Andrews, Lucia Wealth Management LLC Portfolio Holdings

Andrews, Lucia Wealth Management LLC

  • $146 Million
  • Q1 2025

Andrews, Lucia Wealth Management LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 27 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 $62.8M, Dimensional ETF Tr Us Marketwi with a value of $15.3M, Dimensional ETF Tr U S Target with a value of $13.5M, Dimensional ETF Tr with a value of $9.52M, and Dimensional ETF Tr with a value of $8.39M.

Examining the 13F form we can see an decrease of $1.56M in the current position value, from $147M to 146M.

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

Portfolio value $146 Million
ETFs: $136 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $146 Million
  • Prior Value $147 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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