Lutz Financial Services LLC Portfolio Holdings
Lutz Financial Services LLC
- $1.22 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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