Andrews, Lucia Wealth Management LLC - Q12026 Holdings

Andrews, Lucia Wealth Management LLC holds 35 stocks with a total portfolio value of $ 167.31M as of Q12026. In Q12026, Andrews, Lucia Wealth Management LLC added 2 new positions, increased stakes in 17 stocks, reduced 13 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 39.46% of the total portfolio.