§ 13F · FUND PROFILE
Lauterbach Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199M (13F)Positions · 83Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$470K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.23M | $48M | 23.3% | −2% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 390K | $24M | 11.9% | −2% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 447K | $15M | 7.4% | −3% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 261K | $14M | 6.7% | −3% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 258K | $13M | 6.1% | −1% |
| 6 | BSVO | EA SERIES TRUST | 334K | $8M | 4.1% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO | 28K | $8M | 4.0% | −2% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 107K | $8M | 3.7% | +1% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 35K | $4M | 1.9% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $4M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUTERBACH SIGNAL
AC read
Lauterbach Financial Advisors, LLC is a Other fund managing $199 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed