Lutz Financial Services LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,487,908
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 100 | 1,487,908 | 13F-HR | Lutz Financial Services LLC |
| 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 | 10.24 K | 0.7% | 0 | 779.9 K | -779.9 K |
| ETFs | 1.457 M | 97.9% | 802.5 K | 0 | 802.5 K |
| Debt | 20.7 K | 1.4% | 0 | 422 | -422 |
| Other | 0 | 0.0% | 0 | 4.586 K | -4.586 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
1,487,908
Holdings
100
QoQ value change ($000)
17,554
(1.2%)
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.