Lutz Financial Services LLC SEC 13F Disclosure Analysis

CIK: 0001737112

Diversified strategySector-focusedMomentum follower

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 100

Lutz Financial Services LLC disclosed 100 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 4.0%.

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Personality snowflake

Concentration: 18.12
Portfolio Stability: 4.01
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 81.12

Lutz Financial Services LLC's disclosed holdings carry a Herfindahl concentration index of 0.045 — mathematically equivalent to about 22 equally-sized positions, well below its 100 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.89), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim VOO
-0.6%　-$8.4M
Add BND
+5.0%　$4.4M
Add SCHP
+6.1%　$3.9M
Add SCHX
+22.3%　$3.2M
Trim SPY
-1.0%　-$2.5M
Add IJH
+1.3%　$3.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	10.12%	-0.69%	-0.59%
2	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	9.26%	+0.03%	+1.96%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	7.25%	+0.17%	+1.27%
4	BND	Vanguard Total Bond Market	ETF-Other	7.08%	+0.21%	+5.00%
5	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	5.26%	+0.17%	+5.57%
6	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	4.61%	+0.10%	+2.86%
7	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	4.59%	+0.15%	+5.12%
8	SCHP	Schwab U.s. Tips ETF	ETF-Other	4.19%	+0.21%	+6.13%
9	MBB	Ishares Mbs ETF	ETF-Other	4.03%	+0.16%	+5.73%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.89%	-0.21%	-1.00%
11	MUB	Ishares National Muni Bond E	ETF-Other	2.52%	-0.04%	+0.53%
12	DFAC	Dimensional US Core Equity 2	ETF-Other	2.40%	-0.02%	+2.53%
13	DFIC	Dimensional International Co	ETF-Other	1.89%	+0.04%	-0.08%
14	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.68%	-0.07%	-2.38%
15	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.60%	+0.04%	+0.43%
16	SCHX	Schwab US Large-cap ETF	ETF-Other	1.54%	+0.21%	+22.31%
17	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.50%	-0.04%	-1.39%
18	DUHP	Dimensional US High Profi Et	ETF-Other	1.43%	-0.02%	+2.81%
19	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.41%	+0.04%	+1.20%
20	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.40%	-0.09%	-4.89%
21	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.39%	-0.05%	-1.50%
22	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.14%	+0.02%	+0.68%
23	VTV	Vanguard Value ETF	ETF-Other	1.12%	+0.06%	+3.71%
24	VOE	Vanguard Mid-cap Value ETF	ETF-Other	1.11%	+0.03%	+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%	-0.08%	-0.80%
27	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.04%	—	+4.66%
28	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	0.99%	-0.04%	-2.48%
29	TIP	Ishares Tips Bond ETF	ETF-Other	0.97%	-0.03%	-2.00%
30	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.88%	—	-3.47%
31	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.88%	+0.09%	+3.38%
32	AVDE	Avantis International Equity	ETF-Other	0.84%	-0.02%	-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%	-0.02%	-2.96%
35	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.77%	-0.01%	-0.69%
36	MDY	State Street Spdr S&p Midcap	ETF-Other	0.75%	—	-2.06%
37	DFAT	Dimensional US Target Value	ETF-Other	0.63%	+0.01%	-1.83%
38	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.62%	+0.04%	+7.22%
39	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	0.57%	+0.03%	+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%	+0.01%	-0.52%
42	SUB	Ishares Short-term National	ETF-Other	0.41%	—	-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%	—	+0.89%
46	IWV	Ishares Russell 3000 ETF	ETF-Other	0.30%	-0.02%	-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%	-0.01%	-2.90%
49	VTIP	Vanguard Short-term Tips	ETF-Other	0.25%	-0.04%	-11.59%
50	IWB	Ishares Russell 1000 ETF	ETF-Other	0.17%	-0.02%	-2.03%

1–50 of 100

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+14.6%

Based on 73% of reported portfolio value with available pricing

Stdev: +9.3%
Beta: +0.64
Alpha: -0.6%
Max Drawdown: -6.1%
Annualized Perf: +11.3%
Batting Avg vs S&P: +38.9%
Sortino: +2.28
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.74
Calmar: +1.85
Information Ratio: -1.19
Tracking Error: +6.1%
Stdev Down: +4.9%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +23.8%
Worst 12 Months: +4.8%
Efficiency Ratio: +0.45
Sharpe: +1.21
Stdev Sectors: +18%
Skewness: -0.04
Kurtosis: -0.5
Upside Potential: +3.99

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	100	$1.5B	4	1VOO 2SPYV 3IJH Top holdings2026-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-12-31	102	$1.5B	7	1VOO 2SPYV 3IJH Top holdings2025-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-09-30	96	$1.4B	13	1VOO 2SPYV 3IJH Top holdings2025-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-06-30	97	$1.3B	0	1VOO 2SPYV 3IJH Top holdings2025-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-03-31	95	$1.2B	100	1VOO 2SPYV 3IJH Top holdings2025-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2024-12-31	92	$1.2B	0	1VOO 2SPYV 3IJH Top holdings2024-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-09-30	87	$1.2B	0	1VOO 2SPYV 3IJH Top holdings2024-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-06-30	87	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2024-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-03-31	86	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2024-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MUB
2023-12-31	84	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2023-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MUB
2023-09-30	81	$918.2M	0	1VOO 2SPYV 3BND Top holdings2023-09-30 1.VOO 2.SPYV 3.BND 4.IJH 5.VTEB 6.VCSH 7.MDYV 8.SCHP 9.SPY 10.IGSB
2023-06-30	81	$929.7M	0	1VOO 2SPYV 3IJH Top holdings2023-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.IGSB
2023-03-31	76	$876.3M	0	1VOO 2SPYV 3IJH Top holdings2023-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.VCSH 7.MDYV 8.SCHP 9.SPY 10.IGSB
2022-12-31	75	$814.2M	0	1VOO 2SPYV 3IJH Top holdings2022-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.IGSB
2022-09-30	71	$731.9M	0	1VOO 2SPYV 3IJH Top holdings2022-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.SUB 6.SCHP 7.VCSH 8.MDYV 9.SPY 10.IGSB
2022-06-30	67	$754.0M	0	1SPYV 2VOO 3IJH Top holdings2022-06-30 1.SPYV 2.VOO 3.IJH 4.SUB 5.SCHP 6.BND 7.VCSH 8.SPY 9.AGG 10.MDYV
2022-03-31	60	$811.1M	0	1VOO 2SPYV 3IJH Top holdings2022-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.SCHP 6.SPY 7.VCSH 8.SUB 9.MDYV 10.IGSB
2021-12-31	64	$814.2M	0	1VOO 2SPYV 3BND Top holdings2021-12-31 1.VOO 2.SPYV 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.SUB 10.IGSB
2021-09-30	63	$769.8M	0	1VOO 2SPYV 3BND Top holdings2021-09-30 1.VOO 2.SPYV 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.SUB 10.IGSB
2021-06-30	62	$751.1M	100	1SPYV 2VOO 3BND Top holdings2021-06-30 1.SPYV 2.VOO 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.IGSB 10.IVE
2021-03-31	57	$676.0M	12	1SPYV 2VOO 3BND Top holdings2021-03-31 1.SPYV 2.VOO 3.BND 4.IJH 5.SCHP 6.SPY 7.MDYV 8.VCSH 9.IGSB 10.IVE
2020-12-31	56	$608.9M	18	1BND 2SPYV 3VOO Top holdings2020-12-31 1.BND 2.SPYV 3.VOO 4.IJH 5.SCHP 6.SPY 7.IGSB 8.MDYV 9.VCSH 10.IVE
2020-09-30	58	$518.9M	8	1BND 2SPYV 3VOO Top holdings2020-09-30 1.BND 2.SPYV 3.VOO 4.IJH 5.SPY 6.SCHP 7.IGSB 8.BSV 9.IVE 10.MDYV
2020-06-30	57	$490.7M	26	1BND 2SPYV 3VOO Top holdings2020-06-30 1.BND 2.SPYV 3.VOO 4.IJH 5.SPY 6.SCHP 7.BSV 8.IGSB 9.IVE 10.VNQ
2020-03-31	61	$450.0M	47	1BND 2SPYV 3VOO Top holdings2020-03-31 1.BND 2.SPYV 3.VOO 4.SPY 5.BSV 6.IJH 7.SCHP 8.IGSB 9.IVE 10.VTIP
2019-12-31	66	$563.0M	11	1BND 2IJH 3SPYV Top holdings2019-12-31 1.BND 2.IJH 3.SPYV 4.VOO 5.SPY 6.BSV 7.IVE 8.VTIP 9.VNQ 10.VOOV
2019-09-30	66	$521.8M	10	1BND 2IJH 3SPYV Top holdings2019-09-30 1.BND 2.IJH 3.SPYV 4.BSV 5.SPY 6.VOO 7.IVE 8.VTIP 9.VNQ 10.VOOV
2019-06-30	65	$511.0M	11	1IJH 2BND 3BSV Top holdings2019-06-30 1.IJH 2.BND 3.BSV 4.SPYV 5.SPY 6.VOO 7.VTIP 8.IVE 9.VOOV 10.IVOV
2019-03-31	61	$490.4M	18	1BSV 2IJH 3BND Top holdings2019-03-31 1.BSV 2.IJH 3.BND 4.SPY 5.SPYV 6.VOO 7.VTIP 8.IVOV 9.IVE 10.VOOV
2018-12-31	63	$448.0M	24	1BSV 2BND 3SPY Top holdings2018-12-31 1.BSV 2.BND 3.SPY 4.IJH 5.VOO 6.SPYV 7.VTIP 8.IVE 9.VOOV 10.IVOV
2018-09-30	52	$452.9M	26	1BSV 2IJH 3SPY Top holdings2018-09-30 1.BSV 2.IJH 3.SPY 4.BND 5.VOO 6.SPYV 7.VEA 8.VTIP 9.VOOV 10.IVE
2018-06-30	42	$351.0M	7	1IJH 2BSV 3BND Top holdings2018-06-30 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.IVE 7.VEA 8.SPYV 9.VOOV 10.VTIP
2018-03-31	43	$338.8M	10	1IJH 2BSV 3BND Top holdings2018-03-31 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.VEA 7.IVE 8.VOOV 9.VTIP 10.SPYV
2017-12-31	48	$342.9M	—	1IJH 2BSV 3BND Top holdings2017-12-31 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.VOOV 7.IVE 8.VEA 9.VTIP 10.IJJ

Holding changes this quarter

Lutz Financial Services LLC's most significant position changes for 2026-03-31: Sold out: Visa Inc-class A Shares (V); Sold out: Mastercard INC - A (MA); Trim: Vanguard S&p 500 ETF (VOO) — shares -0.59%; Add: Vanguard Total Bond Market (BND) — shares +5.00%; Add: Schwab U.s. Tips ETF (SCHP) — shares +6.13%.

Position changes disclosed by Lutz Financial Services LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+0.2%	+5.00%	Add
2	SCHP	Schwab U.s. Tips ETF	+0.2%	+6.13%	Add
3	SCHX	Schwab US Large-cap ETF	+0.2%	+22.31%	Add
4	IJH	Ishares Core S&p Midcap ETF	+0.2%	+1.27%	Add
5	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+5.57%	Add
6	MBB	Ishares Mbs ETF	+0.2%	+5.73%	Add
7	VCSH	Vanguard S/t CORP Bond ETF	+0.2%	+5.12%	Add
8	MDYV	Ss Spdr S&p 400 Mc Val ETF	+0.1%	+2.86%	Add
9	AVUV	Avantis US Small Cap Value	+0.1%	+3.38%	Add
10	VTV	Vanguard Value ETF	+0.1%	+3.71%	Add
11	IJR	Ishares Core S&p Small-cap E	0%	+0.43%	Add
12	SCHM	Schwab US Mid Cap ETF	0%	+1.20%	Add
13	DFIC	Dimensional International Co	0%	-0.08%	Trim
14	STIP	Ishares 0-5 Year Tips Bond E	0%	+7.22%	Add
15	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+1.96%	Add
16	VOE	Vanguard Mid-cap Value ETF	0%	+0.28%	Add
17	DFEM	Dimensional Emrg Mrkt Core	0%	+2.29%	Add
18	DFAS	Dimensional US Small Cap ETF	0%	+0.68%	Add
19	DFAT	Dimensional US Target Value	0%	-1.83%	Trim
20	DFUV	Dimensional US Marketwide Va	0%	-0.96%	Trim
21	IEMG	Ishares Core Msci Emerging	0%	-0.52%	Trim
22	IJS	Ishares S&p Small-cap 600 Va	0%	-1.23%	Trim
23	QUAL	Ishares Msci USA Quality Fac	—	+4.66%	Add
24	AMZN	Amazon.com INC	0%	-7.15%	Trim
25	NVDA	Nvidia CORP	0%	+0.30%	Add
26	IUSV	Ishares Core S&p U.s. Value	0%	-0.69%	Trim
27	AAPL	Apple INC	0%	+0.13%	Add
28	META	Meta Platforms Inc-class A	0%	-5.61%	Trim
29	STPZ	Pimco 1-5 Year US Tips Index	0%	-2.90%	Trim
30	IWV	Ishares Russell 3000 ETF	0%	-2.64%	Trim
31	MSFT	Microsoft CORP	0%	+2.75%	Add
32	DFAC	Dimensional US Core Equity 2	0%	+2.53%	Add
33	IWB	Ishares Russell 1000 ETF	0%	-2.03%	Trim
34	AVDE	Avantis International Equity	0%	-4.30%	Trim
35	DUHP	Dimensional US High Profi Et	0%	+2.81%	Add
36	SCHA	Schwab US Small-cap ETF	0%	-2.96%	Trim
37	TIP	Ishares Tips Bond ETF	0%	-2.00%	Trim
38	VOOV	Vanguard S&p 500 Value ETF	0%	-2.48%	Trim
39	VTIP	Vanguard Short-term Tips	0%	-11.59%	Trim
40	IVE	Ishares S&p 500 Value ETF	0%	-1.39%	Trim
41	MUB	Ishares National Muni Bond E	0%	+0.53%	Add
42	BSV	Vanguard Short-term Bond ETF	-0.1%	-1.50%	Trim
43	IGSB	Ishares 1-5y Inv Grade CORP	-0.1%	-2.38%	Trim
44	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.80%	Trim
45	AGG	Ishares Core U.s. Aggregate	-0.1%	-4.89%	Trim
46	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-71.00%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-1.00%	Trim
48	VOO	Vanguard S&p 500 ETF	-0.7%	-0.59%	Trim
49	V	Visa Inc-class A Shares	—	EXIT	Sold out
50	MA	Mastercard INC - A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-04	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-02-04	13F-HR	View on EDGAR
2024-09-30	2024-10-30	13F-HR	View on EDGAR
2024-06-30	2024-07-29	13F-HR	View on EDGAR
2024-03-31	2024-05-03	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-03	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-10-24	13F-HR	View on EDGAR
2022-06-30	2022-07-20	13F-HR	View on EDGAR
2022-03-31	2022-04-25	13F-HR	View on EDGAR
2021-12-31	2022-01-19	13F-HR	View on EDGAR
2021-09-30	2021-10-27	13F-HR	View on EDGAR
2021-06-30	2021-07-26	13F-HR	View on EDGAR
2021-03-31	2021-04-27	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-07-28	13F-HR	View on EDGAR
2020-03-31	2020-04-27	13F-HR	View on EDGAR
2019-12-31	2020-02-03	13F-HR	View on EDGAR
2019-09-30	2019-10-31	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-06	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-15	13F-HR	View on EDGAR
2018-03-31	2018-04-17	13F-HR	View on EDGAR
2017-12-31	2018-04-17	13F-HR	View on EDGAR

FAQ

What is Lutz Financial Services LLC and what type of investor is it?

Lutz Financial Services LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 100 disclosed positions.

What are Lutz Financial Services LLC's largest equity positions?

Based on the latest 13F filing, Lutz Financial Services LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $150.6M (10.1%) 2. Ss Spdr P S&p 500 Value ETF (SPYV) — $137.8M (9.3%) 3. Ishares Core S&p Midcap ETF (IJH) — $107.9M (7.3%) 4. Vanguard Total Bond Market (BND) — $105.4M (7.1%) 5. Vanguard Tax-exempt Bond ETF (VTEB) — $78.3M (5.3%)

What changes did Lutz Financial Services LLC make in its most recent portfolio filing?

In the latest reported quarter, Lutz Financial Services LLC made 50 notable position adjustments: 0 new positions were initiated, 24 existing holdings were added to, 24 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Visa Inc-class A Shares (V); Sold out: Mastercard INC - A (MA); Trim: Vanguard S&p 500 ETF (VOO) — shares -0.59%; Add: Vanguard Total Bond Market (BND) — shares +5.00%; Add: Schwab U.s. Tips ETF (SCHP) — shares +6.13%

What sectors does Lutz Financial Services LLC focus on?

Lutz Financial Services LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.4% • Communication Services: 17.8% • Financials: 12.0% • Consumer Discretionary: 8.1% • Health Care: 3.5% • Consumer Staples: 3.1%

Peer Institutions

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Lutz Financial Services LLC SEC 13F Disclosure Analysis

CIK: 0001737112

Diversified strategySector-focusedMomentum follower

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 100

Lutz Financial Services LLC disclosed 100 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 4.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "L"

Personality snowflake

Concentration: 18.12
Portfolio Stability: 4.01
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 81.12

Position sizes vary widely across the portfolio (a coefficient of variation of 1.89), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim VOO
-0.6%　-$8.4M
Add BND
+5.0%　$4.4M
Add SCHP
+6.1%　$3.9M
Add SCHX
+22.3%　$3.2M
Trim SPY
-1.0%　-$2.5M
Add IJH
+1.3%　$3.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	10.12%	-0.69%	-0.59%
2	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	9.26%	+0.03%	+1.96%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	7.25%	+0.17%	+1.27%
4	BND	Vanguard Total Bond Market	ETF-Other	7.08%	+0.21%	+5.00%
5	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	5.26%	+0.17%	+5.57%
6	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	4.61%	+0.10%	+2.86%
7	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	4.59%	+0.15%	+5.12%
8	SCHP	Schwab U.s. Tips ETF	ETF-Other	4.19%	+0.21%	+6.13%
9	MBB	Ishares Mbs ETF	ETF-Other	4.03%	+0.16%	+5.73%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.89%	-0.21%	-1.00%
11	MUB	Ishares National Muni Bond E	ETF-Other	2.52%	-0.04%	+0.53%
12	DFAC	Dimensional US Core Equity 2	ETF-Other	2.40%	-0.02%	+2.53%
13	DFIC	Dimensional International Co	ETF-Other	1.89%	+0.04%	-0.08%
14	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.68%	-0.07%	-2.38%
15	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.60%	+0.04%	+0.43%
16	SCHX	Schwab US Large-cap ETF	ETF-Other	1.54%	+0.21%	+22.31%
17	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.50%	-0.04%	-1.39%
18	DUHP	Dimensional US High Profi Et	ETF-Other	1.43%	-0.02%	+2.81%
19	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.41%	+0.04%	+1.20%
20	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.40%	-0.09%	-4.89%
21	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.39%	-0.05%	-1.50%
22	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.14%	+0.02%	+0.68%
23	VTV	Vanguard Value ETF	ETF-Other	1.12%	+0.06%	+3.71%
24	VOE	Vanguard Mid-cap Value ETF	ETF-Other	1.11%	+0.03%	+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%	-0.08%	-0.80%
27	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.04%	—	+4.66%
28	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	0.99%	-0.04%	-2.48%
29	TIP	Ishares Tips Bond ETF	ETF-Other	0.97%	-0.03%	-2.00%
30	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.88%	—	-3.47%
31	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.88%	+0.09%	+3.38%
32	AVDE	Avantis International Equity	ETF-Other	0.84%	-0.02%	-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%	-0.02%	-2.96%
35	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.77%	-0.01%	-0.69%
36	MDY	State Street Spdr S&p Midcap	ETF-Other	0.75%	—	-2.06%
37	DFAT	Dimensional US Target Value	ETF-Other	0.63%	+0.01%	-1.83%
38	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.62%	+0.04%	+7.22%
39	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	0.57%	+0.03%	+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%	+0.01%	-0.52%
42	SUB	Ishares Short-term National	ETF-Other	0.41%	—	-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%	—	+0.89%
46	IWV	Ishares Russell 3000 ETF	ETF-Other	0.30%	-0.02%	-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%	-0.01%	-2.90%
49	VTIP	Vanguard Short-term Tips	ETF-Other	0.25%	-0.04%	-11.59%
50	IWB	Ishares Russell 1000 ETF	ETF-Other	0.17%	-0.02%	-2.03%

1–50 of 100

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+14.6%

Based on 73% of reported portfolio value with available pricing

Stdev: +9.3%
Beta: +0.64
Alpha: -0.6%
Max Drawdown: -6.1%
Annualized Perf: +11.3%
Batting Avg vs S&P: +38.9%
Sortino: +2.28
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.74
Calmar: +1.85
Information Ratio: -1.19
Tracking Error: +6.1%
Stdev Down: +4.9%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +23.8%
Worst 12 Months: +4.8%
Efficiency Ratio: +0.45
Sharpe: +1.21
Stdev Sectors: +18%
Skewness: -0.04
Kurtosis: -0.5
Upside Potential: +3.99

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	100	$1.5B	4	1VOO 2SPYV 3IJH Top holdings2026-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-12-31	102	$1.5B	7	1VOO 2SPYV 3IJH Top holdings2025-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-09-30	96	$1.4B	13	1VOO 2SPYV 3IJH Top holdings2025-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-06-30	97	$1.3B	0	1VOO 2SPYV 3IJH Top holdings2025-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2025-03-31	95	$1.2B	100	1VOO 2SPYV 3IJH Top holdings2025-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.MBB 10.SPY
2024-12-31	92	$1.2B	0	1VOO 2SPYV 3IJH Top holdings2024-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-09-30	87	$1.2B	0	1VOO 2SPYV 3IJH Top holdings2024-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-06-30	87	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2024-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MBB
2024-03-31	86	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2024-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MUB
2023-12-31	84	$1.1B	0	1VOO 2SPYV 3IJH Top holdings2023-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.MUB
2023-09-30	81	$918.2M	0	1VOO 2SPYV 3BND Top holdings2023-09-30 1.VOO 2.SPYV 3.BND 4.IJH 5.VTEB 6.VCSH 7.MDYV 8.SCHP 9.SPY 10.IGSB
2023-06-30	81	$929.7M	0	1VOO 2SPYV 3IJH Top holdings2023-06-30 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.IGSB
2023-03-31	76	$876.3M	0	1VOO 2SPYV 3IJH Top holdings2023-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.VCSH 7.MDYV 8.SCHP 9.SPY 10.IGSB
2022-12-31	75	$814.2M	0	1VOO 2SPYV 3IJH Top holdings2022-12-31 1.VOO 2.SPYV 3.IJH 4.BND 5.VTEB 6.MDYV 7.VCSH 8.SCHP 9.SPY 10.IGSB
2022-09-30	71	$731.9M	0	1VOO 2SPYV 3IJH Top holdings2022-09-30 1.VOO 2.SPYV 3.IJH 4.BND 5.SUB 6.SCHP 7.VCSH 8.MDYV 9.SPY 10.IGSB
2022-06-30	67	$754.0M	0	1SPYV 2VOO 3IJH Top holdings2022-06-30 1.SPYV 2.VOO 3.IJH 4.SUB 5.SCHP 6.BND 7.VCSH 8.SPY 9.AGG 10.MDYV
2022-03-31	60	$811.1M	0	1VOO 2SPYV 3IJH Top holdings2022-03-31 1.VOO 2.SPYV 3.IJH 4.BND 5.SCHP 6.SPY 7.VCSH 8.SUB 9.MDYV 10.IGSB
2021-12-31	64	$814.2M	0	1VOO 2SPYV 3BND Top holdings2021-12-31 1.VOO 2.SPYV 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.SUB 10.IGSB
2021-09-30	63	$769.8M	0	1VOO 2SPYV 3BND Top holdings2021-09-30 1.VOO 2.SPYV 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.SUB 10.IGSB
2021-06-30	62	$751.1M	100	1SPYV 2VOO 3BND Top holdings2021-06-30 1.SPYV 2.VOO 3.BND 4.IJH 5.SCHP 6.SPY 7.VCSH 8.MDYV 9.IGSB 10.IVE
2021-03-31	57	$676.0M	12	1SPYV 2VOO 3BND Top holdings2021-03-31 1.SPYV 2.VOO 3.BND 4.IJH 5.SCHP 6.SPY 7.MDYV 8.VCSH 9.IGSB 10.IVE
2020-12-31	56	$608.9M	18	1BND 2SPYV 3VOO Top holdings2020-12-31 1.BND 2.SPYV 3.VOO 4.IJH 5.SCHP 6.SPY 7.IGSB 8.MDYV 9.VCSH 10.IVE
2020-09-30	58	$518.9M	8	1BND 2SPYV 3VOO Top holdings2020-09-30 1.BND 2.SPYV 3.VOO 4.IJH 5.SPY 6.SCHP 7.IGSB 8.BSV 9.IVE 10.MDYV
2020-06-30	57	$490.7M	26	1BND 2SPYV 3VOO Top holdings2020-06-30 1.BND 2.SPYV 3.VOO 4.IJH 5.SPY 6.SCHP 7.BSV 8.IGSB 9.IVE 10.VNQ
2020-03-31	61	$450.0M	47	1BND 2SPYV 3VOO Top holdings2020-03-31 1.BND 2.SPYV 3.VOO 4.SPY 5.BSV 6.IJH 7.SCHP 8.IGSB 9.IVE 10.VTIP
2019-12-31	66	$563.0M	11	1BND 2IJH 3SPYV Top holdings2019-12-31 1.BND 2.IJH 3.SPYV 4.VOO 5.SPY 6.BSV 7.IVE 8.VTIP 9.VNQ 10.VOOV
2019-09-30	66	$521.8M	10	1BND 2IJH 3SPYV Top holdings2019-09-30 1.BND 2.IJH 3.SPYV 4.BSV 5.SPY 6.VOO 7.IVE 8.VTIP 9.VNQ 10.VOOV
2019-06-30	65	$511.0M	11	1IJH 2BND 3BSV Top holdings2019-06-30 1.IJH 2.BND 3.BSV 4.SPYV 5.SPY 6.VOO 7.VTIP 8.IVE 9.VOOV 10.IVOV
2019-03-31	61	$490.4M	18	1BSV 2IJH 3BND Top holdings2019-03-31 1.BSV 2.IJH 3.BND 4.SPY 5.SPYV 6.VOO 7.VTIP 8.IVOV 9.IVE 10.VOOV
2018-12-31	63	$448.0M	24	1BSV 2BND 3SPY Top holdings2018-12-31 1.BSV 2.BND 3.SPY 4.IJH 5.VOO 6.SPYV 7.VTIP 8.IVE 9.VOOV 10.IVOV
2018-09-30	52	$452.9M	26	1BSV 2IJH 3SPY Top holdings2018-09-30 1.BSV 2.IJH 3.SPY 4.BND 5.VOO 6.SPYV 7.VEA 8.VTIP 9.VOOV 10.IVE
2018-06-30	42	$351.0M	7	1IJH 2BSV 3BND Top holdings2018-06-30 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.IVE 7.VEA 8.SPYV 9.VOOV 10.VTIP
2018-03-31	43	$338.8M	10	1IJH 2BSV 3BND Top holdings2018-03-31 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.VEA 7.IVE 8.VOOV 9.VTIP 10.SPYV
2017-12-31	48	$342.9M	—	1IJH 2BSV 3BND Top holdings2017-12-31 1.IJH 2.BSV 3.BND 4.VOO 5.SPY 6.VOOV 7.IVE 8.VEA 9.VTIP 10.IJJ

Holding changes this quarter

Position changes disclosed by Lutz Financial Services LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+0.2%	+5.00%	Add
2	SCHP	Schwab U.s. Tips ETF	+0.2%	+6.13%	Add
3	SCHX	Schwab US Large-cap ETF	+0.2%	+22.31%	Add
4	IJH	Ishares Core S&p Midcap ETF	+0.2%	+1.27%	Add
5	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+5.57%	Add
6	MBB	Ishares Mbs ETF	+0.2%	+5.73%	Add
7	VCSH	Vanguard S/t CORP Bond ETF	+0.2%	+5.12%	Add
8	MDYV	Ss Spdr S&p 400 Mc Val ETF	+0.1%	+2.86%	Add
9	AVUV	Avantis US Small Cap Value	+0.1%	+3.38%	Add
10	VTV	Vanguard Value ETF	+0.1%	+3.71%	Add
11	IJR	Ishares Core S&p Small-cap E	0%	+0.43%	Add
12	SCHM	Schwab US Mid Cap ETF	0%	+1.20%	Add
13	DFIC	Dimensional International Co	0%	-0.08%	Trim
14	STIP	Ishares 0-5 Year Tips Bond E	0%	+7.22%	Add
15	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+1.96%	Add
16	VOE	Vanguard Mid-cap Value ETF	0%	+0.28%	Add
17	DFEM	Dimensional Emrg Mrkt Core	0%	+2.29%	Add
18	DFAS	Dimensional US Small Cap ETF	0%	+0.68%	Add
19	DFAT	Dimensional US Target Value	0%	-1.83%	Trim
20	DFUV	Dimensional US Marketwide Va	0%	-0.96%	Trim
21	IEMG	Ishares Core Msci Emerging	0%	-0.52%	Trim
22	IJS	Ishares S&p Small-cap 600 Va	0%	-1.23%	Trim
23	QUAL	Ishares Msci USA Quality Fac	—	+4.66%	Add
24	AMZN	Amazon.com INC	0%	-7.15%	Trim
25	NVDA	Nvidia CORP	0%	+0.30%	Add
26	IUSV	Ishares Core S&p U.s. Value	0%	-0.69%	Trim
27	AAPL	Apple INC	0%	+0.13%	Add
28	META	Meta Platforms Inc-class A	0%	-5.61%	Trim
29	STPZ	Pimco 1-5 Year US Tips Index	0%	-2.90%	Trim
30	IWV	Ishares Russell 3000 ETF	0%	-2.64%	Trim
31	MSFT	Microsoft CORP	0%	+2.75%	Add
32	DFAC	Dimensional US Core Equity 2	0%	+2.53%	Add
33	IWB	Ishares Russell 1000 ETF	0%	-2.03%	Trim
34	AVDE	Avantis International Equity	0%	-4.30%	Trim
35	DUHP	Dimensional US High Profi Et	0%	+2.81%	Add
36	SCHA	Schwab US Small-cap ETF	0%	-2.96%	Trim
37	TIP	Ishares Tips Bond ETF	0%	-2.00%	Trim
38	VOOV	Vanguard S&p 500 Value ETF	0%	-2.48%	Trim
39	VTIP	Vanguard Short-term Tips	0%	-11.59%	Trim
40	IVE	Ishares S&p 500 Value ETF	0%	-1.39%	Trim
41	MUB	Ishares National Muni Bond E	0%	+0.53%	Add
42	BSV	Vanguard Short-term Bond ETF	-0.1%	-1.50%	Trim
43	IGSB	Ishares 1-5y Inv Grade CORP	-0.1%	-2.38%	Trim
44	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.80%	Trim
45	AGG	Ishares Core U.s. Aggregate	-0.1%	-4.89%	Trim
46	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-71.00%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-1.00%	Trim
48	VOO	Vanguard S&p 500 ETF	-0.7%	-0.59%	Trim
49	V	Visa Inc-class A Shares	—	EXIT	Sold out
50	MA	Mastercard INC - A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-04	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-02-04	13F-HR	View on EDGAR
2024-09-30	2024-10-30	13F-HR	View on EDGAR
2024-06-30	2024-07-29	13F-HR	View on EDGAR
2024-03-31	2024-05-03	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-03	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-10-24	13F-HR	View on EDGAR
2022-06-30	2022-07-20	13F-HR	View on EDGAR
2022-03-31	2022-04-25	13F-HR	View on EDGAR
2021-12-31	2022-01-19	13F-HR	View on EDGAR
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