Lutz Financial Services LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Lutz Financial Services LLC held in its portfolio 98 assets valued at $1,470,354,470 (i.e. $1.47B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($215.82M), VANGUARD INDEX FDS ($159.00M), and ISHARES TR ($104.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lutz Financial Services LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3326331 | 215819920 | STATE STREET SPD |
| VANGUARD INDEX FDS | 253536 | 159000379 | S&P 500 ETF SHS |
| ISHARES TR | 1578398 | 104174277 | CORE S&P MCP ETF |
| VANGUARD BD INDEX FDS | 1362944 | 100953289 | TOTAL BND MRKT |
| VANGUARD MUN BD FDS | 1486795 | 74770965 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 819525 | 65340770 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 2206735 | 58456436 | US TIPS ETF |
| ISHARES TR | 597581 | 56901754 | MBS ETF |
| SPDR S&P 500 ETF TR | 66871 | 45600846 | TR UNIT |
| ISHARES TR | 351298 | 37627565 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 896946 | 35510083 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 791288 | 27267803 | INTL CORE EQUITY |
| ISHARES TR | 486755 | 25739624 | ISHS 1-5YR INVS |
| ISHARES TR | 191033 | 22958406 | CORE S&P SCP ETF |
| ISHARES TR | 106970 | 22685186 | S&P 500 VAL ETF |
| ISHARES TR | 219891 | 21962726 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 562375 | 21387125 | US HIGH PROFITAB |
| VANGUARD BD INDEX FDS | 268024 | 21122953 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 670307 | 20156157 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 728336 | 19599532 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 237201 | 16525803 | US SMALL CAP ETF |
| ISHARES TR | 23966 | 16415257 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 89461 | 15867841 | MCAP VL IDXVIP |
| ISHARES TR | 120056 | 15798173 | S&P MC 400VL ETF |
| VANGUARD INDEX FDS | 81790 | 15621257 | VALUE ETF |
| ISHARES TR | 77301 | 15353592 | MSCI USA QLT FCT |
| VANGUARD ADMIRAL FDS INC | 74136 | 15186761 | 500 VAL IDX FD |
| ISHARES TR | 133199 | 14639915 | TIPS BD ETF |
| AMERICAN CENTY ETF TR | 154322 | 12703787 | INTL EQT ETF |
| VANGUARD ADMIRAL FDS INC | 116480 | 11765631 | MIDCP 400 VAL |
| AMERICAN CENTY ETF TR | 114577 | 11684633 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 408365 | 11630263 | US SML CAP ETF |
| ISHARES TR | 112344 | 11519771 | CORE S&P US VLU |
| SPDR S&P MIDCAP 400 ETF TR | 18573 | 11204936 | UTSER1 S&PDCRP |
| DIMENSIONAL ETF TRUST | 152294 | 9067601 | US TARGETED VLU |
| ISHARES TR | 83383 | 8537585 | 0-5 YR TIPS ETF |
| DIMENSIONAL ETF TRUST | 240175 | 7945015 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 152015 | 7082396 | US MKTWIDE VALUE |
| ISHARES TR | 57779 | 6165019 | SHRT NAT MUN ETF |
| ISHARES INC | 89404 | 6009764 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 24507 | 5190263 | SM CP VAL ETF |
| ISHARES TR | 42858 | 4873801 | SP SMCP600VL ETF |
| ISHARES TR | 12175 | 4709899 | RUSSELL 3000 ETF |
| ISHARES TR | 94072 | 4586025 | CORE 1 5 YR USD |
| VANGUARD INTL EQUITY INDEX F | 79115 | 4253236 | FTSE EMR MKT ETF |
| PIMCO ETF TR | 78868 | 4232057 | 1-5 US TIP IDX |
| VANGUARD MALVERN FDS | 85530 | 4230290 | STRM INFPROIDX |
| ISHARES TR | 7304 | 2727606 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 4655 | 2339835 | CL B NEW |
| VANGUARD SCOTTSDALE FDS | 42449 | 1998505 | MTG-BKD SECS ETF |
| VANGUARD TAX-MANAGED FDS | 30798 | 1923939 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 10254 | 1912371 | COM |
| APPLE INC | 6044 | 1643122 | COM |
| SCHWAB STRATEGIC TR | 33329 | 1506825 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 16813 | 1487792 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 29623 | 1478194 | INTERNATNAL VAL |
| MICROSOFT CORP | 3017 | 1459082 | COM |
| VANGUARD INDEX FDS | 3513 | 1177954 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 3674 | 1156478 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 3924 | 1138838 | MID CAP ETF |
| ISHARES TR | 4200 | 1033908 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 21519 | 1031836 | SHORT DURATION F |
| ISHARES TR | 4171 | 877328 | RUS 1000 VAL ETF |
| AMAZON COM INC | 3719 | 858420 | COM |
| VANGUARD SPECIALIZED FUNDS | 3760 | 826380 | DIV APP ETF |
| ISHARES TR | 8127 | 780443 | MSCI EAFE ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ALPHABET INC | 2183 | 683279 | CAP STK CL A |
| WISDOMTREE TR | 7456 | 656728 | US LARGECAP DIVD |
| VANGUARD INDEX FDS | 2541 | 655513 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 19334 | 630685 | US LCAP GR ETF |
| ALPHABET INC | 1831 | 574568 | CAP STK CL C |
| META PLATFORMS INC | 838 | 553155 | CL A |
| BROADCOM INC | 1465 | 507037 | COM |
| DBX ETF TR | 10469 | 503664 | XTRACK MSCI EAFE |
| AMERICAN CENTY ETF TR | 5120 | 481126 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 11164 | 475140 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 4044 | 452038 | US EQT ETF |
| JPMORGAN CHASE & CO. | 1374 | 442730 | COM |
| ISHARES TR | 2440 | 442152 | RUS 2000 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 2988 | 421456 | TT WRLD ST ETF |
| DIMENSIONAL ETF TRUST | 12109 | 398265 | US SMALL CAP VAL |
| ISHARES TR | 4065 | 391375 | RUS MID CAP ETF |
| SCHWAB STRATEGIC TR | 14938 | 359110 | INTL EQTY ETF |
| ELI LILLY & CO | 325 | 349271 | COM |
| AMERICAN CENTY ETF TR | 4523 | 342708 | US LARGE CAP VLU |
| INVESCO QQQ TR | 551 | 338533 | UNIT SER 1 |
| SPDR INDEX SHS FDS | 5015 | 331747 | MSCI EMRG MKTS |
| ISHARES TR | 3306 | 312035 | MORNINGSTR US EQ |
| VANGUARD SCOTTSDALE FDS | 3616 | 302819 | INT-TERM CORP |
| WALMART INC | 2204 | 245548 | COM |
| SCHWAB STRATEGIC TR | 8275 | 245016 | US LCAP VA ETF |
| VISA INC | 660 | 231469 | COM CL A |
| SPDR INDEX SHS FDS | 4828 | 225999 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 451 | 220243 | GROWTH ETF |
| ISHARES TR | 4007 | 215922 | ISHS 5-10YR INVT |
| AMERICAN CENTY ETF TR | 2766 | 213024 | AVANTIS EMGMKT |
| MASTERCARD INCORPORATED | 354 | 202092 | CL A |
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