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Lauterbach Financial Advisors, LLC

Q2 2026 13F Holdings

  • Location
    el paso, TX
  • Num holdings

    87

  • Value ($000)

    $232,469

  • Date Filed
    07/27/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$53.96M
23 %

1,216,392

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$27.29M
12 %

390,415

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$16.49M
7 %

447,575

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$14.02M
6 %

259,530

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$13.85M
6 %

251,825

B
BSVO

EA SERIES TRUST

BRID OMN SMA ETF
02072L532
$9.59M
4 %

328,483

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$9.21M
4 %

28,147

D
DFUS

DIMENSIONAL ETF TRUST

US EQUI MARK ETF
25434V401
$8.89M
4 %

108,460

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.06M
2 %

25,279

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$4.83M
2 %

38,696

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