Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lutz Financial Services LLC (CIK 1737112) reported $1.49B across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($150.6M, 10.12%), SPYV ($137.8M, 9.26%), IJH ($107.9M, 7.25%), BND ($105.4M, 7.08%), VTEB ($78.3M, 5.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $150.6M | 10.12% | 252,037 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $137.8M | 9.26% | 2.4M | Added |
| 3 | IJH | ISHARES TR | $107.9M | 7.25% | 1.6M | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $105.4M | 7.08% | 1.4M | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $78.3M | 5.26% | 1.6M | Added |
| 6 | MDYV | SPDR SERIES TRUST | $68.6M | 4.61% | 805,859 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $68.3M | 4.59% | 861,445 | Added |
| 8 | SCHP | SCHWAB STRATEGIC TR | $62.3M | 4.19% | 2.3M | Added |
| 9 | MBB | ISHARES TR | $60.0M | 4.03% | 631,850 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $43.1M | 2.89% | 66,202 | Trimmed |
| 11 | MUB | ISHARES TR | $37.5M | 2.52% | 353,163 | Added |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $35.7M | 2.40% | 919,611 | Added |
| 13 | DFIC | DIMENSIONAL ETF TRUST | $28.1M | 1.89% | 790,627 | Trimmed |
| 14 | IGSB | ISHARES TR | $25.0M | 1.68% | 475,169 | Trimmed |
| 15 | IJR | ISHARES TR | $23.8M | 1.60% | 191,849 | Added |
| 16 | SCHX | SCHWAB STRATEGIC TR | $22.8M | 1.54% | 890,800 | Added |
| 17 | IVE | ISHARES TR | $22.3M | 1.50% | 105,481 | Trimmed |
| 18 | DUHP | DIMENSIONAL ETF TRUST | $21.3M | 1.43% | 578,161 | Added |
| 19 | SCHM | SCHWAB STRATEGIC TR | $21.0M | 1.41% | 678,368 | Added |
| 20 | AGG | ISHARES TR | $20.8M | 1.40% | 209,147 | Trimmed |
| 21 | BSV | VANGUARD BD INDEX FDS | $20.7M | 1.39% | 264,007 | Trimmed |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $17.0M | 1.14% | 238,821 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $16.6M | 1.12% | 84,821 | Added |
| 24 | VOE | VANGUARD INDEX FDS | $16.5M | 1.11% | 89,711 | Added |
| 25 | IJJ | ISHARES TR | $15.7M | 1.06% | 118,830 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31