13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001737112
Total reported value
$1.6B
$1.6B
100 檔
35.3%
According to the latest 13F quarterly dataset, Lutz Financial Services LLC managed an equity portfolio of $1.6B at the end of Q1 2026, spanning 100 distinct U.S. exchange-listed positions.
In Q1 2026, Lutz Financial Services LLC adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.12% | +0.60% | -0.59% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.26% | -0.02% | +1.96% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.25% | +0.34% | +1.27% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.08% | -0.47% | +5.00% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.26% | -0.13% | +5.57% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 4.61% | +0.18% | +2.86% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.59% | -0.25% | +5.12% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.19% | -0.24% | +6.13% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 4.03% | -0.24% | +5.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | +0.11% | -1.00% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.52% | -0.18% | +0.53% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.40% | +0.11% | +2.53% | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.89% | — | -0.08% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.68% | -0.15% | -2.38% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | +0.16% | +0.43% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.54% | +0.08% | +22.31% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.50% | -0.06% | -1.39% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.43% | +0.12% | +2.81% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.41% | +0.10% | +1.20% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.40% | -0.14% | -4.89% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.39% | -0.09% | -1.50% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.14% | +0.06% | +0.68% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | +0.01% | +3.71% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.11% | -0.04% | +0.28% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.06% | — | -1.02% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.03% | -0.80% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | +0.04% | +4.66% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.99% | -0.03% | -2.48% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.97% | -0.11% | -2.00% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.88% | +0.03% | -3.47% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.88% | +0.05% | +3.38% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.84% | -0.05% | -4.30% | |
| 33 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.79% | — | -1.42% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | +0.09% | -2.96% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.77% | -0.03% | -0.69% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.75% | +0.03% | -2.06% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.63% | — | -1.83% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.05% | +7.22% | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.57% | +0.06% | +2.29% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | +0.01% | -0.96% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | +0.03% | -0.52% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.41% | -0.05% | -0.76% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | — | -1.93% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.34% | +0.01% | -1.23% | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.31% | -0.03% | +0.89% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.30% | +0.01% | -2.64% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | — | -1.62% | |
| 48 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.28% | -0.03% | -2.90% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.03% | -11.59% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | — | -2.03% |
According to official SEC Form 13F filings, Lutz Financial Services LLC reported a total U.S. public equity portfolio value of $1.6B across 100 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYV, IJH) accounted for 35.3% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
V
前期市值: $231.5K
During Q1 2026, Lutz Financial Services LLC's top holdings by market value included VOO (10.1%)、SPYV (9.3%)、IJH (7.3%). The largest single position, VOO, represented 10.1% of total portfolio value.
In Q1 2026, Lutz Financial Services LLC made 83 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 48 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.