Lutz Financial Services LLC
CIK: 0001737112SEC EDGAR →
Portfolio Value
$1.5B
Holdings
102
As of
Q4 2025
New Positions
2
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 253,536 | $159.0M | 10.81% |
| 2 | SPDR SERIES TRUST | 2,387,903 | $135.7M | 9.23% |
| 3 | ISHARES TR | 1,578,398 | $104.2M | 7.08% |
| 4 | VANGUARD BD INDEX FDS | 1,362,944 | $101.0M | 6.87% |
| 5 | VANGUARD MUN BD FDS | 1,486,795 | $74.8M | 5.09% |
| 6 | SPDR SERIES TRUST | 783,438 | $66.3M | 4.51% |
| 7 | VANGUARD SCOTTSDALE FDS | 819,525 | $65.3M | 4.44% |
| 8 | SCHWAB STRATEGIC TR | 2,206,735 | $58.5M | 3.98% |
| 9 | ISHARES TR | 597,581 | $56.9M | 3.87% |
| 10 | SPDR S&P 500 ETF TR | 66,871 | $45.6M | 3.10% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $1.5B | 99.1% |
| Technology | 4 | $5.5M | 0.4% |
| Unknown | 4 | $3.8M | 0.3% |
| Communication Services | 3 | $1.8M | 0.1% |
| Consumer Cyclical | 1 | $858K | 0.1% |
| Healthcare | 1 | $349K | 0.0% |
| Consumer Defensive | 1 | $245K | 0.0% |