What does Lutz Financial Services LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Lutz Financial Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$151M252K10.1%

SPDR SERIES TRUST

$138M2.4M9.3%

ISHARES TR

$108M1.6M7.3%

VANGUARD BD INDEX FDS

$105M1.4M7.1%

VANGUARD MUN BD FDS

$78M1.6M5.3%

SPDR SERIES TRUST

$69M806K4.6%

VANGUARD SCOTTSDALE FDS

$68M861K4.6%

SCHWAB STRATEGIC TR

$62M2.3M4.2%

ISHARES TR

$60M632K4.0%

STATE STR SPDR S&P 500 ETF T

$43M66K2.9%

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