StockDriftsStockDriftsTop 50 Lutz Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.72% | 256.3K | $176.0M | +1.69%(+4.26K) | $324.04(+119.43%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 9.24% | 2.50M | $151.8M | +2.55%(+62.16K) | $35.92(+76.48%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.59% | 1.62M | $124.6M | +1.06%(+16.92K) | $43.06(+80.94%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.61% | 1.48M | $108.5M | +3.31%(+47.32K) | $75.95(-4.82%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 5.13% | 1.66M | $84.2M | +6.00%(+94.25K) | $49.78(+0.11%) | 2026-06-30 | |
| MDYV | SPDR SERIES TRUST | 4.79% | 829.6K | $78.7M | +2.94%(+23.73K) | $60.79(+58.92%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.34% | 901.8K | $71.3M | +4.69%(+40.38K) | $81.05(-3.09%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.95% | 2.45M | $64.8M | +4.40%(+103.11K) | $27.80(-6.79%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.79% | 658.0K | $62.2M | +4.14%(+26.18K) | $93.24(-0.11%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3% | 65.9K | $49.2M | -0.51%(-335) | $266.67(+190.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.14% | +29.99% | +4.72% | +25.95% |
| Top 20 Holdings Unweighted | +8.82% | +28.85% | +4.27% | +23.28% |
Lutz Financial Services LLC reports $1.64B in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.7%), SPYV (9.2%) and IJH (7.6%). The top 20 holdings account for 76.61% of reported assets. Its disclosed equity book has returned +29.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lutz Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737112). View Lutz Financial Services LLC’s 13F filings on SEC