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Lutz Financial Services LLC
Lutz Financial Services LLC is an Omaha, Nebraska-based investment adviser firm founded in 2011. The firm provides financial planning, investment advisory services, and retirement plan management primarily to individuals (including high net worth), pension and profit sharing plans, and some businesses. As of June 2025, it manages approximately $2.3 billion in assets across more than 2,100 accounts, mostly on a discretionary basis. With around 20-21 employees, the firm specializes in serving clients locally and regionally, especially in Nebraska and the Midwest.
Investment Strategy
Lutz Financial Services LLC focuses on comprehensive financial planning and investment management tailored to individuals, high net worth clients, and retirement plans. Their investment approach prioritizes diversification, long-term growth, and risk management. The firm utilizes a mix of ETFs, mutual funds, and individual securities, as reflected in their portfolio holdings which include major index funds such as VOO, SPYV, IJH, and BND. They emphasize personalized strategies to meet client goals and regularly adjust portfolios according to market dynamics and client risk profiles.
Latest 13F Filing Activity
Lutz Financial Services LLC filed their most recent 13F report on Jun 30, 2025 disclosing 97 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Schwab Strategic TR among other positions. Lutz Financial Services LLC reduced exposure to Vanguard Mun BD FDS, Schwab Strategic TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.75% | $138.4M | 243,696 | $314.62 | $568.03 | +$13.2M |
S SPYV | SPDR SERIES TRUST | 8.97% | $115.5M | 2,206,774 | $33.89 | $52.34 | +$2.7M |
I IJH | ISHARES TR | 7.02% | $90.4M | 1,457,901 | $41.84 | $62.02 | +$5.3M |
B BND | VANGUARD BD INDEX FDS | 6.79% | $87.5M | 1,188,284 | $76.12 | $73.63 | +$2.8M |
V VTEB | VANGUARD MUN BD FDS | 4.79% | $61.7M | 1,259,230 | $49.77 | $49.03 | -$11.4M |
Industry Allocation
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