Lutz Financial Services LLC

13F filer · CIK 0001737112

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$1.64BU.S. long equity reported on 13F

Positions2910 new · 0 closed

Net flow last quarter+$3.24MBuys minus sells

Top 10 positions weight5.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202629 positions
SPYSPDR S&P 500 ETF Trust	$49.2M	3.00%	Not reported	-0.5%	Q4 2017
BSVNBank7 Corp.	$21.4M	1.30%	2.89%	+4.1%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$12.8M	0.78%	Not reported	-0.1%	Q4 2017
NVDANvidia Corp	$2.23M	0.14%	0.00%	+8.1%	Q2 2023
AAPLApple Inc.	$1.79M	0.11%	0.00%	+2.5%	Q3 2022
FNDFSchwab Strategic Trust	$1.66M	0.10%	Not reported	-0.7%	Q2 2020
MSFTMicrosoft Corp	$1.15M	0.07%	0.00%	-0.5%	Q3 2022
AMZNAmazon Com Inc	$873K	0.05%	0.00%	+6.1%	Q4 2017
BRK.ABerkshire Hathaway Inc	$749K	0.05%	Not reported	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$718K	0.04%	Not reported	+6.3%	Q4 2017
GOOGLAlphabet Inc.	$714K	0.04%	0.00%	-7.0%	Q3 2022
SPMDSupermedia Inc.	$626K	0.04%	Not reported	Not reported	Q4 2018
GOOGAlphabet Inc.	$599K	0.04%	Not reported	-3.7%	Q3 2022
MUMicron Technology Inc	$589K	0.04%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$531K	0.03%	0.00%	+2.6%	Q3 2023
METAMeta Platforms, Inc.	$517K	0.03%	Not reported	+16.1%	Q2 2023
JPMJPMorgan Chase & Co	$462K	0.03%	0.00%	-0.4%	Q4 2022
LLYELI LILLY & Co	$408K	0.02%	0.00%	-0.6%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$397K	0.02%	Not reported	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$257K	0.02%	0.00%	New	Q2 2026
WMTWalmart Inc.	$254K	0.02%	0.00%	+0.4%	Q3 2024
WDCWestern Digital Corp	$244K	0.01%	0.00%	New	Q2 2026
INTCIntel Corp	$238K	0.01%	0.00%	New	Q2 2026
TSLATesla, Inc.	$237K	0.01%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$236K	0.01%	0.00%	New	Q2 2026
CATCaterpillar Inc	$221K	0.01%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$218K	0.01%	0.00%	New	Q2 2026
VVisa Inc.	$218K	0.01%	0.00%	Not reported	Q4 2024
SNDKSandisk Corp	$216K	0.01%	0.00%	New	Q2 2026
Q1 2026Reported May 4, 202619 positions
SPYSPDR S&P 500 ETF Trust	$43.1M	2.89%	Not reported	-1.0%	Q4 2017
BSVNBank7 Corp.	$20.7M	1.39%	2.77%	-1.5%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$11.2M	0.75%	Not reported	-2.1%	Q4 2017
NVDANvidia Corp	$1.79M	0.12%	0.00%	+0.3%	Q2 2023
FNDFSchwab Strategic Trust	$1.55M	0.10%	Not reported	-4.9%	Q2 2020
AAPLApple Inc.	$1.54M	0.10%	0.00%	+0.1%	Q3 2022
MSFTMicrosoft Corp	$1.15M	0.08%	0.00%	+2.8%	Q3 2022
AMZNAmazon Com Inc	$719K	0.05%	0.00%	-7.2%	Q4 2017
BRK.ABerkshire Hathaway Inc	$718K	0.05%	Not reported	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$647K	0.04%	Not reported	-71.0%	Q4 2017
GOOGLAlphabet Inc.	$618K	0.04%	0.00%	-1.6%	Q3 2022
SPMDSupermedia Inc.	$549K	0.04%	Not reported	Not reported	Q4 2018
GOOGAlphabet Inc.	$505K	0.03%	Not reported	-3.9%	Q3 2022
METAMeta Platforms, Inc.	$453K	0.03%	Not reported	-5.6%	Q2 2023
AVGOBroadcom Inc.	$425K	0.03%	0.00%	-6.4%	Q3 2023
JPMJPMorgan Chase & Co	$417K	0.03%	0.00%	+3.1%	Q4 2022
LLYELI LILLY & Co	$315K	0.02%	0.00%	+5.2%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$311K	0.02%	Not reported	-2.2%	Q4 2024
WMTWalmart Inc.	$277K	0.02%	0.00%	+1.2%	Q3 2024
Q4 2025Reported Feb 6, 202621 positions
SPYSPDR S&P 500 ETF Trust	$45.6M	3.10%	Not reported	-4.1%	Q4 2017
BSVNBank7 Corp.	$21.1M	1.44%	2.83%	+5.3%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$11.2M	0.76%	Not reported	-1.5%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.34M	0.16%	Not reported	-0.7%	Q4 2017
NVDANvidia Corp	$1.91M	0.13%	0.00%	-3.5%	Q2 2023
AAPLApple Inc.	$1.64M	0.11%	0.00%	-14.6%	Q3 2022
FNDFSchwab Strategic Trust	$1.51M	0.10%	Not reported	-1.3%	Q2 2020
MSFTMicrosoft Corp	$1.46M	0.10%	0.00%	-3.3%	Q3 2022
AMZNAmazon Com Inc	$858K	0.06%	0.00%	+10.8%	Q4 2017
BRK.ABerkshire Hathaway Inc	$755K	0.05%	Not reported	Not reported	Q4 2017
GOOGLAlphabet Inc.	$683K	0.05%	0.00%	-18.7%	Q3 2022
GOOGAlphabet Inc.	$575K	0.04%	Not reported	-18.2%	Q3 2022
METAMeta Platforms, Inc.	$553K	0.04%	Not reported	+2.2%	Q2 2023
SPMDSupermedia Inc.	$536K	0.04%	Not reported	Not reported	Q4 2018
AVGOBroadcom Inc.	$507K	0.03%	0.00%	+10.3%	Q3 2023
JPMJPMorgan Chase & Co	$443K	0.03%	0.00%	-10.4%	Q4 2022
LLYELI LILLY & Co	$349K	0.02%	0.00%	+8.7%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$339K	0.02%	Not reported	+2.2%	Q4 2024
WMTWalmart Inc.	$246K	0.02%	0.00%	-9.9%	Q3 2024
VVisa Inc.	$231K	0.02%	0.00%	-12.0%	Q4 2024
MAMastercard Inc	$202K	0.01%	0.00%	-10.8%	Q4 2024
Q3 2025Reported Nov 10, 202522 positions
SPYSPDR S&P 500 ETF Trust	$46.4M	3.36%	Not reported	-1.4%	Q4 2017
BSVNBank7 Corp.	$20.1M	1.45%	2.69%	+5.0%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$11.2M	0.81%	Not reported	-1.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.36M	0.17%	Not reported	+5.1%	Q4 2017
NVDANvidia Corp	$1.98M	0.14%	0.00%	-0.4%	Q2 2023
AAPLApple Inc.	$1.8M	0.13%	0.00%	+6.4%	Q3 2022
MSFTMicrosoft Corp	$1.62M	0.12%	0.00%	-1.4%	Q3 2022
FNDFSchwab Strategic Trust	$1.45M	0.10%	Not reported	Not reported	Q2 2020
BRK.ABerkshire Hathaway Inc	$754K	0.05%	Not reported	Not reported	Q4 2017
AMZNAmazon Com Inc	$737K	0.05%	0.00%	-0.1%	Q4 2017
GOOGLAlphabet Inc.	$653K	0.05%	0.00%	+3.0%	Q3 2022
METAMeta Platforms, Inc.	$602K	0.04%	Not reported	+3.8%	Q2 2023
GOOGAlphabet Inc.	$545K	0.04%	Not reported	+3.5%	Q3 2022
SPMDSupermedia Inc.	$530K	0.04%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$484K	0.04%	0.00%	-0.6%	Q4 2022
AVGOBroadcom Inc.	$438K	0.03%	0.00%	+14.0%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$324K	0.02%	Not reported	Not reported	Q4 2024
VVisa Inc.	$256K	0.02%	0.00%	-0.5%	Q4 2024
WMTWalmart Inc.	$252K	0.02%	0.00%	-1.2%	Q3 2024
ORCLOracle Corp	$240K	0.02%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$228K	0.02%	0.00%	-7.1%	Q2 2023
MAMastercard Inc	$226K	0.02%	0.00%	-1.7%	Q4 2024

Premium opens every quarter this fund has filed