Andrews, Lucia Wealth Management LLC - Q22026 Holdings

Andrews, Lucia Wealth Management LLC holds 39 stocks with a total portfolio value of $ 191.14M as of Q22026. In Q22026, Andrews, Lucia Wealth Management LLC added 4 new positions, increased stakes in 19 stocks, reduced 10 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 38.28% of the total portfolio.