Lutz Financial Services LLC: 13F holdings
CIK 17371122026Q2
| Positions | 112 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 112 (+12 vs prior quarter) |
|---|
| Reported value | $1.6bn (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 256,299 | $176.0m | 10.7% |
| SPYV SPDR SERIES TRUST | 2,496,836 | $151.8m | 9.2% |
| IJH ISHARES TR | 1,615,391 | $124.6m | 7.6% |
| BND VANGUARD BD INDEX FDS | 1,478,462 | $108.5m | 6.6% |
| VTEB VANGUARD MUN BD FDS | 1,663,916 | $84.2m | 5.1% |
| MDYV SPDR SERIES TRUST | 829,586 | $78.7m | 4.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 901,823 | $71.3m | 4.3% |
| SCHP SCHWAB STRATEGIC TR | 2,445,014 | $64.8m | 3.9% |
| MBB ISHARES TR | 658,034 | $62.2m | 3.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 65,867 | $49.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737112")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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