Lutz Financial Services LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $125M, Spdr Portfolio S&P 500 Value E with a value of $113M, Ishares Core S&P Mid Cap ETF with a value of $85.1M, Vanguard Bd Index Fd Inc Total with a value of $84.7M, and Vanguard Mun Bd Fds Tax Exempt with a value of $73.1M.

Examining the 13F form we can see an decrease of $15.9M in the current position value, from $1.24B to 1.22B.

Below you can find more details about Lutz Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Billion
ETFs: $1.21 Billion
Financial Services: $3.99 Million
Technology: $3.96 Million
Communication Services: $1.2 Million
Consumer Cyclical: $642,000
Healthcare: $455,000
Consumer Defensive: $219,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $1.22 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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