Lynch Investment Planning
Latest statistics and disclosures from Lynch Investment Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, SPY, BSV, DUHP, IEFA, and represent 47.06% of Lynch Investment Planning's stock portfolio.
- Added to shares of these 10 stocks: BSV, BOND, VTV, IJR, SPY, IEFA, AMD, AGG, DIA, VCRM.
- Started 4 new stock positions in PWR, CAT, AMD, TBUX.
- Reduced shares in these 10 stocks: Honeywell International, , AAPL, OEF, XMMO, DFAU, IJH, HD, ITW, MSFT.
- Sold out of its positions in XOM, Honeywell International.
- Lynch Investment Planning was a net buyer of stock by $8.3M.
- Lynch Investment Planning has $130M in assets under management (AUM), dropping by 16.96%.
- Central Index Key (CIK): 0002110354
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Portfolio Holdings for Lynch Investment Planning
Lynch Investment Planning holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 14.9 | $20M | +9% | 211k | 92.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.4 | $14M | +5% | 18k | 746.75 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.9 | $10M | +21% | 133k | 77.91 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 7.5 | $9.7M | 233k | 41.73 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $8.3M | +9% | 86k | 96.58 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.5 | $7.1M | 24k | 302.97 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.0 | $6.5M | +13% | 44k | 148.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.7 | $6.2M | +8% | 62k | 98.98 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 4.4 | $5.7M | +7% | 11k | 523.81 |
|
| Ishares Tr Core Div Grwth (DGRO) | 3.8 | $4.9M | 65k | 75.79 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 2.9 | $3.8M | -3% | 22k | 170.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $3.3M | +45% | 15k | 217.93 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.0 | $2.6M | -6% | 7.2k | 365.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | 7.0k | 357.38 |
|
|
| Apple (AAPL) | 1.7 | $2.2M | -11% | 7.7k | 289.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.8M | 2.4k | 736.35 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $1.6M | -4% | 21k | 77.11 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 1.0 | $1.3M | +42% | 18k | 76.40 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 1.0 | $1.3M | +34% | 25k | 50.66 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.2M | 1.8k | 686.90 |
|
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| Amazon (AMZN) | 0.9 | $1.2M | 4.9k | 238.35 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $1.1M | 3.1k | 373.01 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.1M | 11k | 103.88 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.1M | 2.1k | 500.36 |
|
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| JPMorgan Chase & Co. (JPM) | 0.6 | $836k | +3% | 2.6k | 327.33 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $683k | 3.4k | 200.10 |
|
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| Cisco Systems (CSCO) | 0.4 | $574k | 4.9k | 117.46 |
|
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| Deere & Company (DE) | 0.4 | $563k | 887.00 | 634.46 |
|
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| Automatic Data Processing (ADP) | 0.4 | $530k | 2.4k | 225.69 |
|
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| Wal-Mart Stores (WMT) | 0.4 | $520k | 4.6k | 113.26 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $516k | -18% | 10k | 51.69 |
|
| Advanced Micro Devices (AMD) | 0.4 | $498k | NEW | 858.00 | 580.91 |
|
| Emerson Electric (EMR) | 0.4 | $461k | 3.2k | 143.17 |
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|
| Home Depot (HD) | 0.3 | $448k | -15% | 1.3k | 352.81 |
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| Abbvie (ABBV) | 0.3 | $428k | -2% | 1.7k | 251.59 |
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| Air Products & Chemicals (APD) | 0.3 | $414k | 1.4k | 293.08 |
|
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| Wells Fargo & Company (WFC) | 0.3 | $403k | +8% | 4.9k | 82.65 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $389k | 3.5k | 110.35 |
|
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| Raytheon Technologies Corp (RTX) | 0.3 | $372k | 2.0k | 189.73 |
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| Johnson & Johnson (JNJ) | 0.3 | $340k | +10% | 1.3k | 253.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $339k | 452.00 | 748.92 |
|
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| General Dynamics Corporation (GD) | 0.2 | $314k | -4% | 886.00 | 354.24 |
|
| Broadcom (AVGO) | 0.2 | $312k | 826.00 | 377.75 |
|
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| Qualcomm (QCOM) | 0.2 | $299k | 1.6k | 184.79 |
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| Lowe's Companies (LOW) | 0.2 | $287k | 1.3k | 220.51 |
|
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| Anthem (ELV) | 0.2 | $287k | 742.00 | 386.63 |
|
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| International Business Machines (IBM) | 0.2 | $279k | 993.00 | 281.28 |
|
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| Kinder Morgan (KMI) | 0.2 | $268k | +3% | 8.4k | 31.97 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.2 | $254k | 5.1k | 50.00 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $249k | -20% | 913.00 | 272.20 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $245k | +9% | 262.00 | 933.90 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $241k | 2.3k | 106.31 |
|
|
| Caterpillar (CAT) | 0.2 | $235k | NEW | 221.00 | 1064.90 |
|
| Quanta Services (PWR) | 0.2 | $227k | NEW | 315.00 | 720.04 |
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| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 0.2 | $220k | NEW | 4.4k | 49.77 |
|
| Realty Income (O) | 0.2 | $214k | -4% | 3.4k | 62.23 |
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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 2026 Q2 filed July 17, 2026
- Lynch Investment Planning 2026 Q1 filed May 13, 2026
- Lynch Investment Planning 2025 Q4 filed Feb. 24, 2026