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LAUTERBACH FINANCIAL ADVISORS, LLC 13F portfolio summary

LAUTERBACH FINANCIAL ADVISORS, LLC of LAUTERBACH FINANCIAL ADVISORS, LLC has 79 current stock holdings with a reported portfolio value of $204.8M. The portfolio 1 year return is +21.26%. Top holdings include QQQ (0.00%), SPY (0.00%), DFAC (23.61%), DFAT (12.05%), DFAX (7.53%).

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LAUTERBACH FINANCIAL ADVISORS, LLC

LAUTERBACH FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

LAUTERBACH FINANCIAL ADVISORS, LLC runs LAUTERBACH FINANCIAL ADVISORS, LLC and currently holds 79 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $204.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LAUTERBACH FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LAUTERBACH FINANCIAL ADVISORS, LLC's portfolio at LAUTERBACH FINANCIAL ADVISORS, LLC has delivered returns of +21.26%. Their 3-year annualized return is +52.66%. Looking at the 5-year horizon, LAUTERBACH FINANCIAL ADVISORS, LLC has achieved +39.06% annualized returns at LAUTERBACH FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.26%
#0/1000
3 Year
+52.66%
#0/1000
5 Year
+39.06%
#0/1000

Portfolio Value

$204.75M

Alpha Score

35.8

#0 of 1000

Holdings

79

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change