Andrews, Lucia Wealth Management LLC has filed its 13F-HR report, which details its holdings as of September 30, 2026. The filing reveals that the firm manages a total of $181.68 million in assets. This significant update is crucial for understanding the firm’s investment strategy and its positioning within the wealth management sector.

Founded in California, Andrews, Lucia Wealth Management LLC specializes in wealth management services. The firm is registered with the SEC and has been actively filing its 13F-HR reports, which provide insight into its investment portfolio and strategies. The latest filing, dated November 2, 2026, follows a series of similar filings throughout the year, reflecting ongoing engagement with its investment activities.

The 13F-HR filing indicates that Andrews, Lucia Wealth Management LLC holds a diverse portfolio, primarily consisting of ETFs. The firm has reported a total of 34 different positions in its portfolio. This diversification aligns with current trends in the wealth management industry, where firms increasingly utilize ETFs to manage risk and enhance returns.

According to the filing, the firm’s holdings include various ETFs from well-known issuers such as Dimensional ETF Trust and iShares Trust. For instance, the report lists substantial investments in the Dimensional ETF Trust, which is known for its focus on core equity markets and international investments. This strategic allocation suggests that Andrews, Lucia Wealth Management LLC is positioning itself to capitalize on broader market trends while managing client assets effectively.

The filing may impact various stakeholders, including clients, competitors, and analysts monitoring the wealth management sector. Clients can gain insights into the firm’s investment philosophy and asset allocation strategies, while competitors may analyze these moves to adjust their own strategies accordingly.

Looking ahead, the filing does not specify what actions the firm will take next, but it is likely that Andrews, Lucia Wealth Management LLC will continue to adapt its investment strategies based on market conditions and client needs. The firm’s ongoing commitment to transparency through regular filings will be crucial for maintaining trust with its clients and stakeholders.