Lutz Financial Services LLC reported 23 positions worth $13.67M for the quarter ended Jun 30, 2026, up 42.8% on the prior quarter. It opened 10 new positions, added to 7, trimmed 5 and exited 0. Its largest holding is Nvidia Corp at 16.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +510 | – | $588.69K | 4.31% |
| AMD Advanced Micro Devices Inc | +443 | – | $257.34K | 1.88% |
| WDC Western Digital Corp | +382 | – | $243.99K | 1.79% |
| INTC Intel Corp | +1,707 | – | $238.35K | 1.74% |
| TSLA Tesla, Inc. | +564 | – | $237.22K | 1.74% |
| LRCX Lam Research Corp | +544 | – | $235.73K | 1.72% |
| CAT Caterpillar Inc | +208 | – | $221.50K | 1.62% |
| AMAT Applied Materials Inc | +301 | – | $217.62K | 1.59% |
| V Visa Inc. | +634 | – | $217.52K | 1.59% |
| SNDK Sandisk Corp | +95 | – | $216.00K | 1.58% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +510 | $588.69K | 4.31% |
| AMD Advanced Micro Devices Inc | +443 | $257.34K | 1.88% |
| WDC Western Digital Corp | +382 | $243.99K | 1.79% |
| INTC Intel Corp | +1,707 | $238.35K | 1.74% |
| TSLA Tesla, Inc. | +564 | $237.22K | 1.74% |
| LRCX Lam Research Corp | +544 | $235.73K | 1.72% |
| CAT Caterpillar Inc | +208 | $221.50K | 1.62% |
| AMAT Applied Materials Inc | +301 | $217.62K | 1.59% |
| V Visa Inc. | +634 | $217.52K | 1.59% |
| SNDK Sandisk Corp | +95 | $216.00K | 1.58% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 11.1K | $2.23M | 16.28% | +836 | +8.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 6,200 | $1.79M | 13.13% | +148 | +2.4% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 3,084 | $1.15M | 8.42% | -16 | -0.5% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 3,664 | $873.28K | 6.39% | +211 | +6.1% | Added | 0% |
| 5 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $748.85K | 5.48% | 0 | 0.0% | Unchanged | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,435 | $718.06K | 5.25% | +85 | +6.3% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 1,998 | $714.03K | 5.22% | -150 | -7.0% | Reduced | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 1,694 | $598.54K | 4.38% | -65 | -3.7% | Reduced | 0% |
| 9 | MU Micron Technology Inc | Technology | 510 | $588.69K | 4.31% | +510 | – | New | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 1,407 | $531.49K | 3.89% | +35 | +2.6% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 918 | $517.10K | 3.78% | +127 | +16.1% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 1,411 | $461.86K | 3.38% | -6 | -0.4% | Reduced | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 340 | $407.81K | 2.98% | -2 | -0.6% | Reduced | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 443 | $257.34K | 1.88% | +443 | – | New | 0% |
| 15 | WMT Walmart Inc. | Consumer Staples | 2,239 | $253.59K | 1.86% | +9 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Lutz Financial Services.
As of its Q2 2026 13F filing, Lutz Financial Services LLC’s five largest positions were Nvidia Corp (NVDA) at 16.3%, Apple Inc. (AAPL) at 13.1%, Microsoft Corp (MSFT) at 8.4%, Amazon Com Inc (AMZN) at 6.4%, Berkshire Hathaway Inc (BRK-A) at 5.5% of the reported portfolio.
Lutz Financial Services LLC reported a 13F portfolio worth $13.67M across 23 positions for Q2 2026. That is up 42.8% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($588.69K), Advanced Micro Devices Inc ($257.34K), Western Digital Corp ($243.99K). It opened 10 new positions.
Its largest sales by value were Alphabet Inc. ($53.61K), Alphabet Inc. ($22.97K), Microsoft Corp ($5.97K). It exited 0 positions entirely.
From the Form 13F-HR reports Lutz Financial Services LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.