ANDREWS, LUCIA WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 167,310
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|
| Stocks | 0 | 0.0% | 0 | 156.4 K | -156.4 K |
| ETFs | 166.5 K | 99.5% | 155.5 K | 0 | 155.5 K |
| Debt | 834 | 0.5% | 0 | 12 | -12 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
167,310
Holdings
35
QoQ value change ($000)
-938
(-0.6%)
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.