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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MA	MASTERCARD INCORPORATED	Financial Services	354	$202K	0.01%	SOLD

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%