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Lutz Financial Services

Latest statistics and disclosures from Lutz Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPYV, IJH, BND, VTEB, and represent 39.08% of Lutz Financial Services's stock portfolio.
Added to shares of these 10 stocks: VTEB (+$7.6M), BND (+$7.3M), SPYV (+$6.9M), IJH (+$5.9M), VCSH (+$5.9M), SCHP (+$5.7M), MBB (+$5.6M), MDYV, VOO, IWB.
Started 7 new stock positions in DBEF, AVLV, SPEM, VUG, DFCF, IWB, DFSD.
Reduced shares in these 10 stocks: SPY, SUB, IVE, STPZ, AAPL, , SCHX, IWV, MDY, GOOGL.
Sold out of its position in ORCL.
Lutz Financial Services was a net buyer of stock by $71M.
Lutz Financial Services has $1.5B in assets under management (AUM), dropping by 6.43%.
Central Index Key (CIK): 0001737112

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Portfolio Holdings for Lutz Financial Services

Lutz Financial Services holds 102 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.8	$159M	+2%	254k	627.13	View chart
Spdr Series Trust State Street Spd (SPYV)	9.2	$136M	+5%	2.4M	56.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.1	$104M	+6%	1.6M	66.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.9	$101M	+7%	1.4M	74.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.1	$75M	+11%	1.5M	50.29	View chart
Spdr Series Trust State Street Spd (MDYV)	4.5	$66M	+7%	783k	84.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.4	$65M	+9%	820k	79.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	4.0	$59M	+10%	2.2M	26.49	View chart
Ishares Tr Mbs Etf (MBB)	3.9	$57M	+10%	598k	95.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$46M	-4%	67k	681.92	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$38M	+3%	351k	107.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.4	$36M	+7%	897k	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$27M	+4%	791k	34.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.8	$26M		487k	52.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$23M	+6%	191k	120.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$23M	-2%	107k	212.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$22M	+4%	220k	99.88	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.5	$21M	+9%	562k	38.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$21M	+5%	268k	78.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$20M		670k	30.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$20M		728k	26.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$17M	+2%	237k	69.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$16M		24k	684.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$16M		90k	177.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.1	$16M		120k	131.59	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$16M		82k	190.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$15M	+5%	77k	198.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.0	$15M		74k	204.85	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$15M		133k	109.91	View chart
Spdr Series Trust State Street Spd (SLYV)	0.9	$13M		143k	90.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$13M		154k	82.32	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.8	$12M		117k	101.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$12M	+16%	115k	101.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$12M		408k	28.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$12M		112k	102.54	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.8	$11M		19k	603.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$9.1M	+9%	152k	59.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$8.5M	+9%	83k	102.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$7.9M	+5%	240k	33.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$7.1M	+18%	152k	46.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$6.2M	-12%	58k	106.70	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$6.0M	+4%	89k	67.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$5.2M		25k	211.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$4.9M	-2%	43k	113.72	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$4.7M	-3%	12k	386.85	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$4.6M	+2%	94k	48.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$4.3M		79k	53.76	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$4.2M	-7%	79k	53.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$4.2M		86k	49.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.7M	NEW	7.3k	373.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.3M		4.7k	502.65	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.0M		42k	47.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.9M		31k	62.47	View chart
NVIDIA Corporation (NVDA)	0.1	$1.9M	-3%	10k	186.50	View chart
Apple (AAPL)	0.1	$1.6M	-14%	6.0k	271.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.5M		33k	45.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M		17k	88.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.5M	+3%	30k	49.90	View chart
Microsoft Corporation (MSFT)	0.1	$1.5M	-3%	3.0k	483.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.2M		3.5k	335.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M		3.7k	314.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M	-2%	3.9k	290.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	+15%	4.2k	246.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.0M	NEW	22k	47.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$877k		4.2k	210.34	View chart
Amazon (AMZN)	0.1	$858k	+10%	3.7k	230.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$826k		3.8k	219.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$780k	+143%	8.1k	96.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$683k	-18%	2.2k	313.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$657k		7.5k	88.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$656k		2.5k	257.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$631k	-5%	19k	32.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$575k	-18%	1.8k	313.80	View chart
Meta Platforms Cl A (META)	0.0	$553k	+2%	838.00	660.09	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$537k		9.3k	57.91	View chart
Broadcom (AVGO)	0.0	$507k	+10%	1.5k	346.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$504k	NEW	11k	48.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$481k	+22%	5.1k	93.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$475k	NEW	11k	42.56	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$452k	+6%	4.0k	111.78	View chart
JPMorgan Chase & Co. (JPM)	0.0	$443k	-10%	1.4k	322.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$442k		2.4k	181.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$422k	-3%	3.0k	141.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$398k	+2%	12k	32.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$391k		4.1k	96.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$359k		15k	24.04	View chart
Eli Lilly & Co. (LLY)	0.0	$349k	+8%	325.00	1074.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$343k	NEW	4.5k	75.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$339k	+2%	551.00	614.40	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.0	$332k		5.0k	66.15	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$312k		3.3k	94.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$303k	-12%	3.6k	83.74	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$261k		2.3k	113.56	View chart
Wal-Mart Stores (WMT)	0.0	$246k	-9%	2.2k	111.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$245k		8.3k	29.61	View chart
Visa Com Cl A (V)	0.0	$232k	-12%	660.00	350.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$226k	NEW	4.8k	46.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$220k	NEW	451.00	488.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$216k		4.0k	53.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$213k		2.8k	77.02	View chart
Mastercard Incorporated Cl A (MA)	0.0	$202k	-10%	354.00	570.88	View chart

Past Filings by Lutz Financial Services

SEC 13F filings are viewable for Lutz Financial Services going back to 2017

Lutz Financial Services 2025 Q4 filed Feb. 6, 2026
Lutz Financial Services 2025 Q3 filed Nov. 10, 2025
Lutz Financial Services 2025 Q2 filed July 29, 2025
Lutz Financial Services 2025 Q1 filed May 7, 2025
Lutz Financial Services 2024 Q4 filed Feb. 4, 2025
Lutz Financial Services 2024 Q3 filed Oct. 30, 2024
Lutz Financial Services 2024 Q2 filed July 29, 2024
Lutz Financial Services 2024 Q1 filed May 3, 2024
Lutz Financial Services 2023 Q4 filed Feb. 8, 2024
Lutz Financial Services 2023 Q3 filed Nov. 3, 2023
Lutz Financial Services 2023 Q2 filed Aug. 7, 2023
Lutz Financial Services 2023 Q1 filed May 2, 2023
Lutz Financial Services 2022 Q4 filed Feb. 7, 2023
Lutz Financial Services 2022 Q3 filed Oct. 24, 2022
Lutz Financial Services 2022 Q2 filed July 20, 2022
Lutz Financial Services 2022 Q1 filed April 25, 2022

View all past filings

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