§ 13F · FUND PROFILE
Lutz Financial Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 96Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 252K | $151M | 10.1% | −1% |
| 2 | SPYV | SPDR SERIES TRUST | 2.43M | $138M | 9.3% | +2% |
| 3 | IJH | ISHARES TR | 1.60M | $108M | 7.3% | +1% |
| 4 | BND | VANGUARD BD INDEX FDS | 1.43M | $105M | 7.1% | +5% |
| 5 | VTEB | VANGUARD MUN BD FDS | 1.57M | $78M | 5.3% | +6% |
| 6 | MDYV | SPDR SERIES TRUST | 806K | $69M | 4.6% | +3% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 861K | $68M | 4.6% | +5% |
| 8 | SCHP | SCHWAB STRATEGIC TR | 2.34M | $62M | 4.2% | +6% |
| 9 | MBB | ISHARES TR | 632K | $60M | 4.0% | +6% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 66K | $43M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LUTZ SIGNAL
AC read
Lutz Financial Services LLC is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed