Lutz Financial Services LLC Portfolio Holdings
Q3 2025•96 long positions•$1.4B portfolio value
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Holding99 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $151.2M 10.95% | +$2.0M Bought | — 246.9K shares | 243.7K → 246.9K +$2.0M | +1.32% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $125.4M 9.08% | +$3.3M Bought | — 2.3M shares | 2.2M → 2.3M +$3.3M | +2.7% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $97.1M 7.03% | +$2.0M Bought | — 1.5M shares | 1.5M → 1.5M +$2.0M | +2.1% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $94.1M 6.81% | +$5.7M Bought | — 1.3M shares | 1.2M → 1.3M +$5.7M | +6.43% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $66.9M 4.84% | +$3.8M Bought | — 1.3M shares | 1.3M → 1.3M +$3.8M | +6.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $60.6M 4.38% | +$2.1M Bought | — 726.2K shares | 701.2K → 726.2K +$2.1M | +3.56% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $59.6M 4.31% | +$4.5M Bought | — 745.7K shares | 689.3K → 745.7K +$4.5M | +8.19% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $53.6M 3.88% | +$3.8M Bought | — 2.0M shares | 1.9M → 2.0M +$3.8M | +7.55% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $51.3M 3.71% | +$4.6M Bought | — 539.0K shares | 490.4K → 539.0K +$4.6M | +9.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.4M 3.36% | -$658.2K Sold | — 69.7K shares | 70.7K → 69.7K −$658.2K | -1.4% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $36.1M 2.61% | -$549.1K Sold | — 338.9K shares | 344.0K → 338.9K −$549.1K | -1.5% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $32.3M 2.34% | +$600.6K Bought | — 836.5K shares | 820.9K → 836.5K +$600.6K | +1.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.5M 1.84% | +$154.8K Bought | — 480.3K shares | 477.4K → 480.3K +$154.8K | +0.61% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $24.8M 1.79% | +$510.3K Bought | — 755.3K shares | 739.8K → 755.3K +$510.3K | +2.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.7M 1.64% | -$161.7K Sold | — 109.9K shares | 110.7K → 109.9K −$161.7K | -0.71% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.4M 1.55% | +$198.4K Bought | — 179.9K shares | 178.2K → 179.9K +$198.4K | +0.94% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.1M 1.53% | -$467.9K Sold | — 210.9K shares | 215.6K → 210.9K −$467.9K | -2.17% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $20.1M 1.45% | +$948.5K Bought | — 254.5K shares | 242.5K → 254.5K +$948.5K | +4.96% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $20.0M 1.45% | -$404.9K Sold | — 675.0K shares | 688.6K → 675.0K −$404.9K | -1.98% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $19.4M 1.41% | +$1.0M Bought | — 514.3K shares | 487.7K → 514.3K +$1.0M | +5.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.4M 1.4% | -$36.3K Sold | — 736.2K shares | 737.5K → 736.2K −$36.3K | -0.19% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $15.9M 1.15% | -$178.5K Sold | — 232.5K shares | 235.1K → 232.5K −$178.5K | -1.11% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $15.9M 1.15% | -$151.3K Sold | — 23.7K shares | 24.0K → 23.7K −$151.3K | -0.94% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.6M 1.13% | -$213.0K Sold | — 89.4K shares | 90.6K → 89.4K −$213.0K | -1.35% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $15.6M 1.13% | -$53.1K Sold | — 120.2K shares | 120.6K → 120.2K −$53.1K | -0.34% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.4M 1.11% | +$47.9K Bought | — 82.5K shares | 82.2K → 82.5K +$47.9K | +0.31% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.9M 1.08% | -$134.2K Sold | — 74.8K shares | 75.5K → 74.8K −$134.2K | -0.89% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.9M 1.08% | -$103.3K Sold | — 133.9K shares | 134.8K → 133.9K −$103.3K | -0.69% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.2M 1.03% | -$145.7K Sold | — 73.1K shares | 73.9K → 73.1K −$145.7K | -1.01% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $12.8M 0.926% | -$276.9K Sold | — 144.4K shares | 147.5K → 144.4K −$276.9K | -2.12% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.3M 0.89% | -$185.2K Sold | — 155.9K shares | 158.2K → 155.9K −$185.2K | -1.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.9M 0.859% | -$165.8K Sold | — 117.7K shares | 119.4K → 117.7K −$165.8K | -1.38% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $11.5M 0.834% | -$93.0K Sold | — 412.8K shares | 416.2K → 412.8K −$93.0K | -0.8% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.3M 0.82% | -$14.9K Sold | — 113.3K shares | 113.4K → 113.3K −$14.9K | -0.13% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.2M 0.813% | -$152.0K Sold | — 18.9K shares | 19.1K → 18.9K −$152.0K | -1.33% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.8M 0.71% | +$556.4K Bought | — 98.5K shares | 92.9K → 98.5K +$556.4K | +6.02% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.1M 0.587% | -$129.5K Sold | — 139.4K shares | 141.6K → 139.4K −$129.5K | -1.57% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $7.9M 0.571% | +$680.4K Bought | — 76.4K shares | 69.8K → 76.4K +$680.4K | +9.43% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.3M 0.53% | +$239.1K Bought | — 228.4K shares | 221.0K → 228.4K +$239.1K | +3.37% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.0M 0.508% | -$1.3K Sold | — 65.8K shares | 65.8K → 65.8K −$1.3K | -0.02% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.7M 0.414% | -$121.6K Sold | — 128.0K shares | 130.7K → 128.0K −$121.6K | -2.08% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.7M 0.409% | -$80.0K Sold | — 85.8K shares | 87.0K → 85.8K −$80.0K | -1.4% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.1M 0.37% | -$36.9K Sold | — 24.5K shares | 24.7K → 24.5K −$36.9K | -0.72% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $4.8M 0.351% | -$11.3K Sold | — 43.8K shares | 43.9K → 43.8K −$11.3K | -0.23% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.8M 0.347% | -$219.4K Sold | — 12.7K shares | 13.2K → 12.7K −$219.4K | -4.37% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.6M 0.336% | — | — 85.6K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.5M 0.325% | +$61.0K Bought | — 91.8K shares | 90.6K → 91.8K +$61.0K | +1.38% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.3M 0.314% | -$19.7K Sold | — 85.5K shares | 85.9K → 85.5K −$19.7K | -0.45% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.3M 0.309% | -$68.6K Sold | — 78.8K shares | 80.0K → 78.8K −$68.6K | -1.58% | — — | Q3 2019 Held for 6y 2m | |
Insurance - Diversified Financial Services | $2.4M 0.171% | +$114.1K Bought | 0.0% 4.7K shares | 4.5K → 4.7K +$114.1K | +5.09% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m |
