Portfolio (Quarterly) Guide ↗

Lutz Financial Services LLC

· CIK 0001737112

13F Portfolio $1.5B AUM 102 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 New 41 Added 34 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	855	$240K	0.02%	SOLD

Sector Allocation

Financial Services 86.8%

Technology 8.3%

Communication Services 2.7%

Consumer Cyclical 1.3%

Healthcare 0.5%

Consumer Defensive 0.4%