ANDREWS, LUCIA WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 191,137
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 39 | 191,137 | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
| Q1 2026 | 4/15/2026 | 35 | 167,310 | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
| Q4 2025 | 1/26/2026 | 33 | 168,248 | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/8/2025 | 32 | 166,004 | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
| Q2 2025 | 7/11/2025 | 28 | 153,941 | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 190.4 K | 99.6% | 23.88 K | 0 | 23.88 K |
| Debt | 779 | 0.4% | 0 | 55 | -55 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
191,137
Holdings
39
QoQ value change ($000)
23,827
(14.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.