2026 Q1 Portfolio Activity
In 2026 Q1, Lutz Financial Services LLC maintained a portfolio of 102 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 5.0%.
Position History
hover any row below to update
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Total Positions
102
Quarter
2026 Q1
Top Holding
VOO (10.1%)
Top 10 Concentration
59.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 102
Lutz Financial Services LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 10.12% | 10.81% |
#1
Prev: #1
|
6.5 |
—
|
-1,499 | -0.6% |
P
S
|
252,037 | $150,605,249 |
$299.03
+129.3%
|
2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 9.26% | 9.23% |
#2
Prev: #2
|
5.7 |
—
|
46,773 | 2.0% |
P
S
|
2,434,676 | $137,753,969 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJH
ISHARES TR
|
ETF | 7.25% | 7.08% |
#3
Prev: #3
|
4.4 |
—
|
20,076 | 1.3% |
P
S
|
1,598,474 | $107,944,964 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BND
VANGUARD BD IND...
|
ETF | 7.08% | 6.87% |
#4
Prev: #4
|
5.3 |
—
|
68,196 | 5.0% |
P
S
|
1,431,140 | $105,389,155 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 5.26% | 5.09% |
#5
Prev: #5
|
4.6 |
—
|
82,868 | 5.6% |
P
S
|
1,569,663 | $78,310,522 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 4.61% | 4.51% |
#6
Prev: #6
|
2.3 |
—
|
22,421 | 2.9% |
P
S
|
805,859 | $68,618,893 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 4.59% | 4.44% |
#7
Prev: #7
|
3.8 |
—
|
41,920 | 5.1% |
P
S
|
861,445 | $68,286,777 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 4.19% | 3.98% |
#8
Prev: #8
|
3.7 |
—
|
135,170 | 6.1% |
P
S
|
2,341,905 | $62,318,101 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MBB
ISHARES TR
|
ETF | 4.03% | 3.87% |
#9
Prev: #9
|
3.6 |
—
|
34,269 | 5.7% |
P
S
|
631,850 | $59,994,222 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.89% | 3.10% |
#10
Prev: #10
|
1.7 |
—
|
-669 | -1.0% |
P
S
|
66,202 | $43,053,700 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MUB
ISHARES TR
|
ETF | 2.52% | 2.56% |
#11
Prev: #11
|
1.5 |
—
|
1,865 | 0.5% |
P
S
|
353,163 | $37,488,312 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.40% | 2.42% |
#12
Prev: #12
|
1.5 |
—
|
22,665 | 2.5% |
P
S
|
919,611 | $35,736,071 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.89% | 1.85% |
#13
Prev: #13
|
1.3 |
—
|
-661 | -0.1% |
P
S
|
790,627 | $28,090,996 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IGSB
ISHARES TR
|
ETF | 1.68% | 1.75% |
#14
Prev: #14
|
1.2 |
—
|
-11,586 | -2.4% |
P
S
|
475,169 | $24,974,918 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJR
ISHARES TR
|
ETF | 1.60% | 1.56% |
#15
Prev: #15
|
1.1 |
—
|
816 | 0.4% |
P
S
|
191,849 | $23,848,761 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.54% | 1.33% |
#16
5
Prev: #21
|
3.1 |
—
|
162,464 | 22.3% |
P
S
|
890,800 | $22,840,115 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVE
ISHARES TR
|
ETF | 1.50% | 1.54% |
#17
1
Prev: #16
|
1.1 |
—
|
-1,489 | -1.4% |
P
S
|
105,481 | $22,272,238 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.43% | 1.45% |
#18
Prev: #18
|
1.1 |
—
|
15,786 | 2.8% |
P
S
|
578,161 | $21,253,211 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.41% | 1.37% |
#19
1
Prev: #20
|
1.1 |
—
|
8,061 | 1.2% |
P
S
|
678,368 | $21,002,299 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AGG
ISHARES TR
|
ETF | 1.40% | 1.49% |
#20
3
Prev: #17
|
1.1 |
—
|
-10,744 | -4.9% |
P
S
|
209,147 | $20,762,114 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.39% | 1.44% |
#21
2
Prev: #19
|
1.1 |
—
|
-4,017 | -1.5% |
P
S
|
264,007 | $20,700,757 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.14% | 1.12% |
#22
Prev: #22
|
1.0 |
—
|
1,620 | 0.7% |
P
S
|
238,821 | $16,987,360 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.12% | 1.06% |
#23
3
Prev: #26
|
0.9 |
—
|
3,031 | 3.7% |
P
S
|
84,821 | $16,642,045 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.11% | 1.08% |
#24
Prev: #24
|
0.9 |
—
|
250 | 0.3% |
P
S
|
89,711 | $16,532,045 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJJ
ISHARES TR
|
ETF | 1.06% | 1.07% |
#25
Prev: #25
|
0.9 |
—
|
-1,226 | -1.0% |
P
S
|
118,830 | $15,745,014 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 1.04% | 1.12% |
#26
3
Prev: #23
|
0.9 |
—
|
-192 | -0.8% |
P
S
|
23,774 | $15,529,416 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QUAL
ISHARES TR
|
ETF | 1.04% | 1.04% |
#27
Prev: #27
|
0.9 |
—
|
3,605 | 4.7% |
P
S
|
80,906 | $15,518,650 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 0.99% | 1.03% |
#28
Prev: #28
|
0.9 |
—
|
-1,841 | -2.5% |
P
S
|
72,295 | $14,732,903 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TIP
ISHARES TR
|
ETF | 0.97% | 1.00% |
#29
Prev: #29
|
0.9 |
—
|
-2,667 | -2.0% |
P
S
|
130,532 | $14,405,601 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.88% | 0.89% |
#30
Prev: #30
|
0.9 |
—
|
-4,981 | -3.5% |
P
S
|
138,450 | $13,094,628 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.88% | 0.79% |
#31
2
Prev: #33
|
0.9 |
—
|
3,868 | 3.4% |
P
S
|
118,445 | $13,084,709 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.84% | 0.86% |
#32
1
Prev: #31
|
0.8 |
—
|
-6,637 | -4.3% |
P
S
|
147,685 | $12,529,595 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVOV
VANGUARD ADMIRA...
|
ETF | 0.79% | 0.80% |
#33
1
Prev: #32
|
0.8 |
—
|
-1,654 | -1.4% |
P
S
|
114,826 | $11,706,464 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.77% | 0.79% |
#34
Prev: #34
|
0.8 |
—
|
-12,085 | -3.0% |
P
S
|
396,280 | $11,523,828 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IUSV
ISHARES TR
|
ETF | 0.77% | 0.78% |
#35
Prev: #35
|
0.8 |
—
|
-773 | -0.7% |
P
S
|
111,571 | $11,408,152 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.75% | 0.76% |
#36
Prev: #36
|
0.8 |
—
|
-383 | -2.1% |
P
S
|
18,190 | $11,219,086 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.63% | 0.62% |
#37
Prev: #37
|
0.8 |
—
|
-2,780 | -1.8% |
P
S
|
149,514 | $9,337,150 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
STIP
ISHARES TR
|
ETF | 0.62% | 0.58% |
#38
Prev: #38
|
2.2 |
—
|
6,019 | 7.2% |
P
S
|
89,402 | $9,246,849 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.57% | 0.54% |
#39
Prev: #39
|
0.7 |
—
|
5,501 | 2.3% |
P
S
|
245,676 | $8,488,131 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.49% | 0.48% |
#40
Prev: #40
|
0.7 |
—
|
-1,457 | -1.0% |
P
S
|
150,558 | $7,296,018 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEMG
ISHARES INC
|
ETF | 0.42% | 0.41% |
#41
1
Prev: #42
|
0.7 |
—
|
-465 | -0.5% |
P
S
|
88,939 | $6,203,523 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SUB
ISHARES TR
|
ETF | 0.41% | 0.42% |
#42
1
Prev: #41
|
0.7 |
—
|
-438 | -0.8% |
P
S
|
57,341 | $6,106,817 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.35% | 0.35% |
#43
Prev: #43
|
0.6 |
—
|
-474 | -1.9% |
P
S
|
24,033 | $5,221,124 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJS
ISHARES TR
|
ETF | 0.34% | 0.33% |
#44
Prev: #44
|
0.6 |
—
|
-527 | -1.2% |
P
S
|
42,331 | $5,014,106 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ISTB
ISHARES TR
|
ETF | 0.31% | 0.31% |
#45
1
Prev: #46
|
0.6 |
—
|
833 | 0.9% |
P
S
|
94,905 | $4,599,111 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IWV
ISHARES TR
|
ETF | 0.30% | 0.32% |
#46
1
Prev: #45
|
0.6 |
—
|
-321 | -2.6% |
P
S
|
11,854 | $4,394,041 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.28% | 0.29% |
#47
Prev: #47
|
0.6 |
—
|
-1,285 | -1.6% |
P
S
|
77,830 | $4,206,725 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
STPZ
PIMCO ETF TR
|
ETF | 0.28% | 0.29% |
#48
Prev: #48
|
0.6 |
—
|
-2,284 | -2.9% |
P
S
|
76,584 | $4,143,700 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.25% | 0.29% |
#49
Prev: #49
|
0.6 |
—
|
-9,910 | -11.6% |
P
S
|
75,620 | $3,777,221 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IWB
ISHARES TR
|
ETF | 0.17% | 0.19% |
#50
Prev: #50
|
0.6 |
—
|
-148 | -2.0% |
P
S
|
7,156 | $2,551,543 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 102 holdings