13F Insight
DOSSIER · 13F-HR · Q1 2026

Lutz Financial Services LLC

$1.5B in tracked AUM across 100 positions as of Q1 2026.

LF
CIK 0001737112 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
100
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$151M252K10.1%02
SPYV
SPDR SERIES TRUST
$138M2.4M9.3%03
IJH
ISHARES TR
$108M1.6M7.3%04
BND
VANGUARD BD INDEX FDS
$105M1.4M7.1%05
VTEB
VANGUARD MUN BD FDS
$78M1.6M5.3%06
MDYV
SPDR SERIES TRUST
$69M806K4.6%07
VCSH
VANGUARD SCOTTSDALE FDS
$68M861K4.6%08
SCHP
SCHWAB STRATEGIC TR
$62M2.3M4.2%09
MBB
ISHARES TR
$60M632K4.0%10
SPY
STATE STR SPDR S&P 500 ETF T
$43M66K2.9%

Filing history

2026Q1Mar 31
$1.5B▲ 1.2%
100 positionsView →2025Q4Dec 31
$1.5B▲ 6.4%
102 positionsView →2025Q3Sep 30
$1.4B▲ 7.3%
96 positionsView →2025Q2Jun 30
$1.3B▲ 5.5%
97 positionsLocked2025Q1Mar 31
$1.2B▼ 1.3%
95 positionsLocked2024Q4Dec 31
$1.2B▲ 0.4%
92 positionsLocked2024Q3Sep 30
$1.2B▲ 7.3%
87 positionsLocked2024Q2Jun 30
$1.1B▲ 0.3%
87 positionsLocked2024Q1Mar 31
$1.1B▲ 7.4%
86 positionsLocked2023Q4Dec 31
$1.1B▲ 16.1%
84 positionsLocked2023Q3Sep 30
$918M▼ 1.2%
81 positionsLocked2023Q2Jun 30
$930M▲ 6.1%
81 positionsLocked
Showing 12 of 32