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Portfolio (Quarterly) Guide ↗

Lutz Financial Services LLC

· CIK 0001737112
13F Portfolio $1.6B AUM 112 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 39 Added 46 Reduced 1 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STIP ISHARES TR 91,521.0 $9.3M 0.57% +8K +9.8% $102.16 -1.2%
22 ISTB ISHARES TR 96,229.0 $4.6M 0.28% +2K +2.3% $48.25 -0.4%
23 NVDA NVIDIA CORPORATION Technology 11,121.0 $2.2M 0.14% +867.0 +8.5% $200.09 +4.7%
24 AAPL APPLE INC Technology 6,200.0 $1.8M 0.11% +156.0 +2.6% $289.36 +7.7%
25 VTI VANGUARD INDEX FDS 3,537.0 $1.3M 0.08% +24.0 +0.7% $369.99 +1.9%
26 VO VANGUARD INDEX FDS 15,159.0 $1.2M 0.07% +11K +286.3% $80.57 +2.8%
27 MSFT MICROSOFT CORP Technology 3,084.0 $1.2M 0.07% +67.0 +2.2% $373.02 +30.6%
28 VIG VANGUARD SPECIALIZED FUNDS 4,051.0 $959K 0.06% +291.0 +7.7% $236.62 +3.3%
29 AVUS AMERICAN CENTY ETF TR 4,204.0 $538K 0.03% +160.0 +4.0% $128.08 +1.6%
30 AVDV AMERICAN CENTY ETF TR 5,170.0 $533K 0.03% +50.0 +1.0% $103.05 +8.2%
31 META META PLATFORMS INC Communication Services 918.0 $517K 0.03% +80.0 +9.6% $563.29 -2.0%
32 VT VANGUARD INTL EQUITY INDEX F 3,098.0 $486K 0.03% +110.0 +3.7% $156.94 +2.0%
33 DFSV DIMENSIONAL ETF TRUST 12,351.0 $479K 0.03% +242.0 +2.0% $38.79 +3.9%
34 JPM JPMORGAN CHASE & CO Financial Services 1,411.0 $462K 0.03% +37.0 +2.7% $327.33 +9.0%
35 LLY ELI LILLY & CO Healthcare 340.0 $408K 0.03% +15.0 +4.6% $1199.43 +3.9%
36 VCIT VANGUARD SCOTTSDALE FDS 3,686.0 $305K 0.02% +70.0 +1.9% $82.64 -1.8%
37 VUG VANGUARD INDEX FDS 3,369.0 $290K 0.02% +3K +647.0% $86.13 +0.9%
38 SPEM SPDR INDEX SHS FDS 5,371.0 $278K 0.02% +543.0 +11.2% $51.78 +0.3%
39 WMT WALMART INC Consumer Defensive 2,239.0 $254K 0.01% +35.0 +1.6% $113.26 -7.5%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.2%
Technology 10.4%
Communication Services 1.7%
Consumer Cyclical 1.5%
Healthcare 0.6%
Industrials 0.3%
Consumer Defensive 0.3%