account_balance

Investment manager · 13F filer · SEC CIK 1909828

Lauterbach Financial Advisors, LLC

Reported value$235Mas of Sep 30, 2026
Positions88 5 new, 4 sold out
Top 10 weight68.6%DFAC alone is 23%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 22.8% Held
DFAT Dimensional ETF Trust 10.8% Trimmed −2%
DFAX Dimensional ETF Trust 7.0% Held
DFIV Dimensional ETF Trust 6.1% Held
DFUV Dimensional ETF Trust 5.8% Trimmed −2%
DFUS Dimensional ETF Trust 4.0% Added +4%
JPM JPMorgan Chase & Co 4.0% Held
BSVO Ea Series Trust 3.9% Held
AVUV American Centy ETF Tr 2.2% Added +12%
NVDA NVIDIA Corp 2.0% Trimmed −18%
AVDV American Centy ETF Tr 1.9% Added +13%
VGIT Vanguard Scottsdale FDS 1.9% Added +33%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • AVIV $276K
  • AVUQ $245K
  • NKE $221K
  • LUV $210K
arrow_upwardAdded
  • VTI +67%
  • VEA +51%
  • AVDE +42%
  • VGIT +33%
arrow_downwardTrimmed
  • AMZN −40%
  • NVDA −18%
  • QQQ −4%
  • DFAT −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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