Lutz Financial Services LLC — 13F holdings

Lutz Financial Services LLC reported 112 holdings worth $1.64B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $176M (10.7%)
  2. SPYV SPDR SERIES TRUST — $152M (9.2%)
  3. IJH ISHARES TR — $125M (7.6%)
  4. BND VANGUARD BD INDEX FDS — $109M (6.6%)
  5. VTEB VANGUARD MUN BD FDS — $84.2M (5.1%)
  6. MDYV SPDR SERIES TRUST — $78.7M (4.8%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $71.3M (4.3%)
  8. SCHP SCHWAB STRATEGIC TR — $64.8M (3.9%)
  9. MBB ISHARES TR — $62.2M (3.8%)
  10. SPY SPDR S&P 500 ETF TR — $49.2M (3.0%)