Lutz Financial Services LLC Portfolio Holdings

Lutz Financial Services LLC

  • $1.29 Billion
  • Q2 2025

Lutz Financial Services LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 97 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 $138M, Spdr Portfolio S&P 500 Value E with a value of $116M, Ishares Core S&P Mid Cap ETF with a value of $90.4M, Vanguard Bd Index Fd Inc Total with a value of $87.5M, and Vanguard Mun Bd Fds Tax Exempt with a value of $61.7M.

Examining the 13F form we can see an increase of $66.1M in the current position value, from $1.22B to 1.29B.

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

Portfolio value $1.29 Billion
ETFs: $1.28 Billion
Technology: $5.15 Million
Financial Services: $3.84 Million
Communication Services: $1.43 Million
Consumer Cyclical: $737,000
Healthcare: $251,000
Consumer Defensive: $242,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$321,000 0.02% of portfolio
1,165
Q2 2025 Reduced 4.43%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $1.29 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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