LUTS & GREENLEIGH GROUP, INC.

BETHESDA, MD · CIK 1967844 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBethesda, MD

$132.2m reported value +4.7% vs Q1 2026

105positions

53.4%in top 10

19 new 37 added 33 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EXXON MOBIL CORP COM XOM	XOM	233,067	$31.9m24.11%	24.11%	Reduced -579	-579 -0.2%
2	COSTCO WHSL CORP NEW COM COST	COST	10,396	$9.7m7.36%	7.36%	Reduced -44	-44 -0.4%
3	APPLE INC COM AAPL	AAPL	23,566	$6.8m5.16%	5.16%	Added +498	+498 2.2%
4	NVIDIA CORPORATION COM NVDA	NVDA	21,224	$4.2m3.21%	3.21%	Added +531	+531 2.6%
5	MICROSOFT CORP COM MSFT	MSFT	10,466	$3.9m2.95%	2.95%	Added +126	+126 1.2%
6	ABBVIE INC COM ABBV	ABBV	13,854	$3.5m2.64%	2.64%	Added +58	+58 0.4%
7	ISHARES TR RUS 2000 GRW ETF IWO	IWO	6,851	$2.7m2.04%	2.04%	Reduced -72	-72 -1.0%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,483	$2.7m2.02%	2.02%	Added +145	+145 2.0%
9	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,188	$2.6m1.95%	1.95%	Added +369	+369 4.2%
10	ISHARES TR RUS 1000 GRW ETF IWF	IWF	20,692	$2.6m1.94%	1.94%	Reduced -220	-220 -1.1%
11	AMAZON COM INC COM AMZN	AMZN	10,041	$2.4m1.81%	1.81%	Added +1.2k	+1,204 13.6%
12	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,762	$2.1m1.61%	1.61%	Added +5	+5 0.1%
13	ISHARES TR RUS 2000 VAL ETF IWN	IWN	8,472	$1.9m1.42%	1.42%	Reduced -4	-4 -0.1%
14	COCA COLA CO COM KO	KO	22,015	$1.8m1.35%	1.35%	Added +57	+57 0.3%
15	ISHARES TR RUS MD CP GR ETF IWP	IWP	11,758	$1.7m1.30%	1.30%	Reduced -4	-4 -0.0%
16	JOHNSON & JOHNSON COM JNJ	JNJ	6,481	$1.6m1.25%	1.25%	Reduced -19	-19 -0.3%
17	WASTE MGMT INC DEL COM WM	WM	7,359	$1.6m1.24%	1.24%	Reduced -1	-1 -0.0%
18	HOME DEPOT INC COM HD	HD	4,650	$1.6m1.24%	1.24%	Reduced -65	-65 -1.4%
19	PHILIP MORRIS INTL INC COM PM	PM	8,655	$1.6m1.18%	1.18%	Added +115	+115 1.4%
20	ISHARES TR RUS MDCP VAL ETF IWS	IWS	9,307	$1.5m1.16%	1.16%	Reduced -5	-5 -0.1%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	4,177	$1.5m1.12%	1.12%	Added +54	+54 1.3%
22	JPMORGAN CHASE & CO COM JPM	JPM	4,373	$1.4m1.08%	1.08%	Reduced -11	-11 -0.2%
23	BROADCOM INC COM AVGO	AVGO	3,596	$1.4m1.03%	1.03%	Added +55	+55 1.6%
24	ELI LILLY & CO COM LLY	LLY	1,033	$1.2m0.94%	0.94%	Added +25	+25 2.5%
25	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	25,576	$1.2m0.93%	0.93%	Reduced -82	-82 -0.3%
26	ABBOTT LABS COM ABT	ABT	13,282	$1.2m0.91%	0.91%	Reduced -851	-851 -6.0%
27	ISHARES TR EAFE VALUE ETF EFV	EFV	15,719	$1.2m0.91%	0.91%	Added +30	+30 0.2%
28	ISHARES TR EAFE GRWTH ETF EFG	EFG	9,405	$1.2m0.89%	0.89%	Added +28	+28 0.3%
29	WALMART INC COM WMT	WMT	10,016	$1.1m0.86%	0.86%	Reduced -41	-41 -0.4%
30	MICRON TECHNOLOGY INC COM MU	MU	939	$1.1m0.82%	0.82%	Added +136	+136 16.9%
31	VANGUARD WORLD FD INF TECH ETF VGT	VGT	8,913	$1.1m0.81%	0.81%	Added +1	+1 0.0%
32	TESLA INC COM TSLA	TSLA	2,422	$1.0m0.77%	0.77%	Added +136	+136 6.0%
33	SPDR GOLD TR GOLD SHS GLD	GLD	2,737	$1.0m0.76%	0.76%	Reduced -39	-39 -1.4%
34	UNION PAC CORP COM UNP	UNP	3,418	$929.7k0.70%	0.70%	Added +37	+37 1.1%
35	CATERPILLAR INC COM CAT	CAT	871	$927.8k0.70%	0.70%	Reduced -21	-21 -2.4%
36	META PLATFORMS INC CL A META	META	1,511	$850.9k0.64%	0.64%	Added +94	+94 6.6%
37	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,121	$770.1k0.58%	0.58%	Added +8	+8 0.7%
38	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	948	$707.7k0.54%	0.54%	Added +4	+4 0.4%
39	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,187	$689.5k0.52%	0.52%	Added +40	+40 3.5%
40	CISCO SYS INC COM CSCO	CSCO	5,834	$685.2k0.52%	0.52%	Reduced -72	-72 -1.2%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,361	$681.0k0.52%	0.52%	Added +108	+108 8.6%
42	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	23,295	$644.1k0.49%	0.49%	Unchanged
43	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	22,617	$626.5k0.47%	0.47%	Unchanged
44	INTEL CORP COM INTC	INTC	4,442	$620.2k0.47%	0.47%	New
45	MERCK & CO INC COM MRK	MRK	4,755	$611.0k0.46%	0.46%	Added +113	+113 2.4%
46	VISA INC COM CL A V	V	1,676	$575.0k0.44%	0.44%	Added +50	+50 3.1%
47	ISHARES TR MSCI EMG MKT ETF EEM	EEM	8,337	$570.3k0.43%	0.43%	Added +7	+7 0.1%
48	GE VERNOVA INC COM GEV	GEV	471	$553.5k0.42%	0.42%	Added +17	+17 3.7%
49	MONDELEZ INTL INC CL A MDLZ	MDLZ	9,555	$552.7k0.42%	0.42%	Added +103	+103 1.1%
50	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	23,412	$541.5k0.41%	0.41%	Unchanged
51	STRYKER CORPORATION COM SYK	SYK	1,618	$509.4k0.39%	0.39%	Reduced -57	-57 -3.4%
52	DOMINION ENERGY INC COM D	D	7,357	$502.4k0.38%	0.38%	Unchanged
53	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	21,200	$502.0k0.38%	0.38%	Unchanged
54	MORGAN STANLEY COM NEW MS	MS	2,223	$464.7k0.35%	0.35%	Reduced -13	-13 -0.6%
55	PALO ALTO NETWORKS INC COM PANW	PANW	1,318	$449.5k0.34%	0.34%	Reduced -35	-35 -2.6%
56	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	4,375	$418.3k0.32%	0.32%	Unchanged
57	J P MORGAN EXCHANGE TRADED F SMALL & MID CAP JMEE	JMEE	5,115	$399.1k0.30%	0.30%	Unchanged
58	AT&T INC COM T	T	19,174	$396.9k0.30%	0.30%	Added +776	+776 4.2%
59	MCDONALDS CORP COM MCD	MCD	1,436	$388.1k0.29%	0.29%	Added +215	+215 17.6%
60	LAM RESEARCH CORP COM NEW LRCX	LRCX	887	$384.2k0.29%	0.29%	New
61	LEIDOS HOLDINGS INC COM LDOS	LDOS	3,647	$375.5k0.28%	0.28%	Reduced -6	-6 -0.2%
62	QUALCOMM INC COM QCOM	QCOM	2,032	$375.5k0.28%	0.28%	Added +105	+105 5.5%
63	BANK AMERICA CORP COM BAC	BAC	6,074	$346.1k0.26%	0.26%	Reduced -131	-131 -2.1%
64	MASTERCARD INCORPORATED CL A MA	MA	673	$345.7k0.26%	0.26%	Reduced -129	-129 -16.1%
65	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,862	$335.7k0.25%	0.25%	Unchanged
66	REGIONS FINANCIAL CORP NEW COM RF	RF	11,090	$334.9k0.25%	0.25%	Unchanged
67	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,122	$334.2k0.25%	0.25%	New
68	NEXTERA ENERGY INC COM NEE	NEE	3,804	$333.9k0.25%	0.25%	Reduced -5	-5 -0.1%
69	GOLDMAN SACHS GROUP INC COM GS	GS	327	$330.2k0.25%	0.25%	Reduced -15	-15 -4.4%
70	UNITEDHEALTH GROUP INC COM UNH	UNH	782	$325.0k0.25%	0.25%	New
71	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	2,593	$322.1k0.24%	0.24%	Unchanged
72	BLACKROCK INC COM BLK	BLK	321	$308.7k0.23%	0.23%	Reduced -8	-8 -2.4%
73	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	3,866	$307.0k0.23%	0.23%	Reduced -5	-5 -0.1%
74	SOUTHERN CO COM SO	SO	3,170	$303.4k0.23%	0.23%	Added +182	+182 6.1%
75	FIRST TR EXCHNG TRADED FD VI ACTV FCTR LGCP AFLG	AFLG	6,903	$299.7k0.23%	0.23%	Unchanged
76	TRANE TECHNOLOGIES PLC SHS TT	TT	578	$283.9k0.21%	0.21%	Unchanged
77	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	2,856	$281.6k0.21%	0.21%	Reduced -5	-5 -0.2%
78	AFLAC INC COM AFL	AFL	2,396	$280.9k0.21%	0.21%	Added +15	+15 0.6%
79	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	776	$279.7k0.21%	0.21%	Unchanged
80	NETFLIX INC COM NFLX	NFLX	3,834	$273.7k0.21%	0.21%	Added +850	+850 28.5%
81	EATON CORP PLC SHS ETN	ETN	639	$272.3k0.21%	0.21%	Added +1	+1 0.2%
82	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	5,398	$271.8k0.21%	0.21%	Unchanged
83	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	565	$269.8k0.20%	0.20%	New
84	WISDOMTREE TR US LARGECAP FUND EPS	EPS	3,460	$269.2k0.20%	0.20%	Unchanged
85	GE AEROSPACE COM NEW GE	GE	678	$253.3k0.19%	0.19%	New
86	PEPSICO INC COM PEP	PEP	1,834	$248.4k0.19%	0.19%	Added +56	+56 3.1%
87	CHEVRON CORP NEW COM CVX	CVX	1,492	$247.4k0.19%	0.19%	Reduced -214	-214 -12.5%
88	TEXAS INSTRS INC COM TXN	TXN	806	$240.2k0.18%	0.18%	New
89	VANECK ETF TRUST TECHN TRUSE ETF TRUT	TRUT	7,348	$230.7k0.17%	0.17%	New
90	SCIENCE APPLICATIONS INTL CO COM SAIC	SAIC	2,044	$225.7k0.17%	0.17%	New
91	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,410	$223.7k0.17%	0.17%	New
92	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,879	$223.5k0.17%	0.17%	Reduced -78	-78 -2.0%
93	PROCTER AND GAMBLE CO COM PG	PG	1,489	$218.4k0.17%	0.17%	Reduced -321	-321 -17.7%
94	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	1,192	$218.3k0.17%	0.17%	New
95	PNC FINL SVCS GROUP INC COM PNC	PNC	885	$217.9k0.16%	0.16%	New
96	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	2,352	$216.3k0.16%	0.16%	Unchanged
97	HUMANA INC COM HUM	HUM	542	$215.3k0.16%	0.16%	New
98	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	278	$212.1k0.16%	0.16%	New
99	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,998	$211.6k0.16%	0.16%	Reduced -510	-510 -9.3%
100	ORACLE CORP COM ORCL	ORCL	1,437	$210.6k0.16%	0.16%	Reduced -77	-77 -5.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		694	$313.7k694 shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,597	$233.6k1.6k shares
PFIZER INC PFE	PFE	7,355	$206.5k7.4k shares