Lutz Financial Services LLC
CIK 1737112
13F filing for Q2 2026・No. 1,882
- Holdings
- US$1.64B
- Quarter change
- +US$154.24M
- Entries
- 112
- Net bought (estimate)
- +US$33.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 0
- Cut 43
- Added 39
- Corporate actions 0
- Unchanged 18
Largest holdings
112 stocks worth US$1.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 256,299 | US$176.03M | 10.72% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 2,496,836 | US$151.78M | 9.24% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,615,391 | US$124.56M | 7.59% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 1,478,462 | US$108.53M | 6.61% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 1,663,916 | US$84.16M | 5.13% |
| SPDR SERIES TRUSTST STR SP400VAL | Added | 829,586 | US$78.69M | 4.79% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 901,823 | US$71.27M | 4.34% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | Added | 2,445,014 | US$64.79M | 3.95% |
| MBBISHARES TRMBS ETF | Added | 658,034 | US$62.2M | 3.79% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 65,867 | US$49.19M | 3.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.