LUTS & GREENLEIGH GROUP, INC.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 137,186
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 101 | 137,186 | 13F-HR | LUTS & GREENLEIGH GROUP, INC. |
| Q2 2026 | 8/7/2026 | 105 | 132,176 | 13F-HR | LUTS & GREENLEIGH GROUP, INC. |
| Q1 2026 | 5/5/2026 | 89 | 126,269 | 13F-HR | LUTS & GREENLEIGH GROUP, INC. |
| Q4 2025 | 1/26/2026 | 87 | 117,705 | 13F-HR | LUTS & GREENLEIGH GROUP, INC. |
| Q3 2025 | 11/7/2025 | 83 | 111,412 | 13F-HR | LUTS & GREENLEIGH GROUP, INC |
| Q2 2025 | 7/11/2025 | 79 | 104,266 | 13F-HR | LUTS & GREENLEIGH GROUP, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.3 K | 81.8% | 5.457 K | 0 | 5.457 K |
| ETFs | 24.92 K | 18.2% | 0 | 442 | -442 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
137,186
Holdings
101
QoQ value change ($000)
5,010
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.