DOSSIER · 13F-HR · Q2 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
$191M in tracked AUM across 39 positions as of Q2 2026.
AL
CIK 0001906227 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Andrews, Lucia Wealth Management LLC manages a concentrated portfolio totaling approximately $159.05 million across 20 holdings. The firm employs a highly systematic investment approach, utilizing almost exclusively Exchange Traded Funds (ETFs) to implement its strategy. The portfolio experienced modest growth of 3.3% during the quarter, increasing from $153.94 million to $159.05 million.
The portfolio is characterized by a "barbell" structure in terms of weighting. A sin...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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