Lutz Financial Services LLC - Q22026 Holdings
Lutz Financial Services LLC holds 112 stocks with a total portfolio value of $ 1.64B as of Q22026. In Q22026, Lutz Financial Services LLC added 12 new positions, increased stakes in 41 stocks, reduced 41 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VOO), representing 10.72% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options