13F Insight
DOSSIER · 13F-HR · Q2 2026

Lutz Financial Services LLC

$1.6B in tracked AUM across 112 positions as of Q2 2026.

LF
CIK 0001737112 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
112
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lutz Financial Services LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$176M256K10.7%02
SPYV
SPDR SERIES TRUST
$152M2.5M9.2%03
IJH
ISHARES TR
$125M1.6M7.6%04
BND
VANGUARD BD INDEX FDS
$109M1.5M6.6%05
VTEB
VANGUARD MUN BD FDS
$84M1.7M5.1%06
MDYV
SPDR SERIES TRUST
$79M830K4.8%07
VCSH
VANGUARD SCOTTSDALE FDS
$71M902K4.3%08
SCHP
SCHWAB STRATEGIC TR
$65M2.4M3.9%09
MBB
ISHARES TR
$62M658K3.8%10
SPY
STATE STR SPDR S&P 500 ETF T
$49M66K3.0%

Filing history

2026Q2Jun 30
$1.6B▲ 10.4%
112 positionsView →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 positionsLocked
Showing 12 of 33