Lauterbach Financial Advisors, LLC

Q1 2026 13F Holdings

  • Location
    el paso, TX
  • Num holdings

    79

  • Value ($000)

    $204,751

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001909828
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$47.67M
23 %

1,226,668

DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$24.32M
12 %

389,508

DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$15.2M
7 %

447,358

DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$13.79M
7 %

261,264

DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$12.52M
6 %

258,255

BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
$8.48M
4 %

334,410

JPM

JPMORGAN CHASE & CO

COM
$8.28M
4 %

28,134

DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$7.61M
4 %

107,283

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$3.85M
2 %

34,828

NVDA

NVIDIA CORPORATION

COM
$3.72M
2 %

21,347

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