Institutions / Lauterbach Financial Advisors, LLC
Lauterbach Financial Advisors, LLC
CIK 1909828 · Institution · as of Dec 31, 2025
Portfolio value
$204.46M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $49.48M | 24.2% |
| Dimensional ETF Trust | $23.59M | 11.5% |
| Dimensional ETF Trust | $15.08M | 7.4% |
| Dimensional ETF Trust | $13.43M | 6.6% |
| Dimensional ETF Trust | $12.15M | 5.9% |
| JPMorgan Chase & Co | $9.23M | 4.5% |
| Dimensional ETF Trust | $7.90M | 3.9% |
| Ea Series Trust | $7.89M | 3.9% |
| NVIDIA Corp | $3.98M | 1.9% |
| American Centy ETF Tr | $3.42M | 1.7% |
| Invesco Qqq Tr | $3.15M | 1.5% |
| American Centy ETF Tr | $3.10M | 1.5% |
| iShares MSCI UAE ETF | $3.08M | 1.5% |
| Dimensional ETF Trust | $2.78M | 1.4% |
| Apple Inc. | $2.62M | 1.3% |
| iShares MSCI UAE ETF | $2.60M | 1.3% |
| Exxon Mobil Corp | $2.21M | 1.1% |
| Vanguard Scottsdale Fds | $1.57M | 0.8% |
| Dimensional ETF Trust | $1.54M | 0.8% |
| Dimensional ETF Trust | $1.53M | 0.7% |
| PROCTER & GAMBLE Co | $1.45M | 0.7% |
| iShares Inc | $1.45M | 0.7% |
| Microsoft Corp | $1.28M | 0.6% |
| Amazon.com Inc | $1.28M | 0.6% |
| The Goldman Sachs Group, Inc. | $1.28M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.