Lutz Financial Services LLC - Q42025 Holdings

Lutz Financial Services LLC holds 102 stocks with a total portfolio value of $ 1.47B as of Q42025. In Q42025, Lutz Financial Services LLC added 7 new positions, increased stakes in 44 stocks, reduced 38 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 10.81% of the total portfolio.