Lutz Financial Services LLC Portfolio Holdings

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

Lutz Financial Services LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 96 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 $151M, Spdr Portfolio S&P 500 Value E with a value of $125M, Ishares Core S&P Mid Cap ETF with a value of $97.1M, Vanguard Bd Index Fd Inc Total with a value of $94.1M, and Vanguard Mun Bd Fds Tax Exempt with a value of $66.9M.

Examining the 13F form we can see an increase of $93M in the current position value, from $1.29B to 1.38B.

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

Portfolio value $1.38 Billion
ETFs: $1.37 Billion
Technology: $6.08 Million
Financial Services: $4.07 Million
Communication Services: $1.8 Million
Consumer Cyclical: $737,000
Consumer Defensive: $252,000
Healthcare: $228,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$2.36 Million 0.17% of portfolio
4,688
Q3 2025 Added 5.09%
$465B
$1.98 Million 0.14% of portfolio
10,624
Q3 2025 Reduced 0.43%
$4.3T
$1.8 Million 0.13% of portfolio
7,078
Q3 2025 Added 6.4%
$3.78T
$1.62 Million 0.12% of portfolio
3,120
Q3 2025 Reduced 1.42%
$453B
$754,000 0.05% of portfolio
1
Q1 2025 New
$2.39T
$737,000 0.05% of portfolio
3,358
Q3 2025 Reduced 0.09%
$1.65T
$652,000 0.05% of portfolio
2,686
Q3 2025 Added 2.99%
$1.74T
$544,000 0.04% of portfolio
2,237
Q3 2025 Added 3.47%
$881B
$483,000 0.04% of portfolio
1,534
Q3 2025 Reduced 0.58%
$1.37T
$602,000 0.04% of portfolio
820
Q3 2025 Added 3.8%
$593B
$240,000 0.02% of portfolio
855
Q3 2025 New
$512B
$225,000 0.02% of portfolio
397
Q3 2025 Reduced 1.73%
$533B
$256,000 0.02% of portfolio
750
Q3 2025 Reduced 0.53%
$279B
$252,000 0.02% of portfolio
2,446
Q3 2025 Reduced 1.21%
$971B
$228,000 0.02% of portfolio
299
Q3 2025 Reduced 7.14%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $1.38 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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