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 47.62% of Lynch Investment Planning's stock portfolio.
- Added to shares of these 10 stocks: BOND, IEFA, IJR, BSV, SPY, AGG, VTV, DIA, QQQM, IVV.
- Started 2 new stock positions in VONV, IVV.
- Reduced shares in these 10 stocks: OEF, IJH, DGRS, HYG, EFA, XBIL, DFAU, RTX, HD, BRK.B.
- Sold out of its positions in HYG, DGRS.
- Lynch Investment Planning was a net buyer of stock by $9.4M.
- Lynch Investment Planning has $111M in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0002110354
Tip: Access up to 7 years of quarterly data
Positions held by Lynch Investment Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lynch Investment Planning
Lynch Investment Planning holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 15.9 | $18M | +25% | 192k | 92.28 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.0 | $11M | +6% | 17k | 652.11 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.7 | $8.6M | +15% | 110k | 78.41 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 7.6 | $8.5M | 231k | 36.76 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $7.1M | +55% | 78k | 90.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.1 | $5.7M | +13% | 58k | 99.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.0 | $5.6M | +6% | 23k | 237.62 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $4.8M | +48% | 39k | 124.31 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 4.3 | $4.7M | +12% | 10k | 464.17 |
|
| Ishares Tr Core Div Grwth (DGRO) | 4.0 | $4.5M | 64k | 70.18 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 3.0 | $3.3M | +3% | 23k | 145.02 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $2.4M | -44% | 7.7k | 318.05 |
|
| Apple (AAPL) | 2.0 | $2.2M | +8% | 8.7k | 253.80 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.8 | $2.1M | +42% | 11k | 196.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.0M | 7.1k | 287.56 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.5M | -15% | 22k | 67.53 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.4M | 2.4k | 577.14 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $1.2M | -3% | 3.1k | 370.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.0M | 1.8k | 597.64 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.0M | -11% | 11k | 97.13 |
|
| Amazon (AMZN) | 0.9 | $1.0M | 4.9k | 208.28 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.0M | -3% | 2.1k | 479.17 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.9 | $955k | +4% | 19k | 50.84 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.8 | $930k | +31% | 12k | 75.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $727k | -2% | 2.5k | 294.11 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $598k | 3.4k | 174.41 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $571k | -4% | 4.6k | 124.53 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $554k | -13% | 12k | 45.12 |
|
| Deere & Company (DE) | 0.4 | $500k | 885.00 | 564.78 |
|
|
| Home Depot (HD) | 0.4 | $492k | -8% | 1.5k | 328.84 |
|
| Automatic Data Processing (ADP) | 0.4 | $481k | -4% | 2.4k | 204.87 |
|
| Emerson Electric (EMR) | 0.4 | $421k | 3.2k | 131.01 |
|
|
| Air Products & Chemicals (APD) | 0.4 | $408k | 1.4k | 290.52 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $389k | -4% | 3.5k | 110.39 |
|
| Cisco Systems (CSCO) | 0.3 | $379k | -2% | 4.9k | 77.59 |
|
| Abbvie (ABBV) | 0.3 | $379k | 1.7k | 217.45 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $378k | -10% | 2.0k | 192.90 |
|
| Wells Fargo & Company (WFC) | 0.3 | $356k | 4.5k | 79.60 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $319k | -4% | 928.00 | 343.22 |
|
| Honeywell International (HON) | 0.3 | $313k | -3% | 1.4k | 226.03 |
|
| Lowe's Companies (LOW) | 0.3 | $306k | 1.3k | 236.36 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $301k | -4% | 1.2k | 261.89 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $298k | 1.8k | 169.65 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $297k | -4% | 1.2k | 244.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $295k | NEW | 451.00 | 653.24 |
|
| Kinder Morgan (KMI) | 0.2 | $271k | 8.1k | 33.53 |
|
|
| Broadcom (AVGO) | 0.2 | $256k | -4% | 826.00 | 309.51 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.2 | $254k | -26% | 5.1k | 50.18 |
|
| International Business Machines (IBM) | 0.2 | $239k | 988.00 | 242.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $238k | -5% | 239.00 | 994.59 |
|
| Realty Income (O) | 0.2 | $221k | -9% | 3.6k | 61.45 |
|
| Anthem (ELV) | 0.2 | $216k | 739.00 | 292.57 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $212k | NEW | 2.3k | 93.74 |
|
| Qualcomm (QCOM) | 0.2 | $207k | -4% | 1.6k | 128.78 |
|
Past Filings by Lynch Investment Planning
SEC 13F filings are viewable for Lynch Investment Planning going back to 2025
- Lynch Investment Planning 2026 Q1 filed May 13, 2026
- Lynch Investment Planning 2025 Q4 filed Feb. 24, 2026