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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 $167,310,489 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 86.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001725547-26-000128

Period
2026-03-31
Reported value
$167M
Holdings
35
Top 10 weight
86.68%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUSadded+18,913$2.1M
DFUSadded+14,881$1.06M
DFASadded+10,319$734K
AVDEnew+5,004$425K
AVREnew+9,326$411K

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
DFACreduced-149,927-$5.83M
DFATreduced-17,079-$1.07M
DFAXreduced-10,897-$370K
DFAEreduced-6,922-$234K
DISVreduced-5,810-$229K

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, Q1 2026

Share positions as resolved from 13F-HR 0001725547-26-000128, largest first. % of portfolio is the value over $167,310,489, 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; 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; 2026Q1: 1,698,938 shares 1,698,938$66M39.46%-149,927Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 206,222 shares 206,222$12.9M7.7%-17,079Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 260,431 shares 260,431$12.6M7.54%+1,298Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 346,394 shares 346,394$11.8M7.03%-10,897Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 210,747 shares 210,747$11.1M6.65%+1,546Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 229,029 shares 229,029$8.92M5.33%+8,736Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 100,116 shares 100,116$7.12M4.26%+10,319Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 119,992 shares 119,992$5.41M3.24%-1,722Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 139,850 shares 139,850$4.74M2.83%-6,922Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 62,374 shares 62,374$4.42M2.64%+14,881Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares; 2025Q4: 12,044 shares; 2026Q1: 30,957 shares 30,957$3.44M2.06%+18,913Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,021 shares 70,021$2.76M1.65%-5,810Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 92,510 shares 92,510$2.19M1.31%+11,317Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,164 shares 44,164$1.62M0.97%+2,347Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,991 shares 3,991$1.42M0.85%+22Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,767 shares 26,767$1.13M0.68%+3,820Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,595 shares 3,595$892K0.53%+25Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,383 shares 1,383$853K0.51%+1Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,633 shares 10,633$834K0.5%-104Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,550 shares 25,550$823K0.49%-2,390Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,797 shares 21,797$734K0.44%+734Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,547 shares 18,547$641K0.38%-1,132Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,881 shares; 2025Q3: 17,891 shares; 2025Q4: 17,866 shares; 2026Q1: 17,586 shares 17,586$616K0.37%-280Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,704 shares 18,704$574K0.34%+156Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,105 shares; 2026Q1: 5,928 shares 5,928$478K0.29%+823Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares; 2025Q4: 2,970 shares; 2026Q1: 4,163 shares 4,163$460K0.27%+1,193Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,004 shares 5,004$425K0.25%newTimeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,326 shares 9,326$411K0.25%newTimeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares; 2025Q3: 6,519 shares; 2025Q4: 6,318 shares; 2026Q1: 5,553 shares 5,553$400K0.24%-765Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,970 shares 3,970$306K0.18%-117Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711$303K0.18%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 4,070 shares; 2026Q1: 2,806 shares 2,806$282K0.17%-1,264Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,160 shares 1,160$252K0.15%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,227 shares 3,227$218K0.13%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares; 2026Q1: 2,912 shares 2,912$215K0.13%+188Timeline

How Q1 2026 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 0001725547-26-000128 base2026-04-15acceptance time not in the bulk data set