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LUTZ FINANCIAL SERVICES LLC

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OMAHA NE Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Lutz Financial Services is based out of Omaha. Lutz Financial Services is a large advisory firm with 740 clients and discretionary assets under management (AUM) of $1,558,725,861 (Form ADV from 2023-12-07). Their last reported 13F filing for Q4 2023 included $1,065,950,804 in managed 13F securities and a top 10 holdings concentration of 58.42%. Lutz Financial Services's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 254,751. Whalewisdom has at least 25 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.07b, Prior: $0.92b
New Purchases 4 stocks
Added To 32 stocks
Sold out of 1 stocks
Reduced holdings in 39 stocks
Top 10 Holdings % 58.42%
Turnover %[1] 5.95%
Turnover Alt %[2] 2.14%
Time Held Top 20 15.15 quarters
Time Held Top 10 16.3 quarters
Time Held All 14.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance