Holdings
Lauterbach Financial Advisors, LLC
As of Jun 30, 2026, Lauterbach Financial Advisors, LLC reported 32 positions worth US$39M. Largest: Jp Morgan Chase & Co., Nvidia Corporation and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 28,147 | US$9.21M | +13 | Jun 30, 2026 |
| Nvidia Corporation | 25,279 | US$5.06M | +3,932 | Jun 30, 2026 |
| Exxon Mobil Corporation | 17,114 | US$2.34M | −84 | Jun 30, 2026 |
| Apple Inc | 7,917 | US$2.29M | −1,101 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,951 | US$1.66M | +2,160 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 10,156 | US$1.49M | +9 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 4,000 | US$1.36M | −3 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,440 | US$1.22M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,208 | US$1.15M | new | Jun 30, 2026 |
| Pfizer, Inc. | 47,299 | US$1.14M | +531 | Jun 30, 2026 |