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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 38.98% of Lutz Financial Services's stock portfolio.
Added to shares of these 10 stocks: BND (+$5.0M), SCHX, VTEB, SCHP, VCSH, MBB, SPYV, MDYV, IJH, DFAC.
Reduced shares in these 10 stocks: BRK.B, AGG, VOO, IGSB, AVDE, VTIP, SLYV, SPY, VOOV, SCHA.
Sold out of its positions in MA, V.
Lutz Financial Services was a net buyer of stock by $24M.
Lutz Financial Services has $1.5B in assets under management (AUM), dropping by 1.19%.
Central Index Key (CIK): 0001737112

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Portfolio Holdings for Lutz Financial Services

Lutz Financial Services holds 100 positions in its portfolio as reported in the March 2026 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)	10.1	$151M		252k	597.55	View chart
Spdr Series Trust State Street Spd (SPYV)	9.3	$138M		2.4M	56.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.3	$108M		1.6M	67.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.1	$105M	+5%	1.4M	73.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.3	$78M	+5%	1.6M	49.89	View chart
Spdr Series Trust State Street Spd (MDYV)	4.6	$69M	+2%	806k	85.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$68M	+5%	861k	79.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	4.2	$62M	+6%	2.3M	26.61	View chart
Ishares Tr Mbs Etf (MBB)	4.0	$60M	+5%	632k	94.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$43M		66k	650.34	View chart
Ishares Tr National Mun Etf (MUB)	2.5	$38M		353k	106.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.4	$36M	+2%	920k	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$28M		791k	35.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$25M	-2%	475k	52.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$24M		192k	124.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$23M	+22%	891k	25.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$22M		106k	211.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.4	$21M	+2%	578k	36.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$21M		678k	30.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$21M	-4%	209k	99.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$21M		264k	78.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$17M		239k	71.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$17M	+3%	85k	196.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$17M		90k	184.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.1	$16M		119k	132.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$16M		24k	653.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$16M	+4%	81k	191.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.0	$15M	-2%	72k	203.79	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$14M	-2%	131k	110.36	View chart
Spdr Series Trust State Street Spd (SLYV)	0.9	$13M	-3%	139k	94.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$13M	+3%	118k	110.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$13M	-4%	148k	84.84	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.8	$12M		115k	101.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$12M	-2%	396k	29.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$11M		112k	102.25	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.8	$11M	-2%	18k	616.77	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$9.3M		150k	62.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$9.2M	+7%	89k	103.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$8.5M	+2%	246k	34.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$7.3M		151k	48.46	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$6.2M		89k	69.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$6.1M		57k	106.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$5.2M		24k	217.25	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$5.0M		42k	118.45	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$4.6M		95k	48.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$4.4M	-2%	12k	370.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$4.2M		78k	54.05	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$4.1M	-2%	77k	54.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$3.8M	-11%	76k	49.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.6M	-2%	7.2k	356.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.0M		31k	64.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.0M		42k	46.95	View chart
NVIDIA Corporation (NVDA)	0.1	$1.8M		10k	174.40	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.6M	-4%	32k	48.93	View chart
Apple (AAPL)	0.1	$1.5M		6.1k	253.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.5M		29k	52.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	-3%	16k	88.70	View chart
Microsoft Corporation (MSFT)	0.1	$1.1M	+2%	3.1k	370.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M		3.9k	287.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M		3.5k	320.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		3.7k	298.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M		4.2k	248.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$947k	-8%	20k	47.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$871k	+7%	4.1k	215.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$857k	-3%	4.0k	213.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$788k		8.1k	97.13	View chart
Amazon (AMZN)	0.0	$719k	-7%	3.5k	208.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$666k		7.5k	89.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$666k		2.5k	261.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$647k	-70%	1.4k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$618k		2.1k	287.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$563k		19k	29.13	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$549k		9.3k	59.22	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$517k		11k	49.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$511k		5.1k	99.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$505k	-3%	1.8k	286.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$471k		11k	42.22	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$471k	+4%	4.2k	111.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$461k		2.4k	189.59	View chart
Meta Platforms Cl A (META)	0.0	$453k	-5%	791.00	572.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$440k	+6%	3.2k	138.31	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$432k		12k	35.04	View chart
Broadcom (AVGO)	0.0	$425k	-6%	1.4k	309.51	View chart
JPMorgan Chase & Co. (JPM)	0.0	$417k	+3%	1.4k	294.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$395k		4.1k	97.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$370k		15k	24.75	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$365k		4.5k	80.61	View chart
Spdr Index Shs Fds State Street Spd (QEMM)	0.0	$348k		5.0k	69.35	View chart
Eli Lilly & Co. (LLY)	0.0	$315k	+5%	342.00	919.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$311k	-2%	539.00	577.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$299k		3.6k	82.74	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$297k		3.3k	89.86	View chart
Wal-Mart Stores (WMT)	0.0	$277k		2.2k	124.28	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$276k		2.3k	120.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$252k		8.3k	30.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$245k	+24%	562.00	436.45	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$227k		4.8k	46.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$223k		2.8k	80.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$213k		4.0k	53.23	View chart

Past Filings by Lutz Financial Services

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

Lutz Financial Services 2026 Q1 filed May 4, 2026
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

View all past filings

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