LUTZ FINANCIAL SERVICES LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 10K | $1.79M |
 | AAPL | 6K | $1.54M |
 | AMZN | 3K | $719.16K |
 | MSFT | 3K | $1.15M |
 | WMT | 2K | $277.14K |
 | GOOGL | 2K | $617.68K |
 | GOOG | 2K | $504.59K |
 | JPM | 1K | $416.82K |
 | AVGO | 1K | $424.65K |
 | BRK-B | 1K | $646.92K |
 | META | 791 | $452.56K |
 | LLY | 342 | $314.56K |
 | BRK-A | 1 | $718.14K |
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.79M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.54M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$719.16K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.15M
Walmart Inc.
WMT
Shares Held
2K
Value
$277.14K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$617.68K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$504.59K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$416.82K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$424.65K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$646.92K
Meta Platforms, Inc.
META
Shares Held
791
Value
$452.56K
Eli Lilly and Company
LLY
Shares Held
342
Value
$314.56K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$718.14K