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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 15,159.0 $1.2M 0.07% +11K +286.3% $80.57 +3.0%
62 MSFT MICROSOFT CORP Technology 3,084.0 $1.2M 0.07% +67.0 +2.2% $373.02 +29.5%
63 IWD ISHARES TR 4,010.0 $972K 0.06% -161.0 -3.9% $242.43 +6.1%
64 VIG VANGUARD SPECIALIZED FUNDS 4,051.0 $959K 0.06% +291.0 +7.7% $236.62 +3.1%
65 AMZN AMAZON COM INC Consumer Cyclical 3,664.0 $873K 0.05% -55.0 -1.5% $238.34 +8.5%
66 DFSD DIMENSIONAL ETF TRUST 18,253.0 $872K 0.05% -3K -15.2% $47.75 -0.9%
67 EFA ISHARES TR 7,979.0 $829K 0.05% -148.0 -1.8% $103.88 +4.2%
68 VB VANGUARD INDEX FDS 2,541.0 $770K 0.05% $303.15 +0.5%
69 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.05% $748850.00
70 DLN WISDOMTREE TR 7,456.0 $718K 0.04% $96.32 +4.6%
71 BERKSHIRE HATHAWAY INC DEL 1,435.0 $718K 0.04% -3K -69.2% $500.39
72 GOOGL ALPHABET INC Communication Services 1,998.0 $714K 0.04% -185.0 -8.5% $357.37 -3.5%
73 SCHG SCHWAB STRATEGIC TR 19,349.0 $655K 0.04% $33.84 +4.4%
74 SPMD SPDR SERIES TRUST 9,264.0 $626K 0.04% $67.56 -0.4%
75 GOOG ALPHABET INC 1,694.0 $599K 0.04% -137.0 -7.5% $353.33
76 MU MICRON TECHNOLOGY INC Technology 510.0 $589K 0.04% NEW $1154.29 -16.2%
77 DBEF DBX ETF TR 10,469.0 $572K 0.04% $54.63 +2.2%
78 AVUS AMERICAN CENTY ETF TR 4,204.0 $538K 0.03% +160.0 +4.0% $128.08 +2.0%
79 AVDV AMERICAN CENTY ETF TR 5,170.0 $533K 0.03% +50.0 +1.0% $103.05 +8.6%
80 AVGO BROADCOM INC Technology 1,407.0 $531K 0.03% -58.0 -4.0% $377.75 -2.5%
Page 4 of 6  ·  112 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%