Lutz Financial Services LLC Portfolio Holdings

Lutz Financial Services LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $132M, Spdr Portfolio S&P 500 Value E with a value of $117M, Ishares Core S&P Mid Cap ETF with a value of $90.2M, Vanguard Bd Index Fd Inc Total with a value of $81.2M, and Vanguard Mun Bd Fds Tax Exempt with a value of $68.5M.

Examining the 13F form we can see an increase of $83.8M in the current position value, from $1.15B to 1.23B.

Below you can find more details about Lutz Financial Services LLC portfolio as well as his latest detailed transactions.