Lutz Financial Services
$1.6B 13F equity value
112 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lutz Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 256,299 | $176M | 10.7% |
| SPYV | SPDR SERIES TRUST | 2,496,836 | $152M | 9.2% |
| IJH | ISHARES TR | 1,615,391 | $125M | 7.6% |
| BND | VANGUARD BD INDEX FDS | 1,478,462 | $109M | 6.6% |
| VTEB | VANGUARD MUN BD FDS | 1,663,916 | $84M | 5.1% |
| MDYV | SPDR SERIES TRUST | 829,586 | $79M | 4.8% |
| VCSH | VANGUARD SCOTTSDALE FDS | 901,823 | $71M | 4.3% |
| SCHP | SCHWAB STRATEGIC TR | 2,445,014 | $65M | 3.9% |
| MBB | ISHARES TR | 658,034 | $62M | 3.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 65,867 | $49M | 3.0% |
Track Lutz Financial Services's 13F portfolio: $1.6B in reported holdings, 112 positions. Top holdings and quarterly changes on SentiSense.
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