Lauterbach Financial Advisors, LLC: 13F holdings
CIK 19098282026Q2
| Positions | 87 |
|---|
| Reported value | $232.5m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 87 (+8 vs prior quarter) |
|---|
| Reported value | $232.5m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,216,392 | $54.0m | 23.2% |
| DIMENSIONAL ETF TRUST | 390,415 | $27.3m | 11.7% |
| DFAX DIMENSIONAL ETF TRUST | 447,575 | $16.5m | 7.1% |
| DFIV DIMENSIONAL ETF TRUST | 259,530 | $14.0m | 6.0% |
| YM=F DIMENSIONAL ETF TRUST | 251,825 | $13.9m | 6.0% |
| BSVO EA SERIES TRUST | 328,483 | $9.6m | 4.1% |
| JPM JPMORGAN CHASE & CO | 28,147 | $9.2m | 4.0% |
| DFUS DIMENSIONAL ETF TRUST | 108,460 | $8.9m | 3.8% |
| NVDA NVIDIA CORPORATION | 25,279 | $5.1m | 2.2% |
| AVUV AMERICAN CENTY ETF TR | 38,696 | $4.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909828")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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