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Disclosery

13F-HR filed by LUTS & GREENLEIGH GROUP, INC.

LUTS & GREENLEIGH GROUP, INC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-26, with 87 holding rows worth $117,705,147.

Accession
0001951757-26-000300
Filer
CIK 1967844
Filed
2026-01-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 87 entries on the cover page, a total value of $117,705,147 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,705,147 with VALUE read as dollars as filed, 13F file number 028-23167. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
EXXON MOBIL CORP30231G102COM245,682$29,565,343dollars as filed
Costco Wholesale Corporation22160K105COM10,430$8,994,135dollars as filed
Apple Inc037833100COM23,075$6,273,113dollars as filed
Microsoft Corp594918104COM11,042$5,340,217dollars as filed
NVIDIA Corp67066G104COM20,828$3,884,467dollars as filed
AbbVie,Inc.00287Y109COM13,854$3,165,613dollars as filed
International Business Machines Corporation459200101COM9,034$2,675,869dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,086$2,407,037dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,232$2,263,718dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF6,882$2,222,919dollars as filed
Amazon.com, Inc023135106COM8,849$2,042,589dollars as filed
Abbott Laboratories002824100COM14,393$1,803,330dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,422$1,771,514dollars as filed
Home Depot, Inc437076102COM4,775$1,643,079dollars as filed
Waste Management, Inc.94106L109COM7,359$1,616,769dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF11,281$1,544,761dollars as filed
Coca-Cola Company191216100COM21,898$1,530,898dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF8,263$1,497,349dollars as filed
JPMorgan Chase & Co46625H100COM4,383$1,412,254dollars as filed
Philip Morris International Inc.718172109COM8,525$1,367,453dollars as filed
Johnson & Johnson478160104COM6,389$1,322,263dollars as filed
Broadcom Inc.11135F101COM3,665$1,268,503dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD25,691$1,252,436dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF8,866$1,250,521dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,936$1,163,566dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,683$1,155,855dollars as filed
Walmart Inc.931142103COM10,024$1,116,768dollars as filed
Eli Lilly and Company532457108COM1,033$1,110,333dollars as filed
iShares MSCI EAFE Value ETF464288877SHS15,094$1,077,892dollars as filed
Tesla Motors, Inc88160R101COM2,321$1,043,649dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF8,992$1,024,412dollars as filed
META PLATFORMS INC CL A30303M102COM1,416$934,980dollars as filed
VGT92204A702SHS1,130$851,886dollars as filed
Union Pacific Corporation907818108COM3,380$781,862dollars as filed
Vanguard S&P 500 ETF922908363COM1,099$689,240dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,653$659,001dollars as filed
SPY78462F103SHS942$642,584dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,578$614,158dollars as filed
Berkshire Hathaway Inc084670702COM1,216$611,222dollars as filed
Visa Inc92826C839COM1,711$600,151dollars as filed
Stryker Corporation863667101COM1,683$591,524dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B23,412$547,138dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF22,617$543,713dollars as filed
Mondelez International,Inc. Class A609207105COM9,556$514,399dollars as filed
Merck & Co.,Inc.58933Y105COM4,631$487,503dollars as filed
Cisco Systems,Inc.17275R102COM6,160$474,495dollars as filed
Caterpillar Inc.149123101COM825$472,688dollars as filed
MasterCard, Inc57636Q104COM806$460,054dollars as filed
AT&T Inc00206R102COM18,334$455,428dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF8,266$452,209dollars as filed
Schwab US REIT ETF808524847SHS21,200$442,868dollars as filed
DOMINION ENERGY INC COM25746U109Stock7,357$431,047dollars as filed
Morgan Stanley617446448COM2,245$398,494dollars as filed
BlackRock,Inc.09290D101COM358$382,835dollars as filed
Procter & Gamble Co742718109COM2,605$373,269dollars as filed
McDonalds Corporation580135101COM1,202$367,392dollars as filed
Bank of America Corp060505104COM6,233$342,793dollars as filed
Qualcomm Incorporated747525103COM2,004$342,784dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,862$341,751dollars as filed
JPMORGAN SMALL MID CP ENH EQT ETF46641Q118COM4,884$314,432dollars as filed
NextEra Energy,Inc.65339F101COM3,804$305,385dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock11,090$300,539dollars as filed
Goldman Sachs Group,Inc.38141G104COM340$299,174dollars as filed
PepsiCo,Inc.713448108COM1,973$283,219dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,587$282,089dollars as filed
Netflix, Inc64110L106COM2,991$280,436dollars as filed
Oracle Corporation68389X105COM1,420$276,703dollars as filed
Honeywell Technologies438516106COM1,396$272,438dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q886DIVERSFED RTRN2,459$267,195dollars as filed
AFLAC INC COM001055102Stock2,379$262,332dollars as filed
Chevron Corporation166764100COM1,706$260,031dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q167ACTIVE VALUE ETF3,622$259,770dollars as filed
GE Vernova Inc.36828A101COM391$255,563dollars as filed
Southern Company842587107COM2,925$255,074dollars as filed
UnitedHealth Group Inc91324P102COM771$254,515dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH2,684$249,075dollars as filed
PALO ALTO NETWORKS INC697435105COM1,320$243,144dollars as filed
Intuitive Surgical,Inc.46120E602COM425$240,703dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF776$231,543dollars as filed
Advanced Micro Devices,Inc.007903107COM1,076$230,436dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock939$213,632dollars as filed
Bristol-Myers Squibb Company110122108COM3,950$213,089dollars as filed
American Express Company025816109COM571$211,241dollars as filed
Micron Technology,Inc.595112103COM740$211,151dollars as filed
Verizon Communications Inc92343V104COM5,079$206,868dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,044$205,749dollars as filed
Eaton Corp. PlcG29183103COM639$203,528dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000300this filing2026-01-26acceptance time not in the bulk data set