Lutz Financial Services LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 86 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 $122M, Spdr Portfolio S&P 500 Value E with a value of $111M, Ishares Core S&P Mid Cap ETF with a value of $86.6M, Vanguard Bd Index Fd Inc Total with a value of $74M, and Vanguard Mun Bd Fds Tax Exempt with a value of $60.2M.

Examining the 13F form we can see an increase of $79M in the current position value, from $1.07B to 1.14B.

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

Portfolio value $1.14 Billion
ETFs: $1.14 Billion
Technology: $3.27 Million
Financial Services: $2.24 Million
Communication Services: $908,000
Consumer Cyclical: $550,000
Healthcare: $286,000

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 86
  • Current Value $1.14 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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