Lynch Investment Planning
Latest statistics and disclosures from Lynch Investment Planning's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002110354
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Portfolio Holdings for Lynch Investment Planning
Lynch Investment Planning holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 13.7 | $14M | 153k | 93.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.5 | $11M | 16k | 683.94 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 8.4 | $8.8M | 231k | 38.03 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.1 | $7.5M | 95k | 78.81 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.4 | $5.6M | 22k | 252.92 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.8 | $5.1M | 51k | 99.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 4.5 | $4.7M | 14k | 342.97 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $4.5M | 50k | 89.46 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.2 | $4.4M | 9.1k | 481.62 |
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| Ishares Tr Core Div Grwth (DGRO) | 4.2 | $4.4M | 63k | 69.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $3.2M | 26k | 120.18 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 2.9 | $3.0M | 22k | 138.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.2M | 7.2k | 312.99 |
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| Apple (AAPL) | 2.1 | $2.2M | 8.0k | 271.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $1.7M | 26k | 66.00 |
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| Microsoft Corporation (MSFT) | 1.5 | $1.6M | 3.2k | 483.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.5M | 2.5k | 614.27 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $1.4M | 7.4k | 190.99 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $1.2M | 12k | 96.03 |
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| Amazon (AMZN) | 1.1 | $1.1M | 4.9k | 230.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.1M | 2.2k | 502.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 1.7k | 627.17 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.9 | $919k | 18k | 51.10 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $819k | 2.5k | 322.17 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.7 | $713k | 9.4k | 75.57 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $662k | 14k | 46.80 |
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| NVIDIA Corporation (NVDA) | 0.6 | $651k | 3.5k | 186.52 |
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| Automatic Data Processing (ADP) | 0.6 | $637k | 2.5k | 258.89 |
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| Home Depot (HD) | 0.5 | $561k | 1.6k | 344.12 |
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| Wal-Mart Stores (WMT) | 0.5 | $537k | 4.8k | 111.64 |
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| Emerson Electric (EMR) | 0.4 | $427k | 3.2k | 132.72 |
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| Wells Fargo & Company (WFC) | 0.4 | $415k | 4.5k | 93.19 |
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| Deere & Company (DE) | 0.4 | $412k | 882.00 | 467.41 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $406k | 3.7k | 110.15 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $402k | 2.2k | 183.38 |
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| Abbvie (ABBV) | 0.4 | $398k | 1.7k | 228.47 |
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| Cisco Systems (CSCO) | 0.4 | $388k | 5.0k | 77.03 |
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| RBB Us Trsry 6 Mnth (XBIL) | 0.3 | $347k | 6.9k | 50.07 |
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| Air Products & Chemicals (APD) | 0.3 | $345k | 1.4k | 247.08 |
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| General Dynamics Corporation (GD) | 0.3 | $327k | 970.00 | 336.71 |
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| Lowe's Companies (LOW) | 0.3 | $311k | 1.3k | 241.13 |
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| Broadcom (AVGO) | 0.3 | $300k | 868.00 | 346.10 |
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| Illinois Tool Works (ITW) | 0.3 | $297k | 1.2k | 247.87 |
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| International Business Machines (IBM) | 0.3 | $291k | 981.00 | 296.31 |
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| Qualcomm (QCOM) | 0.3 | $287k | 1.7k | 171.05 |
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| Honeywell International (HON) | 0.3 | $280k | 1.4k | 195.03 |
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| Anthem (ELV) | 0.3 | $264k | 754.00 | 350.65 |
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| Johnson & Johnson (JNJ) | 0.3 | $262k | 1.3k | 206.96 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.2 | $237k | 4.8k | 49.62 |
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| Realty Income (O) | 0.2 | $225k | 4.0k | 56.64 |
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| Kinder Morgan (KMI) | 0.2 | $222k | 8.1k | 27.49 |
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| Costco Wholesale Corporation (COST) | 0.2 | $219k | 254.00 | 860.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $210k | 1.7k | 120.35 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $201k | 2.5k | 80.63 |
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Past Filings by Lynch Investment Planning
SEC 13F filings are viewable for Lynch Investment Planning going back to 2025
- Lynch Investment Planning 2025 Q4 filed Feb. 24, 2026