Lutz Financial Services LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,642,144
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 112 | 1,642,144 | 13F-HR | Lutz Financial Services LLC |
| 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 | 14.39 K | 0.9% | 4.148 K | 0 | 4.148 K |
| ETFs | 1.606 M | 97.8% | 149.4 K | 0 | 149.4 K |
| Debt | 21.42 K | 1.3% | 719 | 0 | 719 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,642,144
Holdings
112
QoQ value change ($000)
154,236
(10.4%)
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.