Lutz Financial Services LLC ETF holdings
Omaha, NE
Reported $1.6B in 89 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.6B
ETFs held
89
Change from prior quarter
+10.2%
With price moves
ETFs as a share of its 13F
99.2%
of $1.6B
Top 10 of 89 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $176.0M | 256,299 | +4,262 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $151.8M | 2,496,836 | +62,160 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $124.6M | 1,615,391 | +16,917 shares |
| BND | Vanguard Total Bond Market ETF | $108.5M | 1,478,462 | +47,322 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $84.2M | 1,663,916 | +94,253 shares |
| MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | $78.7M | 829,586 | +23,727 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $71.3M | 901,823 | +40,378 shares |
| SCHP | Schwab U.S. TIPS ETF | $64.8M | 2,445,014 | +103,109 shares |
| MBB | iShares MBS ETF | $62.2M | 658,034 | +26,184 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $49.2M | 65,867 | −335 shares |
79 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001737112. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lutz Financial Services LLC own?
Lutz Financial Services LLC reported 89 ETF positions worth $1.6B in its Form 13F for June 30, 2026. The largest was VOO, at $176.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.