Lutz Financial Services LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,470,354
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 102 | 1,470,354 | 13F-HR | Lutz Financial Services LLC |
| Q3 2025 | 11/10/2025 | 96 | 1,381,468 | 13F-HR | Lutz Financial Services LLC |
| Q2 2025 | 7/29/2025 | 97 | 1,287,916 | 13F-HR | Lutz Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 790.2 K | 53.7% | 53.74 K | 0 | 53.74 K |
| ETFs | 654.5 K | 44.5% | 34.01 K | 0 | 34.01 K |
| Debt | 21.12 K | 1.4% | 1.039 K | 0 | 1.039 K |
| Other | 4.586 K | 0.3% | 102 | 0 | 102 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
1,470,354
Holdings
102
QoQ value change ($000)
88,886
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.