Lutz Financial Services LLC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$1,487,908
Net value change ($000)
+17,554 (1.2%)
New positions
0
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 4,436 4.4%
SCHP 3,862 6.6%
IJH 3,771 3.6%
VTEB 3,540 4.7%
SCHX 3,240 16.5%
MBB 3,092 5.4%
VCSH 2,946 4.5%
MDYV 2,301 3.5%
SPYV 2,097 1.5%
AVUV 1,400 12.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -8,395 -5.3%
SPY -2,547 -5.6%
BRK-B -1,693 -72.4%
AGG -1,201 -5.5%
IVV -886 -5.4%
IGSB -765 -3.0%
VOOV -454 -3.0%
VTIP -453 -10.7%
IVE -413 -1.8%
IWV -316 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type