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LAUTERBACH FINANCIAL ADVISORS, LLC
LAUTERBACH FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
LAUTERBACH FINANCIAL ADVISORS, LLC runs LAUTERBACH FINANCIAL ADVISORS, LLC and currently holds 87 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $232.47M. Their top holdings are DFAC, DFAT, DFAX, DFIV, DFUV. The top five represent 54.0% of reported portfolio weight. LAUTERBACH FINANCIAL ADVISORS, LLC ranks #658 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LAUTERBACH FINANCIAL ADVISORS, LLC initiated 6 new positions. They added to 40 existing positions. They trimmed 22 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 23.21% | $28.82 | $45.61 | +58.26% | Trimmed -0.84% |
 DFAT DIMENSIONAL ETF TRUST | 11.74% | $47.68 | $71.70 | +50.38% | Added +0.23% |
 DFAX DIMENSIONAL ETF TRUST | 7.09% | $25.74 | $38.13 | +48.14% | Added +0.05% |
 DFIV DIMENSIONAL ETF TRUST | 6.03% | $33.00 | $58.30 | +76.65% | Trimmed -0.66% |
 DFUV DIMENSIONAL ETF TRUST | 5.96% | $31.87 | $57.42 | +80.17% | Trimmed -2.49% |
 JPM JPMORGAN CHASE & CO | 3.96% | $158.94 | $351.64 | +121.24% | Added +0.05% |
 DFUS DIMENSIONAL ETF TRUST | 3.82% | $61.59 | $83.66 | +35.83% | Added +1.10% |
 NVDA NVIDIA CORPORATION | 2.18% | $48.27 | $214.76 | +344.91% | Added +18.42% |
 AVUV AMERICAN CENTY ETF TR | 2.08% | $93.29 | $126.43 | +35.52% | Added +11.11% |
 AVDV AMERICAN CENTY ETF TR | 1.59% | $67.77 | $111.97 | +65.22% | Added +6.52% |
Showing 1-10 of 87