Skip to content
Disclosery

13F-HR filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-15, with 35 holding rows worth $167,310,489.

Accession
0001725547-26-000128
Filer
CIK 1906227
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 35 entries on the cover page, a total value of $167,310,489 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,310,489 with VALUE read as dollars as filed, 13F file number 028-21602. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,698,938$66,020,742dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU206,222$12,878,541dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE260,431$12,620,479dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE346,394$11,767,001dollars as filed
Dimensional International Value ETF25434V807SHS210,747$11,123,248dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK229,029$8,922,985dollars as filed
Dimensional US Small Cap ETF25434V500COM100,116$7,121,264dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT119,992$5,414,048dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG139,850$4,735,332dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF62,374$4,422,916dollars as filed
Avantis US Equity ETF025072885SHS30,957$3,441,748dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS70,021$2,761,620dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF92,510$2,187,869dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF44,164$1,623,484dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF3,991$1,423,031dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF26,767$1,130,087dollars as filed
iShares Russell 2000 ETF464287655SHS3,595$891,560dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,383$852,768dollars as filed
Vanguard Short-Term Bond ETF921937827SHS10,633$833,719dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT25,550$823,231dollars as filed
DIMENSIONAL ETF TRUST25434V773INTL SMALL CAP E21,797$733,921dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO18,547$640,795dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF17,586$616,225dollars as filed
SCHD808524797COM18,704$573,831dollars as filed
Avantis US Large Cap Value ETF025072349SHS5,928$477,891dollars as filed
Avantis US Small Cap Value ETF025072877SHS4,163$459,862dollars as filed
Avantis International Equity ETF025072703SHS5,004$424,539dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF9,326$410,531dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF5,553$400,243dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS3,970$306,377dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK711$303,345dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS2,806$282,452dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,160$252,032dollars as filed
IJH464287507COM3,227$217,929dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF2,912$214,843dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725547-26-000128this filing2026-04-15acceptance time not in the bulk data set