Lauterbach Financial Advisors, LLC
All 13F Filings
- Location
- El Paso, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 232,469
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 87 | 232,469 | 13F-HR | Lauterbach Financial Advisors, LLC |
| Q1 2026 | 5/14/2026 | 79 | 204,751 | 13F-HR | Lauterbach Financial Advisors, LLC |
| Q4 2025 | 2/13/2026 | 80 | 204,459 | 13F-HR | Lauterbach Financial Advisors, LLC |
| Q3 2025 | 11/12/2025 | 83 | 198,886 | 13F-HR | Lauterbach Financial Advisors, LLC |
| Q2 2025 | 7/17/2025 | 80 | 181,774 | 13F-HR | Lauterbach Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.34 K | 16.9% | 0 | 2.9 K | -2.9 K |
| ETFs | 193.1 K | 83.1% | 30.62 K | 0 | 30.62 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
232,469
Holdings
87
QoQ value change ($000)
27,718
(13.5%)
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.