Andrews, Lucia Wealth Management LLC - Q42025 Holdings

Andrews, Lucia Wealth Management LLC holds 33 stocks with a total portfolio value of $ 168.25M as of Q42025. In Q42025, Andrews, Lucia Wealth Management LLC added 1 new position, increased stakes in 13 stocks, reduced 14 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 43.51% of the total portfolio.