Lutz Financial Services LLC Reduced Holdings in Q3 2025

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.67K
- 2.17%
$97.75 - $100.75 $456K - $470K
211K $21.1M
IEMG
Ishares Inc

ETFs
-1.21K
- 1.4%
N/A
85.8K $4.6M
LLY
Eli Lilly & CO

Healthcare
-23
- 7.14%
$625.65 - $812.69 $14.4K - $18.7K
299 $228K
V
Visa Inc.

Financial Services
-4
- 0.53%
$332.09 - $358.86 $1.33K - $1.44K
750 $256K
MA
Mastercard Inc

Financial Services
-7
- 1.73%
$550.18 - $598.96 $3.85K - $4.19K
397 $225K
AMZN
Amazon Com Inc

Consumer Cyclical
-3
- 0.09%
$211.65 - $238.24 $635 - $715
3.36K $737K
VCIT
Vanguard Intermediate Term Cor

ETFs
-11
- 0.27%
$81.75 - $84.54 $899 - $930
4.12K $346K
IWN
Ishares Russell2000 Val ETF

ETFs
-239
- 8.89%
$157.1 - $178.94 $37.5K - $42.8K
2.45K $432K
WMT
Walmart Inc.

Consumer Defensive
-30
- 1.21%
$94.4 - $104.27 $2.83K - $3.13K
2.45K $252K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-389
- 0.45%
$49.78 - $50.75 $19.4K - $19.7K
85.5K $4.33M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3
- 0.07%
$92.26 - $97.51 $277 - $293
4.07K $392K
VT
Vanguard Total World Stk Index

ETFs
-84
- 2.65%
$128.41 - $138.03 $10.8K - $11.6K
3.08K $424K
AVUS
American Centy ETF Tr Avantis

ETFs
-23
- 0.6%
$101.2 - $109.16 $2.33K - $2.51K
3.78K $410K
SUB
Ishares Short Term National Mu

ETFs
-12
- 0.02%
$106.17 - $107.3 $1.27K - $1.29K
65.8K $7.02M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2
- 0.02%
$29.2 - $32.74 $58.4 - $65.5
11.8K $376K
JPM
Jpmorgan Chase & CO

Financial Services
-9
- 0.58%
$282.78 - $316.06 $2.55K - $2.84K
1.53K $483K
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 0.05%
$88.47 - $93.24 $796 - $839
16.8K $1.54M
MSFT
Microsoft Corp

Technology
-45
- 1.42%
$491.09 - $535.64 $22.1K - $24.1K
3.12K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
-827
- 2.62%
$56.02 - $60.3 $46.3K - $49.9K
30.8K $1.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
-929
- 0.69%
$109.11 - $111.88 $101K - $104K
134K $14.9M
MUB
Ishares National Muni Bond ETF

ETFs
-5.16K
- 1.5%
$103.24 - $106.68 $532K - $550K
339K $36.1M
IWV
Ishares Russell 3000 ETF

ETFs
-579
- 4.37%
$351.04 - $379.81 $203K - $220K
12.7K $4.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.72K
- 2.08%
$41.91 - $44.87 $114K - $122K
128K $5.72M
NVDA
Nvidia Corp

Technology
-46
- 0.43%
$153.3 - $186.58 $7.05K - $8.58K
10.6K $1.98M
VBR
Vanguard Small Cap Value ETF

ETFs
-177
- 0.72%
$195.41 - $212.37 $34.6K - $37.6K
24.5K $5.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.27K
- 1.58%
$49.43 - $54.52 $62.6K - $69K
78.8K $4.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-255
- 1.33%
$567.09 - $607.37 $145K - $155K
18.9K $11.2M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-1.65K
- 1.38%
$94.73 - $102.36 $156K - $168K
118K $11.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.22K
- 1.57%
$53.36 - $59.69 $119K - $133K
139K $8.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-102
- 0.23%
$98.99 - $112.2 $10.1K - $11.4K
43.8K $4.85M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.35K
- 1.48%
$73.24 - $79.04 $172K - $186K
156K $12.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-149
- 0.13%
$94.17 - $99.95 $14K - $14.9K
113K $11.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-673
- 0.89%
$187.97 - $199.47 $127K - $134K
74.8K $14.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-409
- 0.34%
$122.57 - $132.57 $50.1K - $54.2K
120K $15.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-13.7K
- 1.98%
$28.15 - $30.13 $385K - $412K
675K $20M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.22K
- 1.35%
$164.63 - $174.58 $201K - $213K
89.4K $15.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-749
- 1.01%
$182.33 - $194.5 $137K - $146K
73.1K $14.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.61K
- 1.11%
$63.41 - $69.69 $165K - $182K
232K $15.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.33K
- 0.8%
$25.29 - $28.33 $84.3K - $94.5K
413K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-226
- 0.94%
$620.67 - $670.08 $140K - $151K
23.7K $15.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.12K
- 2.12%
$79.39 - $90.39 $248K - $282K
144K $12.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-783
- 0.71%
$194.44 - $206.51 $152K - $162K
110K $22.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.38K
- 0.19%
$24.46 - $26.5 $33.7K - $36.5K
736K $19.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-988
- 1.4%
$617.65 - $666.84 $610K - $659K
69.7K $46.4M
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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