Arkolith/Funds/Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors, LLC

CIK 1909828Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Lauterbach Financial Advisors, LLC holds a focused book of 87 stocks worth $232.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 23% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
38
existing
Trimmed
23
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.7%
+19.2%/yr · since Nov '24
Their reported book
+30.9%
held from quarter-end
S&P 500
+31.8%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Lauterbach Financial Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 points over this window.

Growth of $10,000 cloning Lauterbach Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
70%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
6%
Financials
5%
Consumer Discretionary
2%
Energy
2%
Health Care
1%
Materials
1%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Lauterbach Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$493.8B
JPMORGAN CHASE & CO80 / 80$447.4B
UBS Group AG80 / 80$119.7B
LPL Financial LLC80 / 80$81.4B
HighTower Advisors, LLC80 / 80$29.4B
OSAIC HOLDINGS, INC.80 / 80$17.0B
Kestra Advisory Services, LLC80 / 80$7.8B
CWM, LLC80 / 80$7.1B

Ranked by how many of Lauterbach Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

87 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$54.0M1.22M
23.2%
−0.8%
Reduced · −10K sh
2Dimensional ETF Trust
US TARGETED VLU
$27.3M390.4K
11.7%
+0.2%
Added · +907 sh
3Dimensional ETF Trust
WORLD EX US CORE
$16.5M447.6K
7.1%
~0%
Added · +217 sh
4Dimensional ETF Trust
INTERNATNAL VAL
$14.0M259.5K
6.0%
−0.7%
Reduced · −2K sh
5Dimensional ETF Trust
US MKTWIDE VALUE
$13.9M251.8K
6.0%
−2.5%
Reduced · −6K sh
6Ea Series Trust
BRID OMN SMA ETF
$9.6M328.5K
4.1%
−1.8%
Reduced · −6K sh
7JPMorgan Chase & Co
COM
$9.2M28.1K
4.0%
~0%
Added · +13 sh
8Dimensional ETF Trust
US EQUI MARK ETF
$8.9M108.5K
3.8%
+1.1%
Added · +1K sh
9Nvidia Corporation
COM
$5.1M25.3K
2.2%
+18%
Added · +4K sh
10American Centy ETF TR
US SML CP VALU
$4.8M38.7K
2.1%
+11%
Added · +4K sh
11American Centy ETF TR
INTL SMCP VLU
$3.7M35.9K
1.6%
+6.5%
Added · +2K sh
12Vanguard Scottsdale FDS
INTER TERM TREAS
$3.4M57.9K
1.5%
+19%
Added · +9K sh
13Ishares TR
CORE S&P TTL STK
$3.3M20.2K
1.4%
−1.7%
Reduced · −352 sh
14Invesco QQQ TR
UNIT SER 1
$3.3M4.4K
1.4%
+0.1%
Added · +3 sh
15Dimensional ETF Trust
INTL CORE EQT MK
$3.0M73.5K
1.3%
~0%
Reduced · −36 sh
16Ishares TR
CORE MSCI INTL
$2.8M30.9K
1.2%
−0.9%
Reduced · −281 sh
17Exxon Mobil Corp
COM
$2.3M17.1K
1.0%
−0.5%
Reduced · −84 sh
18Apple Inc
COM
$2.3M7.9K
1.0%
−12%
Reduced · −1K sh
19American Centy ETF TR
US EQT ETF
$1.9M15.0K
0.8%
+46%
Added · +5K sh
20Ishares Inc
CORE MSCI EMKT
$1.8M21.6K
0.8%
−2.8%
Reduced · −629 sh
21Dimensional ETF Trust
US SMALL CAP ETF
$1.8M21.6K
0.8%
−2.1%
Reduced · −458 sh
22Amazon Com Inc
COM
$1.7M7.0K
0.7%
+45%
Added · +2K sh
23Dimensional ETF Trust
US CORE EQT MKT
$1.6M30.6K
0.7%
−5.2%
Reduced · −2K sh
24Procter & Gamble Co
COM
$1.5M10.2K
0.6%
+0.1%
Added · +9 sh
25Palo Alto Networks Inc
COM
$1.4M4.0K
0.6%
−0.1%
Reduced · −3 sh
26Berkshire Hathaway Inc Del
CL B NEW
$1.2M2.4K
0.5%
Held
27Dimensional ETF Trust
EMGR CRE EQT MNG
$1.2M28.8K
0.5%
−5.9%
Reduced · −2K sh
28Alphabet Inc
CAP STK CL C
$1.1M3.2K
0.5%
New
New position
29Pfizer Inc
COM
$1.1M47.3K
0.5%
+1.1%
Added · +531 sh
30Dimensional ETF Trust
EMERGING MKTS CO
$1.0M24.8K
0.4%
+0.7%
Added · +175 sh
31Microsoft Corp
COM
$991K2.7K
0.4%
Held
32Darden Restaurants Inc
COM
$989K4.8K
0.4%
Held
33Ge Aerospace
COM NEW
$941K2.5K
0.4%
+0.1%
Added · +2 sh
34Goldman Sachs Group Inc
COM
$927K916
0.4%
+0.4%
Added · +4 sh
35American Centy ETF TR
AVANTIS EMGMKT
$917K9.5K
0.4%
+19%
Added · +1K sh
36Marathon Pete Corp
COM
$915K3.6K
0.4%
Held
37Johnson & Johnson
COM
$809K3.2K
0.3%
Held
38Dimensional ETF Trust
US SMALL CAP ETF
$801K20.6K
0.3%
−0.9%
Reduced · −192 sh
39Vanguard Index FDS
TOTAL STK MKT
$800K2.2K
0.3%
+4.2%
Added · +88 sh
40Ishares TR
MSCI INTL VLU FT
$800K19.1K
0.3%
+21%
Added · +3K sh
41Ge Vernova Inc
COM
$747K636
0.3%
+1.6%
Added · +10 sh
42Wells Fargo & Co
COM
$714K8.6K
0.3%
+0.6%
Added · +48 sh
43Dimensional ETF Trust
US HIGH PROF ETF
$711K17.0K
0.3%
+0.5%
Added · +90 sh
44Vanguard Specialized Funds
DIV APP ETF
$696K2.9K
0.3%
Held
45Vanguard Index FDS
MCAP VL IDXVIP
$679K3.4K
0.3%
~0%
Added · +1 sh
46Halliburton Co
COM
$667K19.6K
0.3%
Held
47Vanguard World FD
INF TECH ETF
$659K5.5K
0.3%
+601%
Added · +5K sh
48Walmart Inc
COM
$640K5.7K
0.3%
~0%
Added · +1 sh
49Ishares TR
RUS 1000 GRW ETF
$615K5.0K
0.3%
+300%
Added · +4K sh
50Dimensional ETF Trust
INTL HIGH PROFIT
$568K16.6K
0.2%
+1.1%
Added · +188 sh
Showing 50 of 87 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202687$232.5M13F-HR
Q1 2026Mar 31, 2026May 14, 202679$204.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202680$204.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202583$198.9M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202580$181.8M13F-HR
Q1 2025Mar 31, 2025May 5, 202573$160.5M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202574$164.8M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202470$164.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.