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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 510.0 $589K 0.04% NEW $1154.29 -20.9%
2 AMD ADVANCED MICRO DEVICES INC Technology 443.0 $257K 0.02% NEW $580.91 -20.6%
3 WDC WESTERN DIGITAL CORP Technology 382.0 $244K 0.01% NEW $638.72 -31.8%
4 INTC INTEL CORP Technology 1,707.0 $238K 0.01% NEW $139.63 -37.5%
5 TSLA TESLA INC Consumer Cyclical 564.0 $237K 0.01% NEW $420.60 -15.3%
6 DFLV DIMENSIONAL ETF TRUST 5,972.0 $236K 0.01% NEW $39.54 +6.2%
7 LRCX LAM RESEARCH CORP Technology 544.0 $236K 0.01% NEW $433.33 -29.2%
8 CAT CATERPILLAR INC Industrials 208.0 $221K 0.01% NEW $1064.90 -23.8%
9 AMAT APPLIED MATLS INC Technology 301.0 $218K 0.01% NEW $723.00 -33.2%
10 SNDK SANDISK CORP Technology 95.0 $216K 0.01% NEW $2273.73 -34.4%
11 IVOO VANGUARD ADMIRAL FDS INC 1,638.0 $214K 0.01% NEW $130.40 -1.2%

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%