Lauterbach Financial Advisors, LLC
Lauterbach Financial Advisors, LLC reported 87 holdings worth US$232M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Lauterbach Financial Advisors, LLC reported 87 holdings worth US$232M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Nvidia Corporation and Exxon Mobil Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Jp Morgan Chase & Co. | 28,147 | US$9.21M | 4.0% |
| Nvidia Corporation | 25,279 | US$5.06M | 2.2% |
| Exxon Mobil Corporation | 17,114 | US$2.34M | 1.0% |
| Apple Inc | 7,917 | US$2.29M | 0.99% |
| Amazon.com, Inc. | 6,951 | US$1.66M | 0.71% |
| Procter & Gamble Company (the) | 10,156 | US$1.49M | 0.64% |
| Palo Alto Networks, Inc. | 4,000 | US$1.36M | 0.59% |
| Berkshire Hathaway Inc. | 2,440 | US$1.22M | 0.53% |
| Alphabet Inc (google) Class C | 3,208 | US$1.15M | 0.49% |
| Pfizer, Inc. | 47,299 | US$1.14M | 0.49% |
| Microsoft Corp. | 2,655 | US$991K | 0.43% |
| Darden Restaurants, Inc. | 4,800 | US$989K | 0.43% |
| Ge Aerospace | 2,518 | US$941K | 0.40% |
| Goldman Sachs Group, Inc. (the) | 916 | US$927K | 0.40% |
| Marathon Petroleum Corporation | 3,579 | US$915K | 0.39% |
| Johnson & Johnson | 3,184 | US$809K | 0.35% |
| Ge Vernova Inc. | 636 | US$747K | 0.32% |
| Wells Fargo & Company | 8,643 | US$714K | 0.31% |
| Halliburton Company | 19,641 | US$667K | 0.29% |
| Walmart Inc. | 5,650 | US$640K | 0.28% |
| Uber Technologies, Inc. | 7,735 | US$558K | 0.24% |
| Tesla, Inc. | 1,101 | US$463K | 0.20% |
| General Mills, Inc. | 13,100 | US$456K | 0.20% |
| Novo Nordisk A/s Class B | 7,877 | US$378K | 0.16% |
| General Motors Company | 3,872 | US$298K | 0.13% |
| Paycom Software, Inc. | 2,073 | US$260K | 0.11% |
| Citigroup, Inc. | 1,803 | US$252K | 0.11% |
| Stryker Corporation | 800 | US$252K | 0.11% |
| Visa Inc. | 671 | US$230K | 0.10% |
| Coca-cola Company (the) | 2,682 | US$218K | 0.09% |
| Micron Technology, Inc. | 187 | US$216K | 0.09% |
| International Business Machines Corporation | 714 | US$201K | 0.09% |
Source
View original at SEC
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