Notify me when Lutz Financial Services LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 102 | $1,470,354,470 | +$77,195,042 | -$6,736,166 | +$70,458,876 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 05 Feb 2026, 18:14 |
| Q3 2025 | 96 | $1,381,467,776 | +$37,743,761 | -$5,669,929 | +$32,073,832 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 10 Nov 2025, 16:47 |
| Q2 2025 | 97 | $1,287,916,176 | +$36,652,531 | -$19,574,146 | +$17,078,385 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 29 Jul 2025, 13:16 |
| Q1 2025 | 95 | $1,221,253,124 | +$19,039,734 | -$13,055,158 | +$5,984,576 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 07 May 2025, 15:23 |
| Q4 2024 | 92 | $1,237,009,495 | +$75,087,561 | -$5,932,427 | +$69,155,134 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 03 Feb 2025, 19:59 |
| Q3 2024 | 87 | $1,232,046,561 | +$22,775,510 | -$4,980,816 | +$17,794,694 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 29 Oct 2024, 19:15 |
| Q2 2024 | 87 | $1,147,856,539 | +$24,335,311 | -$11,923,073 | +$12,412,238 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 29 Jul 2024, 11:25 |
| Q1 2024 | 86 | $1,144,917,332 | +$107,333,276 | -$10,140,812 | +$97,192,464 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 03 May 2024, 15:21 |
| Q4 2023 | 84 | $1,065,950,804 | +$86,451,586 | -$24,059,064 | +$62,392,522 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 07 Feb 2024, 18:17 |
| Q3 2023 | 81 | $918,221,115 | +$39,475,189 | -$15,839,674 | +$23,635,515 | VOO, SPYV, BND, IJH, VTEB | 13F-HR | 03 Nov 2023, 16:39 |
| Q2 2023 | 81 | $929,747,836 | +$35,042,792 | -$9,806,629 | +$25,236,163 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 07 Aug 2023, 14:18 |
| Q1 2023 | 76 | $876,254,890 | +$52,018,771 | -$14,000,027 | +$38,018,744 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 01 May 2023, 17:54 |
| Q4 2022 | 75 | $814,178,243 | +$83,524,754 | -$49,478,141 | +$34,046,613 | VOO, SPYV, IJH, BND, VTEB | 13F-HR | 06 Feb 2023, 18:45 |
| Q3 2022 | 71 | $731,943,000 | +$41,528,561 | -$26,405,436 | +$15,123,125 | VOO, SPYV, IJH, BND, SUB | 13F-HR | 21 Oct 2022, 21:56 |
| Q2 2022 | 67 | $754,011,000 | +$87,075,159 | -$56,268,488 | +$30,806,671 | SPYV, VOO, IJH, SUB, SCHP | 13F-HR | 20 Jul 2022, 14:59 |
| Q1 2022 | 60 | $811,051,000 | +$43,480,553 | -$10,851,793 | +$32,628,760 | VOO, SPYV, IJH, BND, SCHP | 13F-HR | 25 Apr 2022, 12:27 |
| Q4 2021 | 64 | $814,228,000 | +$21,805,925 | -$14,712,531 | +$7,093,394 | VOO, SPYV, BND, IJH, SCHP | 13F-HR | 19 Jan 2022, 16:23 |
| Q3 2021 | 63 | $769,773,000 | +$31,511,792 | -$4,870,981 | +$26,640,811 | VOO, SPYV, BND, IJH, SCHP | 13F-HR | 27 Oct 2021, 11:55 |
| Q2 2021 | 62 | $751,118,000 | +$56,492,309 | -$7,383,391 | +$49,108,918 | SPYV, VOO, BND, IJH, SCHP | 13F-HR | 26 Jul 2021, 12:27 |
| Q1 2021 | 57 | $675,950,000 | +$36,136,708 | -$8,986,425 | +$27,150,283 | SPYV, VOO, BND, IJH, SCHP | 13F-HR | 27 Apr 2021, 10:30 |
| Q4 2020 | 56 | $608,941,000 | +$50,468,627 | -$10,860,729 | +$39,607,898 | BND, SPYV, VOO, IJH, SCHP | 13F-HR | 11 Feb 2021, 18:47 |
| Q3 2020 | 58 | $518,868,000 | +$19,668,604 | -$8,280,530 | +$11,388,074 | BND, SPYV, VOO, IJH, SPY | 13F-HR | 05 Nov 2020, 14:00 |
| Q2 2020 | 57 | $490,669,000 | +$44,735,093 | -$59,327,263 | -$14,592,170 | BND, SPYV, VOO, IJH, SPY | 13F-HR | 28 Jul 2020, 14:30 |
| Q1 2020 | 61 | $449,976,000 | +$65,871,220 | -$79,804,382 | -$13,933,162 | BND, SPYV, VOO, SPY, BSV | 13F-HR | 27 Apr 2020, 13:38 |
| Q4 2019 | 66 | $563,041,000 | +$28,758,331 | -$12,775,462 | +$15,982,869 | BND, IJH, SPYV, VOO, SPY | 13F-HR | 03 Feb 2020, 14:58 |
| Q3 2019 | 66 | $521,775,000 | +$28,400,305 | -$22,101,863 | +$6,298,442 | BND, IJH, SPYV, BSV, SPY | 13F-HR | 31 Oct 2019, 15:50 |
| Q2 2019 | 65 | $511,048,000 | +$30,828,966 | -$21,566,511 | +$9,262,455 | IJH, BND, BSV, SPYV, SPY | 13F-HR | 13 Aug 2019, 16:17 |
| Q1 2019 | 61 | $490,414,000 | +$33,703,556 | -$31,460,352 | +$2,243,204 | BSV, IJH, BND, SPY, SPYV | 13F-HR | 06 May 2019, 13:52 |
| Q4 2018 | 63 | $448,003,000 | +$59,015,806 | -$18,965,914 | +$40,049,892 | BSV, BND, SPY, IJH, VOO | 13F-HR | 13 Feb 2019, 12:26 |
| Q3 2018 | 52 | $452,884,000 | +$94,918,885 | -$1,169,108 | +$93,749,777 | BSV, IJH, SPY, BND, VOO | 13F-HR | 13 Nov 2018, 13:22 |
| Q2 2018 | 42 | $350,983,000 | +$13,755,898 | -$6,461,543 | +$7,294,355 | IJH, BSV, BND, VOO, SPY | 13F-HR | 14 Aug 2018, 17:43 |
| Q1 2018 | 43 | $338,832,000 | +$17,723,480 | -$14,675,806 | +$3,047,674 | IJH, BSV, BND, VOO, SPY | 13F-HR | 17 Apr 2018, 16:53 |
| Q4 2017 | 48 | $342,874,000 | $0 | $0 | $0 | IJH, BSV, BND, VOO, SPY | 13F-HR | 16 Apr 2018, 18:23 |