13F Filings History of ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$168,248,486
Signature - Title
Robert Lucia - Managing Member & CCO
Location
Danville, CA
Summary
This page shows a list of all the recent 13F filings made by ANDREWS, LUCIA WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported 33 stock holdings with total value $168,248,486 as of Q4 2025. Top holdings included DFAC, DFAT, DFUV, DFAX, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $168,248,486 +$1,274,293 -$4,303,630 -$3,029,337 DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 26 Jan 2026, 11:36
Q3 2025 32 $166,003,648 +$2,401,811 -$1,383,427 +$1,018,384 DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 08 Oct 2025, 09:49
Q2 2025 28 $153,941,486 +$2,117,371 -$5,461,023 -$3,343,652 DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 11 Jul 2025, 12:48
Q1 2025 27 $148,876,496 +$1,763,729 -$529,307 +$1,234,422 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 21 Apr 2025, 16:02
Q4 2024 26 $149,245,670 +$694,714 -$1,247,362 -$552,648 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 15 Jan 2025, 10:16
Q3 2024 27 $141,107,670 +$1,697,935 -$2,823,630 -$1,125,695 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 11 Oct 2024, 12:29
Q2 2024 27 $143,095,245 +$2,654,796 $0 +$2,654,796 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 25 Jul 2024, 09:07
Q1 2024 27 $140,416,824 +$1,793,513 -$680,086 +$1,113,427 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 14 May 2024, 14:32
Q4 2023 28 $129,627,295 +$2,079,964 -$1,187,376 +$892,588 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 09 Feb 2024, 10:43
Q3 2023 26 $116,280,524 +$506,929 -$927,081 -$420,152 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 02 Nov 2023, 13:28
Q2 2023 26 $120,258,104 +$2,855,006 -$620,091 +$2,234,915 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 04 Aug 2023, 12:22
Q1 2023 24 $112,892,871 +$1,895,444 -$1,021,422 +$874,022 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 03 May 2023, 18:14
Q4 2022 25 $107,518,338 +$3,964,657 -$1,749,686 +$2,214,971 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 13 Feb 2023, 19:10
Q3 2022 23 $94,940,000 +$14,912,384 -$4,206,011 +$10,706,373 DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 01 Nov 2022, 10:36
Q2 2022 18 $99,581,000 +$937,956 -$2,406,865 -$1,468,909 DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 28 Jul 2022, 12:02
Q1 2022 19 $111,628,000 +$1,559,252 -$210,000 +$1,349,252 DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 21 Apr 2022, 15:20
Q4 2021 19 $110,387,000 $0 $0 $0 DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 04 Feb 2022, 14:28