Lutz Financial Services LLC 13F Holdings · Q2 2026
Lutz Financial Services LLC reported 112 securities worth $1.64B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (10.72%), SPYV (9.24%), IJH (7.59%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $176.0M | 10.72% | 256,299 | Added |
| 2 | SPYV | SPDR SERIES TRUST | $151.8M | 9.24% | 2.5M | Added |
| 3 | IJH | ISHARES TR | $124.6M | 7.59% | 1.6M | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $108.5M | 6.61% | 1.5M | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $84.2M | 5.13% | 1.7M | Added |
| 6 | MDYV | SPDR SERIES TRUST | $78.7M | 4.79% | 829,586 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $71.3M | 4.34% | 901,823 | Added |
| 8 | SCHP | SCHWAB STRATEGIC TR | $64.8M | 3.95% | 2.4M | Added |
| 9 | MBB | ISHARES TR | $62.2M | 3.79% | 658,034 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $49.2M | 3.00% | 65,867 | Trimmed |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $41.2M | 2.51% | 928,322 | Added |
| 12 | MUB | ISHARES TR | $38.5M | 2.34% | 357,361 | Added |
| 13 | DFIC | DIMENSIONAL ETF TRUST | $31.0M | 1.89% | 833,294 | Added |
| 14 | IJR | ISHARES TR | $28.9M | 1.76% | 194,808 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $26.6M | 1.62% | 902,154 | Added |
| 16 | DUHP | DIMENSIONAL ETF TRUST | $25.4M | 1.55% | 609,075 | Added |
| 17 | IGSB | ISHARES TR | $25.1M | 1.53% | 478,615 | Added |
| 18 | SCHM | SCHWAB STRATEGIC TR | $24.8M | 1.51% | 672,364 | Trimmed |
| 19 | IVE | ISHARES TR | $23.7M | 1.44% | 104,312 | Trimmed |
| 20 | BSV | VANGUARD BD INDEX FDS | $21.4M | 1.30% | 274,930 | Added |
| 21 | AGG | ISHARES TR | $20.7M | 1.26% | 208,958 | Trimmed |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $19.6M | 1.20% | 238,326 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $18.5M | 1.13% | 84,845 | Added |
| 24 | QUAL | ISHARES TR | $17.7M | 1.08% | 80,645 | Trimmed |
| 25 | IVV | ISHARES TR | $17.6M | 1.07% | 23,501 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR