LUTZ FINANCIAL SERVICES LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 10K | $1.91M |
 | AAPL | 6K | $1.64M |
 | BRK-B | 5K | $2.34M |
 | AMZN | 4K | $858.42K |
 | MSFT | 3K | $1.46M |
 | WMT | 2K | $245.55K |
 | GOOGL | 2K | $683.28K |
 | GOOG | 2K | $574.57K |
 | AVGO | 1K | $507.04K |
 | JPM | 1K | $442.73K |
 | META | 838 | $553.15K |
 | V | 660 | $231.47K |
 | MA | 354 | $202.09K |
 | LLY | 325 | $349.27K |
 | BRK-A | 1 | $754.80K |
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.91M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.64M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.34M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$858.42K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.46M
Walmart Inc.
WMT
Shares Held
2K
Value
$245.55K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$683.28K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$574.57K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$507.04K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$442.73K
Meta Platforms, Inc.
META
Shares Held
838
Value
$553.15K
Visa Inc.
V
Shares Held
660
Value
$231.47K
Mastercard Incorporated
MA
Shares Held
354
Value
$202.09K
Eli Lilly and Company
LLY
Shares Held
325
Value
$349.27K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.80K