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ANDREWS, LUCIA WEALTH MANAGEMENT LLC

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13F filer, CIK 1906227, DANVILLE, CA

ANDREWS, LUCIA WEALTH MANAGEMENT LLC reported $168,248,486 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 88.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001725547-26-000050

Period
2025-12-31
Reported value
$168M
Holdings
33
Top 10 weight
88.77%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUSadded+4,597$514K
DFAWnew+2,724$202K
DFCFadded+3,052$130K
DFAIadded+3,026$115K
DFARadded+4,527$104K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFUVreduced-44,195-$2.06M
DFATreduced-20,315-$1.21M
DFACreduced-6,452-$255K
IWBreduced-532-$199K
DFIVreduced-3,289-$164K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001725547-26-000050, largest first. % of portfolio is the value over $168,248,486, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920,145 shares; 2024Q4: 1,906,971 shares; 2025Q1: 1,903,820 shares; 2025Q2: 1,860,710 shares; 2025Q3: 1,855,317 shares; 2025Q4: 1,848,865 shares 1,848,865$73.2M43.51%-6,452Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,769 shares; 2024Q4: 259,327 shares; 2025Q1: 262,612 shares; 2025Q2: 253,652 shares; 2025Q3: 243,616 shares; 2025Q4: 223,301 shares 223,301$13.3M7.9%-20,315Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,474 shares; 2024Q4: 370,341 shares; 2025Q1: 371,556 shares; 2025Q2: 310,126 shares; 2025Q3: 303,328 shares; 2025Q4: 259,133 shares 259,133$12.1M7.18%-44,195Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,080 shares; 2024Q4: 378,073 shares; 2025Q1: 363,346 shares; 2025Q2: 360,272 shares; 2025Q3: 357,145 shares; 2025Q4: 357,291 shares 357,291$11.7M6.95%+146Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 208,744 shares; 2025Q1: 213,176 shares; 2025Q2: 213,438 shares; 2025Q3: 212,490 shares; 2025Q4: 209,201 shares 209,201$10.4M6.2%-3,289Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,119 shares; 2024Q4: 186,758 shares; 2025Q1: 199,759 shares; 2025Q2: 209,163 shares; 2025Q3: 217,267 shares; 2025Q4: 220,293 shares 220,293$8.4M4.99%+3,026Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 90,037 shares; 2025Q1: 91,970 shares; 2025Q2: 90,987 shares; 2025Q3: 90,575 shares; 2025Q4: 89,797 shares 89,797$6.26M3.72%-778Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,657 shares; 2024Q4: 119,956 shares; 2025Q1: 119,972 shares; 2025Q2: 122,144 shares; 2025Q3: 121,603 shares; 2025Q4: 121,714 shares 121,714$5.7M3.39%+111Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,644 shares; 2024Q4: 134,940 shares; 2025Q1: 145,488 shares; 2025Q2: 143,967 shares; 2025Q3: 145,261 shares; 2025Q4: 146,772 shares 146,772$4.78M2.84%+1,511Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,054 shares; 2024Q4: 47,108 shares; 2025Q1: 47,212 shares; 2025Q2: 47,356 shares; 2025Q3: 47,430 shares; 2025Q4: 47,493 shares 47,493$3.52M2.09%+63Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 68,477 shares; 2025Q1: 71,030 shares; 2025Q2: 77,327 shares; 2025Q3: 76,801 shares; 2025Q4: 75,831 shares 75,831$2.88M1.71%-970Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 61,353 shares; 2025Q1: 66,701 shares; 2025Q2: 67,867 shares; 2025Q3: 76,666 shares; 2025Q4: 81,193 shares 81,193$1.86M1.11%+4,527Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,490 shares; 2024Q4: 41,125 shares; 2025Q1: 40,143 shares; 2025Q2: 41,229 shares; 2025Q3: 41,259 shares; 2025Q4: 41,817 shares 41,817$1.59M0.95%+558Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,696 shares; 2025Q1: 5,696 shares; 2025Q2: 4,641 shares; 2025Q3: 4,501 shares; 2025Q4: 3,969 shares 3,969$1.48M0.88%-532Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares; 2025Q4: 12,044 shares 12,044$1.35M0.8%+4,597Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 11,949 shares; 2025Q1: 15,544 shares; 2025Q2: 18,428 shares; 2025Q3: 19,895 shares; 2025Q4: 22,947 shares 22,947$977K0.58%+3,052Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,987 shares; 2024Q4: 28,003 shares; 2025Q1: 28,478 shares; 2025Q2: 29,268 shares; 2025Q3: 29,340 shares; 2025Q4: 27,940 shares 27,940$885K0.53%-1,400Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares 3,570$879K0.52%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,051 shares; 2025Q1: 12,779 shares; 2025Q2: 12,458 shares; 2025Q3: 12,415 shares; 2025Q4: 10,737 shares 10,737$846K0.5%-1,678Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,381 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares 1,382$834K0.5%0Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 15,277 shares; 2025Q1: 16,642 shares; 2025Q2: 21,364 shares; 2025Q3: 21,373 shares; 2025Q4: 21,063 shares 21,063$694K0.41%-310Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 15,432 shares; 2025Q1: 15,491 shares; 2025Q2: 20,166 shares; 2025Q3: 20,629 shares; 2025Q4: 19,679 shares 19,679$651K0.39%-950Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,881 shares; 2025Q3: 17,891 shares; 2025Q4: 17,866 shares 17,866$588K0.35%-25Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,895 shares; 2025Q1: 17,852 shares; 2025Q2: 18,189 shares; 2025Q3: 18,364 shares; 2025Q4: 18,548 shares 18,548$509K0.3%+184Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares; 2025Q3: 6,519 shares; 2025Q4: 6,318 shares 6,318$465K0.28%-201Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 4,070 shares 4,070$409K0.24%+970Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,105 shares 5,105$387K0.23%+62Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711$337K0.2%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,351 shares; 2025Q1: 5,372 shares; 2025Q2: 5,396 shares; 2025Q3: 5,267 shares; 2025Q4: 4,087 shares 4,087$318K0.19%-1,180Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares; 2025Q4: 2,970 shares 2,970$303K0.18%+175Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160$246K0.15%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares 3,227$213K0.13%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares 2,724$202K0.12%newTimeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001725547-26-000050 base2026-01-26acceptance time not in the bulk data set