Lutz Financial Services
$1.5B Assets Reported
102 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 252,037 | $151M | 10.1% |
| SPYV | SPDR SERIES TRUST | 2,434,676 | $138M | 9.3% |
| IJH | ISHARES TR | 1,598,474 | $108M | 7.3% |
| BND | VANGUARD BD INDEX FDS | 1,431,140 | $105M | 7.1% |
| VTEB | VANGUARD MUN BD FDS | 1,569,663 | $78M | 5.3% |
| MDYV | SPDR SERIES TRUST | 805,859 | $69M | 4.6% |
| VCSH | VANGUARD SCOTTSDALE FDS | 861,445 | $68M | 4.6% |
| SCHP | SCHWAB STRATEGIC TR | 2,341,905 | $62M | 4.2% |
| MBB | ISHARES TR | 631,850 | $60M | 4.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 66,202 | $43M | 2.9% |
Track Lutz Financial Services's 13F portfolio: $1.5B in reported holdings, 102 positions. Top holdings, AUM, and quarterly changes on SentiSense.