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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 2,239.0 $254K 0.01% +35.0 +1.6% $113.26 -7.0%
102 WDC WESTERN DIGITAL CORP Technology 382.0 $244K 0.01% NEW $638.72 -31.7%
103 INTC INTEL CORP Technology 1,707.0 $238K 0.01% NEW $139.63 -37.3%
104 TSLA TESLA INC Consumer Cyclical 564.0 $237K 0.01% NEW $420.60 -15.6%
105 DFLV DIMENSIONAL ETF TRUST 5,972.0 $236K 0.01% NEW $39.54 +6.2%
106 LRCX LAM RESEARCH CORP Technology 544.0 $236K 0.01% NEW $433.33 -29.5%
107 CAT CATERPILLAR INC Industrials 208.0 $221K 0.01% NEW $1064.90 -24.0%
108 AMAT APPLIED MATLS INC Technology 301.0 $218K 0.01% NEW $723.00 -33.2%
109 V VISA INC Financial Services 634.0 $218K 0.01% -26.0 -3.9% $343.09 +10.8%
110 SNDK SANDISK CORP Technology 95.0 $216K 0.01% NEW $2273.73 -33.8%
111 IVOO VANGUARD ADMIRAL FDS INC 1,638.0 $214K 0.01% NEW $130.40 -1.4%
112 IGIB ISHARES TR 4,007.0 $213K 0.01% $53.18 -1.8%
Page 6 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%