
$0
$505,000 0.31% of portfolio
18,548
Q4 2025 Added 1.0%
$0
$409,000 0.25% of portfolio
4,070
Q4 2025 Added 31.29%
$0
$370,000 0.23% of portfolio
5,105
Q4 2025 Added 1.23%
$0
$334,000 0.2% of portfolio
711
Q3 2024 Reduced 50.0%
$0
$318,000 0.19% of portfolio
4,087
Q4 2025 Reduced 22.4%
$0
$289,000 0.18% of portfolio
2,970
Q4 2025 Added 6.26%
$0
$238,000 0.15% of portfolio
1,160
Q4 2024 Added 0.52%
$0
$207,000 0.13% of portfolio
3,227
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $163 Million
  • Prior Value $166 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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