13F Filings History of Lauterbach Financial Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$204,459,256
Signature - Title
Billy DeFrance - Chief Compliance Officer
Location
El Paso, TX
Summary
This page shows a list of all the recent 13F filings made by Lauterbach Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lauterbach Financial Advisors, LLC reported 80 stock holdings with total value $204,459,256 as of Q4 2025. Top holdings included DFAC, DFAT, DFAX, DFIV, and DFUV.

Notify me when Lauterbach Financial Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $204,459,256 +$4,202,128 -$4,068,754 +$133,374 DFAC, DFAT, DFAX, DFIV, DFUV 13F-HR 13 Feb 2026, 11:17
Q3 2025 83 $198,885,775 +$4,208,331 -$1,082,392 +$3,125,939 DFAC, DFAT, DFAX, DFIV, DFUV 13F-HR 12 Nov 2025, 16:07
Q2 2025 80 $181,773,728 +$8,532,697 -$936,746 +$7,595,951 DFAC, DFAT, DFAX, DFIV, DFUV 13F-HR 17 Jul 2025, 17:29
Q1 2025 73 $160,498,613 +$3,201,815 -$3,643,391 -$441,576 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 05 May 2025, 17:23
Q4 2024 74 $164,784,256 +$3,761,073 -$2,300,727 +$1,460,346 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 07 Feb 2025, 14:37
Q3 2024 70 $164,417,473 +$4,352,462 -$1,735,271 +$2,617,191 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 01 Nov 2024, 14:58
Q2 2024 64 $151,829,464 +$4,803,233 -$2,257,378 +$2,545,855 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 12 Aug 2024, 17:01
Q1 2024 66 $152,364,284 +$5,531,197 -$7,775,413 -$2,244,216 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 08 May 2024, 10:28
Q4 2023 67 $143,538,687 +$4,037,943 -$1,152,362 +$2,885,581 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 18 Jan 2024, 13:22
Q3 2023 60 $127,323,334 +$360,811 -$761,448 -$400,637 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 30 Oct 2023, 16:39
Q2 2023 61 $130,831,070 +$2,505,390 -$1,642,701 +$862,689 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 02 Aug 2023, 16:43
Q1 2023 60 $123,759,476 +$7,630,227 -$534,247 +$7,095,980 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 01 May 2023, 17:31
Q4 2022 53 $112,207,313 +$4,560,521 -$1,901,287 +$2,659,234 DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 26 Jan 2023, 16:44
Q3 2022 49 $98,177,000 +$2,155,231 -$3,555,984 -$1,400,753 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 28 Oct 2022, 15:16
Q2 2022 47 $105,270,000 +$13,301,158 -$2,207,328 +$11,093,830 DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 29 Jul 2022, 15:55
Q1 2022 50 $110,003,000 +$2,293,652 -$1,386,814 +$906,838 DFAC, DFAT, DFAX, DFIV, JPM 13F-HR 11 May 2022, 12:30
Q4 2021 53 $113,159,000 $0 $0 $0 DFAC, DFAT, DFAX, DFIV, JPM 13F-HR 08 Feb 2022, 15:22