Holdings
Lutz Financial Services LLC
As of Jun 30, 2026, Lutz Financial Services LLC reported 21 positions worth US$13.7M. Largest: Nvidia Corporation, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 11,121 | US$2.23M | +836 | Jun 30, 2026 |
| Apple Inc | 6,200 | US$1.79M | +148 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,932 | US$1.47M | +83 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,673 | US$1.31M | −230 | Jun 30, 2026 |
| Microsoft Corp. | 3,084 | US$1.15M | −16 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,664 | US$873K | +211 | Jun 30, 2026 |
| Micron Technology, Inc. | 510 | US$589K | new | Jun 30, 2026 |
| Broadcom Inc. | 1,407 | US$531K | +35 | Jun 30, 2026 |
| Meta Platforms, Inc. | 918 | US$517K | +127 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,411 | US$462K | −6 | Jun 30, 2026 |