LUTZ FINANCIAL SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 11K | $1.98M |
 | AAPL | 7K | $1.80M |
 | BRK-B | 5K | $2.36M |
 | AMZN | 3K | $737.32K |
 | MSFT | 3K | $1.62M |
 | GOOGL | 3K | $652.97K |
 | WMT | 2K | $252.09K |
 | GOOG | 2K | $544.82K |
 | JPM | 2K | $483.87K |
 | AVGO | 1K | $438.12K |
 | ORCL | 855 | $240.46K |
 | META | 820 | $602.19K |
 | V | 750 | $256.04K |
 | MA | 397 | $225.82K |
 | LLY | 299 | $228.14K |
 | BRK-A | 1 | $754.20K |
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.98M
Apple Inc.
AAPL
Shares Held
7K
Value
$1.80M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.36M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$737.32K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.62M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$652.97K
Walmart Inc.
WMT
Shares Held
2K
Value
$252.09K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$544.82K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$483.87K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$438.12K
Oracle Corporation
ORCL
Shares Held
855
Value
$240.46K
Meta Platforms, Inc.
META
Shares Held
820
Value
$602.19K
Visa Inc.
V
Shares Held
750
Value
$256.04K
Mastercard Incorporated
MA
Shares Held
397
Value
$225.82K
Eli Lilly and Company
LLY
Shares Held
299
Value
$228.14K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K