Stock Taper 
LUTZ FINANCIAL SERVICES LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Sandisk Corporation | SNDK | 95 | $216K |
 Caterpillar Inc. | CAT | 208 | $221.5K |
 Applied Materials, Inc. | AMAT | 301 | $217.62K |
 Eli Lilly and Company | LLY | 340 | $407.81K |
 Western Digital Corporation | WDC | 382 | $243.99K |
 Advanced Micro Devices, Inc. | AMD | 443 | $257.34K |
 Micron Technology, Inc. | MU | 510 | $588.69K |
 Lam Research Corporation | LRCX | 544 | $235.73K |
 Tesla, Inc. | TSLA | 564 | $237.22K |
 Visa Inc. | V | 634 | $217.52K |
 Meta Platforms, Inc. | META | 918 | $517.1K |
 Broadcom Inc. | AVGO | 1.41K | $531.49K |
 JPMorgan Chase & Co. | JPM | 1.41K | $461.86K |
 Berkshire Hathaway Inc. | BRK-B | 1.44K | $718.06K |
 Alphabet Inc. | GOOG | 1.69K | $598.54K |
 Intel Corp. | INTC | 1.71K | $238.35K |
 Alphabet Inc. | GOOGL | 2K | $714.02K |
 Walmart Inc. | WMT | 2.24K | $253.59K |
 Microsoft Corporation | MSFT | 3.08K | $1.15M |