What Lazari Capital Management, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1986389 · Filed Jul 23, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 101.5K |
| +8.4% |
| $20.3M |
| 6.3% |
GOOGLAlphabet Inc. | 55.2K | +4.1% | $19.7M | 6.1% |
METAMeta Platforms, Inc. | 32.9K | +2.4% | $18.5M | 5.7% |
AMZNAmazon Com Inc | 75.4K | +1.7% | $18M | 5.5% |
UBERUber Technologies, Inc | 193.7K | +3.5% | $14M | 4.3% |
AMDAdvanced Micro Devices Inc | 20.1K | −5.3% | $11.7M | 3.6% |
TSLATesla, Inc. | 22.5K | +0.1% | $9.4M | 2.9% |
BABoeing Co | 35.3K | +4.2% | $7.6M | 2.4% |
BPBP PLC | 182.5K | −2.2% | $6.7M | 2.1% |
MSFTMicrosoft Corp | 18K | +2.5% | $6.7M | 2.1% |
BACBank of America Corp | 88.2K | −1.5% | $5M | 1.5% |
DISWalt Disney Co | 50.7K | −5.0% | $4.9M | 1.5% |
VZVerizon Communications Inc | 107.1K | +0.2% | $4.5M | 1.4% |
ABBVAbbVie Inc. | 16.1K | −0.5% | $4M | 1.2% |
NFLXNetflix Inc | 55.1K | +31.2% | $3.9M | 1.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 10.4K | +0.2% | $3.9M | 1.2% |
UNHUnitedHealth Group Inc | 8.7K | −0.3% | $3.6M | 1.1% |
AVGOBroadcom Inc. | 9.3K | −12.3% | $3.5M | 1.1% |
JPMJPMorgan Chase & Co | 8.4K | −0.9% | $2.8M | 0.8% |
SPYSPDR S&P 500 ETF Trust | 3.7K | −3.8% | $2.7M | 0.8% |
VANGUARD WORLD FDMEGA GRWTH IND | 29.1K | +404.0% | $2.6M | 0.8% |
GOOGAlphabet Inc. | 6.8K | +91.8% | $2.4M | 0.7% |
QQQInvesco QQQ Trust, Series 1 | 3.2K | +0.8% | $2.4M | 0.7% |
EXXON MOBIL CORPCOM | 16.5K | +1.0% | $2.2M | 0.7% |
ISHARES TR0-5 YR TIPS ETF | 21.1K | −1.0% | $2.2M | 0.7% |
ISHARES TRCORE S&P500 ETF | 2.8K | −0.3% | $2.1M | 0.6% |
BEBloom Energy Corp | 6.5K | ±0% | $2M | 0.6% |
BOEING CODEP CONV PFD A | 28.9K | ±0% | $1.9M | 0.6% |
ISHARES TRCORE US AGGBD ET | 19.2K | +0.9% | $1.9M | 0.6% |
SBUXStarbucks Corp | 17.4K | −0.8% | $1.8M | 0.5% |
COSTCostco Wholesale Corp | 1.8K | −0.8% | $1.7M | 0.5% |
VVisa Inc. | 4.9K | −17.7% | $1.7M | 0.5% |
AXPAmerican Express Co | 4.8K | +7.4% | $1.6M | 0.5% |
TTANServiceTitan, Inc. | 22.3K | +45.0% | $1.6M | 0.5% |
JNJJohnson & Johnson | 6.2K | +0.9% | $1.6M | 0.5% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 9.9K | −0.6% | $1.6M | 0.5% |
PFEPfizer Inc | 64.5K | −1.4% | $1.6M | 0.5% |
WFCWells Fargo & Company | 18.5K | −0.5% | $1.5M | 0.5% |
WMTWalmart Inc. | 13.5K | −0.1% | $1.5M | 0.5% |
ARCCAres Capital Corp | 80.9K | +33.5% | $1.5M | 0.5% |
CCitigroup Inc | 10.4K | −2.7% | $1.5M | 0.4% |
LLYELI LILLY & Co | 1.1K | −0.3% | $1.3M | 0.4% |
MOAltria Group, Inc. | 18.4K | −0.6% | $1.3M | 0.4% |
CATCaterpillar Inc | 1.2K | −8.1% | $1.2M | 0.4% |
COPConocoPhillips | 11.8K | −5.0% | $1.2M | 0.4% |
CVXChevron Corp | 7K | +0.3% | $1.2M | 0.4% |
TAT&T Inc. | 54.4K | −0.8% | $1.1M | 0.3% |
FISVFiserv Inc | 22.8K | +167.4% | $1.1M | 0.3% |
GSGoldman Sachs Group Inc | 1.1K | −8.4% | $1.1M | 0.3% |
GLDSPDR Gold Trust | 3K | +10.0% | $1.1M | 0.3% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 19.4K | New | $1M | 0.3% |
DVNDevon Energy Corp | 24.8K | −7.5% | $1M | 0.3% |
WYNNWynn Resorts Ltd | 10.5K | −0.5% | $1M | 0.3% |
ORCLOracle Corp | 7K | −10.8% | $1M | 0.3% |
MUMicron Technology Inc | 876 | +1.2% | $1M | 0.3% |
BMYBristol Myers Squibb Co | 17.2K | +4.5% | $991.5K | 0.3% |
LRCXLAM Research Corp | 2.3K | −5.7% | $990.6K | 0.3% |
MSMorgan Stanley | 4.6K | −0.1% | $965.5K | 0.3% |
INTCIntel Corp | 6.7K | −2.3% | $936.2K | 0.3% |
TRGPTarga Resources Corp. | 3.5K | ±0% | $929.4K | 0.3% |
ISHARES TRCORE MSCI EAFE | 9.4K | −3.4% | $903.2K | 0.3% |
RTXRTX Corp | 4.7K | +4.7% | $891.6K | 0.3% |
DEODiageo PLC | 11K | +4.8% | $885.8K | 0.3% |
GEGeneral Electric Co | 2.4K | −0.1% | $883.3K | 0.3% |
ISHARES TRCORE S&P SCP ETF | 5.9K | +0.1% | $876.8K | 0.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 1.3K | +2.8% | $870.3K | 0.3% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.8K | −0.1% | $867.3K | 0.3% |
MAMastercard Inc | 1.7K | −5.0% | $856.3K | 0.3% |
MARMarriott International Inc | 2.3K | −1.7% | $836.5K | 0.3% |
ASMLASML Holding NV | 420 | +6.9% | $835.6K | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.6K | −4.1% | $803.8K | 0.2% |
ORACLE CORP6.5 DEP CUM SR D | 17.8K | New | $800.1K | 0.2% |
AMATApplied Materials Inc | 1.1K | −0.2% | $791.7K | 0.2% |
VMCVulcan Materials CO | 2.7K | ±0% | $788.6K | 0.2% |
BABAAlibaba Group Holding Ltd | 8.1K | −0.9% | $778.1K | 0.2% |
VANGUARD WELLINGTON FDUS MOMENTUM | 3.1K | +0.0% | $769.4K | 0.2% |
CRMSalesforce, Inc. | 4.7K | −5.3% | $737.6K | 0.2% |
MRKMerck & Co., Inc. | 5.7K | +0.8% | $733.8K | 0.2% |
FFord Motor Co | 52K | −0.1% | $723.1K | 0.2% |
ISHARES TRISHS 1-5YR INVS | 13.3K | −0.3% | $696.1K | 0.2% |
STXSeagate Technology Holdings plc | 717 | +0.6% | $691.9K | 0.2% |
AMGNAmgen Inc | 1.9K | −14.8% | $677.3K | 0.2% |
ISHARES TRIBOXX INV CP ETF | 6.1K | +1.2% | $667.1K | 0.2% |
GEVGE Vernova Inc. | 565 | −0.5% | $663.5K | 0.2% |
GSKGSK plc | 12.2K | −6.9% | $641.6K | 0.2% |
MESOMesoblast Ltd | 47.4K | +2.8% | $641.6K | 0.2% |
HDHome Depot, Inc. | 1.8K | −1.3% | $621.3K | 0.2% |
SHOPShopify Inc. | 5.3K | −1.0% | $603.6K | 0.2% |
SPGSimon Property Group Inc. | 2.6K | +0.0% | $589.9K | 0.2% |
SPCXSpace Exploration Technologies Corp | 3.4K | New | $585.7K | 0.2% |
SCHWSchwab Charles Corp | 6.3K | +0.6% | $582.4K | 0.2% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 14.9K | New | $578.6K | 0.2% |
OXYOccidental Petroleum Corp | 11.5K | +8.5% | $556.9K | 0.2% |
CVBFCVB Financial Corp | 24.4K | ±0% | $549.7K | 0.2% |
NOWServiceNow, Inc. | 5.3K | New | $526.9K | 0.2% |
MCDMcDonald's Corp | 1.9K | ±0% | $526K | 0.2% |
IBITiShares Bitcoin Trust ETF | 15.4K | +26.2% | $511.8K | 0.2% |
DIREXION SHARES ETF TRUSTDA 500 BE 3X ETF | 19.3K | New | $511.3K | 0.2% |
VANGUARD WORLD FDHEALTH CAR ETF | 1.7K | +0.4% | $510.9K | 0.2% |
PYPLPayPal Holdings, Inc. | 11.5K | −3.4% | $497K | 0.2% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 5.7K | +4.4% | $478.1K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 6.1K | −10.7% | $447.1K | 0.1% |
PMPhilip Morris International Inc. | 2.5K | −2.0% | $444.6K | 0.1% |
XHRXenia Hotels & Resorts, Inc. | 21.8K | −21.6% | $443.1K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.3K | New | $436.3K | 0.1% |
EMEEMCOR Group, Inc. | 506 | −1.7% | $419.9K | 0.1% |
MCKMcKesson Corp | 554 | +14.9% | $418.8K | 0.1% |
VODVodafone Group Public Ltd Co | 30.7K | −3.0% | $405.9K | 0.1% |
PLTRPalantir Technologies Inc. | 3.5K | −9.0% | $405.7K | 0.1% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 8.7K | −3.1% | $394.6K | 0.1% |
ISHARES TRU.S. ENERGY ETF | 7K | ±0% | $393.3K | 0.1% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 4.1K | New | $377K | 0.1% |
IBMInternational Business Machines Corp | 1.3K | +0.7% | $365.9K | 0.1% |
NKXNuveen California Amt-Free Quality Municipal Income Fund | 28.8K | ±0% | $360.4K | 0.1% |
TEVATeva Pharmaceutical Industries Ltd | 10.5K | +0.0% | $356K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 1.5K | +0.5% | $355.9K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | 5.5K | ±0% | $352.2K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 4.1K | +4.0% | $350K | 0.1% |
PGPROCTER & GAMBLE Co | 2.4K | −0.2% | $348.6K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 1K | +0.3% | $347.8K | 0.1% |
RKLBRocket Lab Corp | 3.4K | New | $344.2K | 0.1% |
VANGUARD WORLD FDMEGA CAP VAL ETF | 2.1K | ±0% | $343.6K | 0.1% |
NKENIKE, Inc. | 8K | +64.0% | $329.5K | 0.1% |
AGNCAGNC Investment Corp. | 29.7K | +18.3% | $323.8K | 0.1% |
DUKDuke Energy CORP | 2.6K | +1.3% | $322.8K | 0.1% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP V | 8K | +2.5% | $322.4K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3.7K | +519.1% | $318.9K | 0.1% |
ISHARES TRUS HLTHCARE ETF | 4.7K | −0.0% | $315.3K | 0.1% |
BBVABanco Bilbao Vizcaya Argentaria, S.A. | 12.5K | −0.5% | $313.5K | 0.1% |
ALPS ETF TRALERIAN MLP | 5.8K | −7.2% | $302.3K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 2.6K | ±0% | $300.8K | 0.1% |
PROSHARES TRULTRA FNCLS NEW | 3.5K | ±0% | $300.4K | 0.1% |
XELXcel Energy Inc | 3.6K | +0.2% | $291.8K | 0.1% |
SLViShares Silver Trust | 5.3K | +27.7% | $285.9K | 0.1% |
ENERGY TRANSFER L P9.250% FXD PFD I | 24.5K | ±0% | $280.8K | 0.1% |
TOLToll Brothers, Inc. | 1.7K | +11.4% | $277.9K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 8.7K | +11.9% | $277.4K | 0.1% |
SOSouthern Co | 2.9K | −2.7% | $274.8K | 0.1% |
ISHARES INCCORE MSCI EMKT | 3.3K | ±0% | $273.1K | 0.1% |
XYZBlock, Inc. | 3.5K | −5.7% | $267.7K | 0.1% |
BFLYButterfly Network, Inc. | 31.7K | ±0% | $267.1K | 0.1% |
TGTTarget Corp | 2K | −4.3% | $258.7K | 0.1% |
UNPUnion Pacific Corp | 951 | +3.0% | $258.6K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 3.3K | ±0% | $254.9K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 334 | New | $254.9K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 9.2K | +3.4% | $254.7K | 0.1% |
DALDelta Air Lines, Inc. | 2.7K | New | $253.8K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 2.7K | −2.4% | $251.9K | 0.1% |
GNLGlobal Net Lease, Inc. | 27.4K | +8.3% | $244.6K | 0.1% |
SHWSherwin Williams Co | 703 | −0.3% | $242.1K | 0.1% |
OUSTOuster, Inc. | 3.8K | New | $239.3K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 4.4K | New | $236.8K | 0.1% |
GRABGrab Holdings Ltd | 61.6K | +366.7% | $232.2K | 0.1% |
PEPPepsiCo Inc | 1.7K | +1.5% | $231.4K | 0.1% |
FCXFreeport-McMoran Inc | 3.6K | +0.0% | $228.6K | 0.1% |
MITKMitek Systems Inc | 11.3K | ±0% | $228.2K | 0.1% |
ISHARES TRMSCI INTL MOMENT | 4.3K | ±0% | $227.9K | 0.1% |
CSCOCisco Systems, Inc. | 1.9K | New | $226.8K | 0.1% |
FDXFedEx Corp | 724 | +0.8% | $226.6K | 0.1% |
ISHARES TRCORE 80 20 ETF | 2.3K | New | $224.5K | 0.1% |
MLIMueller Industries Inc | 1.8K | New | $223.2K | 0.1% |
METMetLife Inc | 2.6K | New | $220.7K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 1.8K | New | $217.2K | 0.1% |
BXPBXP, Inc. | 3.3K | New | $215.5K | 0.1% |
WECWEC Energy Group, Inc. | 1.8K | +0.8% | $214.5K | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS VA | 5K | New | $212.2K | 0.1% |
GRANITESHARES ETF TR2X LONG UBER | 14.1K | +24.8% | $210.1K | 0.1% |
KOCoca Cola Co | 2.6K | New | $207.2K | 0.1% |
KMBKimberly Clark Corp | 1.9K | New | $205.5K | 0.1% |
KEYKeyCorp | 8.8K | New | $202.8K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 2.5K | New | $202.2K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 890 | New | $202.1K | 0.1% |
STWDStarwood Property Trust, Inc. | 11.3K | +4.6% | $185.9K | 0.1% |
GERNGeron Corp | 117.4K | +4.4% | $150.3K | 0.1% |
PLUGPlug Power Inc | 40.7K | +10.7% | $110.4K | 0.1% |
SOUNSoundhound AI, Inc. | 16.8K | New | $108.4K | 0.1% |
LYGLloyds Banking Group plc | 17.9K | ±0% | $104.6K | 0.1% |
PROSHARES TRULTRA BITCON ETF | 10K | New | $81.2K | 0.1% |
PPTFranklin Premier Income Trust | 22.4K | ±0% | $78.3K | 0.1% |
MBOTMicrobot Medical Inc. | 36.6K | +57.4% | $71.4K | 0.1% |
TMCTMC the metals Co Inc. | 10K | ±0% | $44.3K | 0.1% |
MAIAMAIA Biotechnology, Inc. | 21.8K | New | $31.3K | 0.1% |
RRRichtech Robotics Inc. | 13.5K | New | $28.5K | 0.1% |
KSCPKnightscope, Inc. | 11.4K | New | $24.1K | 0.1% |
LCTXLineage Cell Therapeutics, Inc. | 10.5K | ±0% | $13.8K | 0.1% |
VANIVivani Medical, Inc. | 10K | ±0% | $12.4K | 0.1% |
HUMAHumacyte, Inc. | 14.4K | +9.9% | $11.3K | 0.1% |
