Andrews, Lucia Wealth Management Llc

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$166M
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 32 stock holdings with total value $166M as of Q3 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 Date Filed
Q3 2025 32 $166M +$2.4M -$1.38M +$1.02M DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 10/8/2025, 09:49 AM
Q2 2025 28 $154M +$2.12M -$5.46M -$3.34M DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 7/11/2025, 12:48 PM
Q1 2025 27 $149M +$1.76M -$529K +$1.23M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 4/21/2025, 04:02 PM
Q4 2024 26 $149M +$695K -$1.25M -$553K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 1/15/2025, 10:16 AM
Q3 2024 27 $141M +$1.7M -$2.82M -$1.13M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 10/11/2024, 12:29 PM
Q2 2024 27 $143M +$2.65M $0 +$2.65M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 7/25/2024, 09:07 AM
Q1 2024 27 $140M +$1.79M -$680K +$1.11M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 5/14/2024, 02:32 PM
Q4 2023 28 $130M +$2.08M -$1.19M +$893K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 2/9/2024, 10:43 AM
Q3 2023 26 $116M +$507K -$927K -$420K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 11/2/2023, 01:28 PM
Q2 2023 26 $120M +$2.86M -$620K +$2.23M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 8/4/2023, 12:22 PM
Q1 2023 24 $113M +$1.9M -$1.02M +$874K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 5/3/2023, 06:14 PM
Q4 2022 25 $108M +$3.96M -$1.75M +$2.21M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 2/13/2023, 07:10 PM
Q3 2022 23 $94.9M +$14.9M -$4.21M +$10.7M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 11/1/2022, 10:36 AM
Q2 2022 18 $99.6M +$938K -$2.41M -$1.47M DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 7/28/2022, 12:02 PM
Q1 2022 19 $112M +$1.56M -$210K +$1.35M DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 4/21/2022, 03:20 PM
Q4 2021 19 $110M $0 $0 DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 2/4/2022, 02:28 PM