Lutz Financial Services LLC

CIK

1737112

Location

OMAHA, NE

Portfolio Value

Micro $62,930,424

Diversification

Highly concentrated

Filing Date

Global Rank

#6,169 / 8,232 ▲ 138

Top Industry

Semiconductors 26.6%

3Y Alpha vs SPY

-0.9%

Period ended 2 months ago

Filed May 4, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.4%

SPY

+76.3%

Annualised alpha

-0.9%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

68.4%

+1.9 pts

Top 5

93.4%

+1.9 pts

Top 10

97.9%

+0.5 pts

HHI

5,021

Highly concentrated+297

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.7%	$54,583,772	3
Technology	7.8%	$4,901,815	4
Communication Services	1.7%	$1,070,232	2
Financial Services	1.7%	$1,063,744	2
Consumer Cyclical	1.1%	$719,156	1
Healthcare	0.5%	$314,561	1
Consumer Defensive	0.4%	$277,144	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+83	3,100	$1,147,527
JPM	Jpmorgan Chase & Co	+43	1,417	$416,824
NVDA	Nvidia Corp	+31	10,285	$1,793,704
WMT	Walmart Inc.	+26	2,230	$277,144
LLY	ELI LILLY & Co	+17	342	$314,561
AAPL	Apple Inc.	+8	6,052	$1,535,937
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−3,305	1,350	$646,920
SPY	Spdr S&P 500 ETF Trust	−669	66,202	$43,053,808
MDY	Spdr S&P Midcap 400 ETF Trust	−383	18,190	$11,218,864
AMZN	Amazon Com Inc	−266	3,453	$719,156
AVGO	Broadcom Inc.	−93	1,372	$424,647
META	Meta Platforms, Inc.	−47	791	$452,554
GOOGL	Alphabet Inc.	−35	2,148	$617,678
QQQ	Invesco Qqq Trust, Series 1	−12	539	$311,100
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
V	Visa Inc.	660	$231,468
MA	Mastercard Inc	354	$202,091
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $62,930,424 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	66,202	-669	$43,053,808	−5.6%	68.41%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	18,190	-383	$11,218,864	+0.1%	17.83%
NVDA	Nvidia Corp Technology	Added	10,285	+31	$1,793,704	−6.2%	2.85%
AAPL	Apple Inc. Technology	Added	6,052	+8	$1,535,937	−6.5%	2.44%
MSFT	Microsoft Corp Technology	Added	3,100	+83	$1,147,527	−21.4%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,453	-266	$719,156	−16.2%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,350	-3,305	$646,920	−72.4%	1.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,148	-35	$617,678	−9.6%	0.98%
META	Meta Platforms, Inc. Communication Services	Reduced	791	-47	$452,554	−18.2%	0.72%
AVGO	Broadcom Inc. Technology	Reduced	1,372	-93	$424,647	−16.2%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,417	+43	$416,824	−5.9%	0.66%
LLY	ELI LILLY & Co Healthcare	Added	342	+17	$314,561	−9.9%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Reduced	539	-12	$311,100	−8.1%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	2,230	+26	$277,144	+12.9%	0.44%