Lutz Financial Services LLC - Portfolio overview

Lutz Financial Services LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.12%
2. SPYV - SPDR SERIES TRUST, 9.25%
3. IJH - ISHARES TR, 7.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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