Lutz Financial Services LLC reported 112 holdings worth US$1.64B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Lutz Financial Services LLC reported 112 holdings worth US$1.64B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Berkshire Hathaway Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 112
- Value as reported
- US$1.64B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 11,121 | US$2.23M | 0.14% |
| Apple Inc | 6,200 | US$1.79M | 0.11% |
| Berkshire Hathaway Inc. | 2,932 | US$1.47M | 0.09% |
| Alphabet Inc (google) Class C | 3,673 | US$1.31M | 0.08% |
| Microsoft Corp. | 3,084 | US$1.15M | 0.07% |
| Amazon.com, Inc. | 3,664 | US$873K | 0.05% |
| Micron Technology, Inc. | 510 | US$589K | 0.04% |
| Broadcom Inc. | 1,407 | US$531K | 0.03% |
| Meta Platforms, Inc. | 918 | US$517K | 0.03% |
| Jp Morgan Chase & Co. | 1,411 | US$462K | 0.03% |
| Eli Lilly And Company | 340 | US$408K | 0.02% |
| Advanced Micro Devices Inc | 443 | US$257K | 0.02% |
| Walmart Inc. | 2,239 | US$254K | 0.02% |
| Western Digital Corporation | 382 | US$244K | 0.01% |
| Intel Corporation | 1,707 | US$238K | 0.01% |
| Tesla, Inc. | 564 | US$237K | 0.01% |
| Lam Research Corporation | 544 | US$236K | 0.01% |
| Caterpillar, Inc. | 208 | US$221K | 0.01% |
| Applied Materials, Inc. | 301 | US$218K | 0.01% |
| Visa Inc. | 634 | US$218K | 0.01% |
| Sandisk Corporation | 95 | US$216K | 0.01% |