Lauterbach Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Lauterbach Financial Advisors, LLC held in its portfolio 79 assets valued at $204,459,256 (i.e. $204.46M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($49.48M), DIMENSIONAL ETF TRUST ($23.59M), and DIMENSIONAL ETF TRUST ($15.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lauterbach Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1249821 | 49480404 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 396265 | 23593623 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 460678 | 15078005 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 269206 | 13433396 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 260734 | 12147594 | US MKTWIDE VALUE |
| JPMORGAN CHASE & CO. | 28651 | 9231852 | COM |
| DIMENSIONAL ETF TRUST | 106575 | 7904637 | US EQUITY MARKET |
| EA SERIES TRUST | 338537 | 7887917 | EA BRIDGEWAY OMN |
| NVIDIA CORPORATION | 21347 | 3981285 | COM |
| AMERICAN CENTY ETF TR | 33563 | 3422719 | US SML CP VALU |
| INVESCO QQQ TR | 5136 | 3154887 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 32986 | 3099671 | INTL SMCP VLU |
| ISHARES TR | 20700 | 3077886 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 72888 | 2777780 | INTL CORE EQT MK |
| APPLE INC | 9651 | 2623855 | COM |
| ISHARES TR | 31475 | 2596066 | CORE MSCI INTL |
| EXXON MOBIL CORP | 18382 | 2212059 | COM |
| VANGUARD SCOTTSDALE FDS | 26251 | 1573237 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 22080 | 1538339 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 32745 | 1532469 | US CORE EQT MKT |
| PROCTER AND GAMBLE CO | 10139 | 1452997 | COM |
| ISHARES INC | 21555 | 1448897 | CORE MSCI EMKT |
| MICROSOFT CORP | 2655 | 1284087 | COM |
| AMAZON COM INC | 5537 | 1278050 | COM |
| GOLDMAN SACHS GROUP INC | 1451 | 1275422 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2440 | 1226466 | CL B NEW |
| PFIZER INC | 46249 | 1151593 | COM |
| DIMENSIONAL ETF TRUST | 31641 | 1030561 | EMGR CRE EQT MNG |
| DARDEN RESTAURANTS INC | 4800 | 883296 | COM |
| GE AEROSPACE | 2642 | 813846 | COM NEW |
| WELLS FARGO CO NEW | 8549 | 796776 | COM |
| DIMENSIONAL ETF TRUST | 23333 | 771846 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 16543 | 742419 | FUNDAMENTAL INTL |
| PALO ALTO NETWORKS INC | 4003 | 737353 | COM |
| UBER TECHNOLOGIES INC | 8735 | 713737 | COM |
| DIMENSIONAL ETF TRUST | 21164 | 696082 | US SMALL CAP VAL |
| JOHNSON & JOHNSON | 3184 | 658941 | COM |
| VANGUARD SPECIALIZED FUNDS | 2941 | 646373 | DIV APP ETF |
| WALMART INC | 5649 | 629379 | COM |
| VANGUARD INDEX FDS | 3541 | 628139 | MCAP VL IDXVIP |
| AMERICAN CENTY ETF TR | 5573 | 622905 | US EQT ETF |
| ISHARES TR | 15867 | 603729 | MSCI INTL VLU FT |
| GENERAL MLS INC | 12800 | 595200 | COM |
| VANGUARD WORLD FD | 787 | 593465 | INF TECH ETF |
| ISHARES TR | 1239 | 586419 | RUS 1000 GRW ETF |
| MARATHON PETE CORP | 3579 | 581975 | COM |
| VANGUARD INDEX FDS | 1656 | 555207 | TOTAL STK MKT |
| HALLIBURTON CO | 19641 | 555055 | COM |
| TESLA INC | 1220 | 548658 | COM |
| AMERICAN CENTY ETF TR | 6574 | 506329 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 13176 | 501099 | US HIGH PROFITAB |
| ISHARES TR | 7006 | 500306 | EAFE VALUE ETF |
| PAYCOM SOFTWARE INC | 3061 | 487780 | COM |
| VANGUARD INDEX FDS | 699 | 438091 | S&P 500 ETF SHS |
| ISHARES TR | 633 | 433567 | CORE S&P500 ETF |
| GE VERNOVA INC | 657 | 429396 | COM |
| ISHARES TR | 1096 | 423905 | RUSSELL 3000 ETF |
| VANGUARD WORLD FD | 1010 | 416992 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 12975 | 410862 | INTL HIGH PROFIT |
| NOVO-NORDISK A S | 7877 | 400782 | ADR |
| ISHARES TR | 3697 | 379115 | CORE S&P US VLU |
| DIMENSIONAL ETF TRUST | 7687 | 368575 | SHORT DURATION F |
| ISHARES TR | 1429 | 351763 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 14381 | 350460 | SHT TM US TRES |
| EA SERIES TRUST | 7412 | 326779 | STRIVE 500 ETF |
| SPDR S&P 500 ETF TR | 475 | 323807 | TR UNIT |
| GENERAL MTRS CO | 3854 | 313409 | COM |
| VANGUARD TAX-MANAGED FDS | 4632 | 289335 | VAN FTSE DEV MKT |
| STRYKER CORPORATION | 800 | 281176 | COM |
| ISHARES TR | 1790 | 252641 | SELECT DIVID ETF |
| COINBASE GLOBAL INC | 1113 | 251694 | COM CL A |
| VANGUARD INDEX FDS | 1117 | 236569 | SM CP VAL ETF |
| VISA INC | 671 | 235326 | COM CL A |
| DIMENSIONAL ETF TRUST | 5825 | 221365 | INTL SMALL CAP V |
| ISHARES TR | 1932 | 212823 | TRUST ISHARE 0-1 |
| INTERNATIONAL BUSINESS MACHS | 714 | 211559 | COM |
| VANGUARD ADMIRAL FDS INC | 475 | 211339 | 500 GRTH IDX F |
| CITIGROUP INC | 1785 | 208328 | COM NEW |
| INNOVIZ TECHNOLOGIES LTD | 32270 | 27530 | SHS |
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