Lauterbach Financial Advisors, LLC - Portfolio Stock Holdings

Lauterbach Financial Advisors, LLC disclosed 87 stock positions in a recent SEC 13F filing. $232,469,006 of stock holdings were filed, with the largest holdings including DFAC, DFAT, and DFAX. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $700,256,828 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.