13F Insight
DOSSIER · 13F-HR · Q2 2026

Lauterbach Financial Advisors, LLC

$232M in tracked AUM across 87 positions as of Q2 2026.

LF
CIK 0001909828 · last filed Jun 30, 2026
Total AUM
$232M
as of Q2 2026
Holdings
87
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lauterbach Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$54M1.2M23.2%02
DFAT
DIMENSIONAL ETF TRUST
$27M390K11.7%03
DFAX
DIMENSIONAL ETF TRUST
$16M448K7.1%04
DFIV
DIMENSIONAL ETF TRUST
$14M260K6.0%05
DFUV
DIMENSIONAL ETF TRUST
$14M252K6.0%06
BSVO
EA SERIES TRUST
$10M328K4.1%07
JPM
JPMORGAN CHASE & CO
$9M28K4.0%08
DFUS
DIMENSIONAL ETF TRUST
$9M108K3.8%09
NVDA
NVIDIA CORPORATION
$5M25K2.2%10
AVUV
AMERICAN CENTY ETF TR
$5M39K2.1%

Filing history

2026Q2Jun 30
$232M▲ 13.5%
87 positionsView →2026Q1Mar 31
$205M▲ 0.1%
79 positionsView →2025Q4Dec 31
$204M▲ 2.8%
80 positionsView →2025Q3Sep 30
$199M▲ 9.4%
83 positionsView →2025Q2Jun 30
$182M▲ 13.3%
80 positionsLocked2025Q1Mar 31
$160M▼ 2.6%
73 positionsLocked2024Q4Dec 31
$165M▲ 0.2%
74 positionsLocked2024Q3Sep 30
$164M▲ 8.3%
70 positionsLocked2024Q2Jun 30
$152M▼ 0.3%
64 positionsLocked2024Q1Mar 31
$152M▲ 6.1%
66 positionsLocked2023Q4Dec 31
$144M▲ 12.7%
67 positionsLocked2023Q3Sep 30
$127M▼ 2.7%
60 positionsLocked
Showing 12 of 19