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Lynx Investment Advisory

Latest statistics and disclosures from Lynx Investment Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, IJH, AAPL, IGRO, GLD, and represent 20.21% of Lynx Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: SPY, VCRB, NOBL, BIV, EIX, CAG, ADBE, DFAS, FEZ, DFAC.
Started 13 new stock positions in DFAC, CAG, VT, ADBE, DIS, TSM, DKS, MFSI, DFAS, RYN. EIX, JNJ, PCH.
Reduced shares in these 10 stocks: TSLA, , CGW, , SHEL, IXJ, PYPL, XLV, IXG, XMHQ.
Sold out of its positions in DVN, FANG, FLR, RSP, XMHQ, IXJ, IXG, ICLN, PYPL, SHEL.
Lynx Investment Advisory was a net buyer of stock by $3.0M.
Lynx Investment Advisory has $167M in assets under management (AUM), dropping by 9.17%.
Central Index Key (CIK): 0002028812

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Positions held by Lynx Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lynx Investment Advisory

Lynx Investment Advisory holds 150 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Quality Etf Etf (SPHQ)	5.4	$9.0M		123k	73.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	4.0	$6.6M		101k	65.26	View chart
Apple Stock (AAPL)	3.9	$6.5M		26k	254.62	View chart
Ishares Intl Dividend Growth Etf Etf (IGRO)	3.5	$5.9M		74k	79.68	View chart
Spdr Gold Shares Etf Etf (GLD)	3.5	$5.8M	+4%	16k	355.47	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	3.3	$5.5M	+10%	54k	103.07	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	3.2	$5.3M	+5%	69k	76.45	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	3.1	$5.3M	+2%	145k	36.35	View chart
Microsoft Corp Stock (MSFT)	2.9	$4.9M		9.4k	517.95	View chart
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)	2.5	$4.2M	-2%	146k	28.75	View chart
Ishares Gold Trust Etf (IAU)	2.2	$3.7M		51k	72.77	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	2.1	$3.6M		62k	57.19	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.1	$3.5M		15k	243.08	View chart
Spdr S&p 500 Etf Etf (SPY)	2.1	$3.4M	+37%	5.2k	666.12	View chart
Amazon Stock (AMZN)	2.0	$3.3M		15k	219.57	View chart
Mastercard Incorporated Cl A Stock (MA)	1.9	$3.2M	-2%	5.5k	569.00	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$2.8M		5.6k	502.72	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.7	$2.8M	+22%	36k	78.09	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	1.4	$2.4M	+8%	48k	49.45	View chart
Vanguard Core Bond Etf Etf (VCRB)	1.4	$2.4M	+54%	30k	78.41	View chart
Nvidia Corporation Stock (NVDA)	1.2	$2.0M	-6%	11k	186.58	View chart
Vanguard Ftse Dev Mkts Etf Etf (VEA)	1.2	$2.0M		34k	59.92	View chart
Ishares Global Timber & Forestry Etf Etf (WOOD)	1.2	$1.9M		26k	73.41	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.9	$1.6M	+15%	11k	140.87	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.9	$1.5M	-21%	24k	64.24	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$1.4M		1.9k	734.37	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.8	$1.3M	+19%	15k	89.34	View chart
Sei Select International Equity Etf Etf (SEIE)	0.8	$1.3M	+2%	44k	30.51	View chart
Visa Inc Com Cl A Stock (V)	0.8	$1.3M		3.9k	341.40	View chart
Pfizer Stock (PFE)	0.8	$1.3M		49k	25.48	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$1.3M		17k	74.37	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.7	$1.2M	+27%	61k	19.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$1.1M	-5%	1.8k	612.46	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.7	$1.1M	-10%	21k	53.87	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.7	$1.1M	-14%	42k	26.34	View chart
Oge Energy Corp Stock (OGE)	0.7	$1.1M	-3%	24k	46.27	View chart
Conocophillips Stock (COP)	0.6	$1.0M	-3%	11k	94.58	View chart
Aes Corp Stock (AES)	0.6	$980k	-4%	75k	13.16	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.6	$980k	-21%	7.0k	139.18	View chart
Chevron Corp Stock (CVX)	0.6	$978k	-2%	6.3k	155.28	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.6	$950k	-12%	11k	87.21	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.6	$948k	-4%	9.5k	99.52	View chart
Janus Henderson Group Plc Ord Stock (JHG)	0.6	$926k	-3%	21k	44.51	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.6	$921k		3.4k	270.87	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$911k		3.7k	243.54	View chart
Verizon Communications Stock (VZ)	0.5	$911k		21k	43.95	View chart
Uber Technologies Stock (UBER)	0.5	$908k		9.3k	97.97	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.5	$908k	+12%	37k	24.33	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$906k	-3%	29k	31.53	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.5	$867k	-12%	34k	25.85	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$854k		2.7k	315.40	View chart
International Business Machs Stock (IBM)	0.5	$823k	-16%	2.9k	282.16	View chart
Vanguard Ftse Emrg Mkts Etf Etf (VWO)	0.5	$803k		15k	54.18	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.5	$785k	-21%	13k	59.21	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.5	$775k	+20%	17k	45.40	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.5	$767k	-4%	24k	31.38	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.5	$762k	+19%	20k	38.90	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$738k		4.0k	182.50	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$716k	+2%	2.5k	281.82	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$715k		958.00	746.29	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$692k		1.4k	479.61	View chart
Oracle Corp Stock (ORCL)	0.4	$685k		2.4k	281.29	View chart
Old Rep Intl Corp Stock (ORI)	0.4	$647k	-3%	15k	42.48	View chart
Tesla Stock (TSLA)	0.4	$630k	-45%	1.4k	444.74	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.4	$619k	+80%	10k	62.12	View chart
First Amern Finl Corp Stock (FAF)	0.4	$606k	-3%	9.4k	64.20	View chart
Huntington Bancshares Stock (HBAN)	0.4	$597k	-3%	35k	17.27	View chart
Sei Select Small Cap Etf Etf (SEIS)	0.4	$595k	+3%	21k	27.95	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$573k	-3%	2.9k	200.68	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.3	$571k	-3%	7.3k	78.37	View chart
Netflix Stock (NFLX)	0.3	$560k	-9%	467.00	1199.00	View chart
Price T Rowe Group Stock (TROW)	0.3	$532k	-3%	5.2k	102.80	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$525k	-4%	19k	27.90	View chart
Regions Financial Corp Stock (RF)	0.3	$517k	-3%	20k	26.36	View chart
Edison Intl Stock (EIX)	0.3	$512k	NEW	9.3k	55.28	View chart
Fidelity National Financial In Stock (FNF)	0.3	$504k	-4%	8.3k	60.48	View chart
Caterpillar Stock (CAT)	0.3	$498k		1.0k	477.00	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$497k		17k	29.11	View chart
Apa Corporation Stock (APA)	0.3	$487k	-3%	20k	24.28	View chart
Sei Select Emerging Markets Equity Etf Etf (SEEM)	0.3	$478k		16k	30.22	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$471k	-2%	15k	31.91	View chart
Abbvie Stock (ABBV)	0.3	$463k		2.0k	231.50	View chart
Citizens Finl Group Stock (CFG)	0.3	$458k	-3%	8.6k	53.17	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$452k		753.00	600.55	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$448k		9.0k	50.07	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$440k		8.0k	55.33	View chart
International Paper Stock (IP)	0.3	$436k	-3%	9.4k	46.40	View chart
Procter And Gamble Stock (PG)	0.3	$421k		2.7k	153.67	View chart
Walmart Stock (WMT)	0.3	$420k		4.1k	103.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$412k		615.00	669.14	View chart
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE)	0.2	$394k		5.6k	70.42	View chart
United Bankshares Inc West Va Stock (UBSI)	0.2	$381k	-4%	10k	37.21	View chart
Ford Mtr Stock (F)	0.2	$376k	-2%	32k	11.96	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.2	$374k	+26%	9.7k	38.68	View chart
Invesco Water Resources Etf Etf (PHO)	0.2	$372k		5.2k	72.11	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$368k	+4%	7.4k	49.46	View chart
Conagra Brands Stock (CAG)	0.2	$366k	NEW	20k	18.32	View chart
Us Bancorp Del Stock (USB)	0.2	$366k	-3%	7.6k	48.33	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$362k	+4%	13k	26.95	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$358k		1.7k	215.84	View chart
Goldman Sachs Group Stock (GS)	0.2	$350k		439.00	796.33	View chart
Advanced Micro Devices Stock (AMD)	0.2	$347k		2.1k	161.80	View chart
Zions Bancorporation N A Stock (ZION)	0.2	$345k	-4%	6.1k	56.59	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.2	$344k		4.3k	80.17	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$343k	-3%	6.8k	50.63	View chart
Nexstar Media Group Stock (NXST)	0.2	$342k	-4%	1.7k	197.71	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.2	$341k		5.5k	62.26	View chart
Comerica Stock (CMA)	0.2	$339k	-3%	4.9k	68.53	View chart
Adobe Stock (ADBE)	0.2	$338k	NEW	958.00	353.00	View chart
Merck & Co Stock (MRK)	0.2	$333k		4.0k	83.93	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$332k		3.0k	111.19	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.2	$331k		7.8k	42.23	View chart
Home Depot Stock (HD)	0.2	$328k		809.00	405.20	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	0.2	$327k		1.9k	171.24	View chart
Cisco Sys Stock (CSCO)	0.2	$323k		4.7k	68.42	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$321k		2.1k	155.46	View chart
Best Buy Stock (BBY)	0.2	$321k	-3%	4.2k	75.62	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$316k	+64%	8.5k	37.29	View chart
Costco Whsl Corp Stock (COST)	0.2	$315k		340.00	925.50	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$313k		4.8k	65.92	View chart
Interpublic Group Cos Stock (IPG)	0.2	$308k	-3%	11k	27.91	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.2	$302k	+53%	12k	24.81	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$302k	+4%	13k	23.94	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$301k		976.00	307.96	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$300k		1.4k	220.86	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$282k	NEW	4.1k	68.47	View chart
Bank America Corp Stock (BAC)	0.2	$281k	-16%	5.4k	51.59	View chart
Vanguard Value Etf Etf (VTV)	0.2	$279k		1.5k	186.26	View chart
Ishares Global Energy Etf Etf (IXC)	0.2	$274k		6.6k	41.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$274k		3.1k	87.31	View chart
Chord Energy Corporation Stock (CHRD)	0.2	$272k	-4%	2.7k	99.36	View chart
Ge Aerospace Stock (GE)	0.2	$261k		868.00	300.86	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.2	$259k	NEW	6.7k	38.56	View chart
Unitedhealth Group Stock (UNH)	0.2	$251k	-6%	728.00	345.30	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$245k	+4%	2.6k	95.15	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$242k	NEW	868.00	279.29	View chart
Totalenergies Se Adr (TTE)	0.1	$242k		4.0k	59.70	View chart
Kkr & Co Stock (KKR)	0.1	$241k		1.9k	130.00	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$238k	-5%	917.00	259.59	View chart
Potlatchdeltic Corporation Reit (PCH)	0.1	$232k	NEW	5.7k	40.75	View chart
Johnson & Johnson Stock (JNJ)	0.1	$232k	NEW	1.3k	185.41	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$231k		4.4k	52.06	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$230k		9.4k	24.40	View chart
Disney Walt Stock (DIS)	0.1	$223k	NEW	2.0k	114.51	View chart
Franklin Resources Stock (BEN)	0.1	$222k	-3%	9.6k	23.13	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$217k	NEW	1.6k	137.79	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$212k		1.8k	119.93	View chart
Mfs Active International Etf Etf (MFSI)	0.1	$207k	NEW	7.0k	29.54	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$203k	NEW	912.00	222.17	View chart
Rayonier Reit (RYN)	0.1	$201k	NEW	7.6k	26.54	View chart

Past Filings by Lynx Investment Advisory

SEC 13F filings are viewable for Lynx Investment Advisory going back to 2024

Lynx Investment Advisory 2025 Q3 filed Nov. 6, 2025
Lynx Investment Advisory 2025 Q2 filed July 18, 2025
Lynx Investment Advisory 2025 Q1 filed June 16, 2025
Lynx Investment Advisory 2024 Q4 filed Feb. 11, 2025
Lynx Investment Advisory 2024 Q3 filed Nov. 4, 2024
Lynx Investment Advisory 2024 Q2 filed July 9, 2024

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