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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, IGRO, IJH, GLD, NOBL, and represent 19.57% of Lynx Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: VIG, IGRO, SPHQ, NOBL, TDTT, SCHX, SPHD, IJH, VYM, TIPX.
Started 31 new stock positions in PRU, EMN, LNC, CMCSA, BCI, VCSH, VPU, GLW, PAAA, VCIT.
Reduced shares in these 10 stocks: COP, Comerica Incorporated, MSFT, F, FEZ, RSP, IP, CAG, EFA, IAU.
Sold out of its positions in ADBE, RQI, Comerica Incorporated, CAG, DAL, DIS, F, IP, RSP, IXG. INTF, KKR, LLY, QCOM, SCHW, MOAT.
Lynx Investment Advisory was a net buyer of stock by $27M.
Lynx Investment Advisory has $209M in assets under management (AUM), dropping by 14.17%.
Central Index Key (CIK): 0002028812

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Portfolio Holdings for Lynx Investment Advisory

Lynx Investment Advisory holds 181 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
Invesco S&p 500 Quality Etf Etf (SPHQ)	5.2	$11M	+17%	146k	75.19	View chart
Ishares Intl Dividend Growth Etf Etf (IGRO)	3.9	$8.1M	+29%	97k	83.74	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.7	$7.8M	+17%	115k	67.53	View chart
Spdr Gold Shares Etf Etf (GLD)	3.5	$7.2M	+9%	17k	430.29	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	3.3	$6.9M	+24%	65k	106.01	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	3.2	$6.7M	+3%	72k	92.69	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	3.1	$6.5M	+11%	167k	38.96	View chart
Apple Stock (AAPL)	3.1	$6.5M		25k	253.79	View chart
Akre Focus Etf Etf (AKRE)	2.3	$4.7M		89k	52.85	View chart
Spdr S&p 500 Etf Etf (SPY)	2.1	$4.3M	+30%	6.7k	650.32	View chart
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)	2.0	$4.3M	-2%	133k	31.93	View chart
Ishares Gold Trust Etf (IAU)	2.0	$4.2M	-7%	48k	88.16	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.9	$4.0M	-3%	14k	287.56	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	1.8	$3.7M	+5%	63k	59.22	View chart
Vanguard Core Bond Etf Etf (VCRB)	1.7	$3.5M	+32%	45k	77.38	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	1.7	$3.5M	+57%	70k	49.61	View chart
Microsoft Corp Stock (MSFT)	1.6	$3.4M	-10%	9.3k	370.16	View chart
Amazon Stock (AMZN)	1.5	$3.1M		15k	208.27	View chart
Vanguard Ftse Dev Mkts Etf Etf (VEA)	1.5	$3.1M	+33%	49k	64.08	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$2.9M	+713%	14k	215.06	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.3	$2.8M	+66%	19k	148.18	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.3	$2.8M	+3%	36k	77.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$2.7M		5.6k	479.00	View chart
Mastercard Incorporated Cl A Stock (MA)	1.2	$2.6M	-2%	5.1k	500.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.2	$2.4M	+106%	95k	25.64	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	1.1	$2.2M	+94%	116k	19.19	View chart
Ishares Global Timber & Forestry Etf Etf (WOOD)	1.0	$2.1M		30k	70.95	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	1.0	$2.1M	+153%	87k	24.24	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.9	$1.8M		30k	61.26	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.7M	+25%	23k	73.64	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.8	$1.7M		26k	63.94	View chart
Pfizer Stock (PFE)	0.7	$1.5M	+10%	54k	28.08	View chart
Nvidia Corporation Stock (NVDA)	0.7	$1.5M	-8%	8.6k	174.40	View chart
Sei Select International Equity Etf Etf (SEIE)	0.6	$1.3M	-3%	41k	32.59	View chart
Verizon Communications Stock (VZ)	0.6	$1.3M	+26%	26k	50.21	View chart
Oge Energy Corp Stock (OGE)	0.6	$1.2M		24k	47.96	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.1M	-4%	3.7k	302.00	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.5	$1.1M	+33%	33k	33.97	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$1.1M		3.7k	286.87	View chart
Aes Corp Stock (AES)	0.5	$1.1M		75k	14.09	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.5	$1.1M		3.2k	328.94	View chart
Vanguard Ftse Emrg Mkts Etf Etf (VWO)	0.5	$1.0M	+16%	19k	54.05	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$991k	+75%	29k	33.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$972k	-12%	1.6k	597.53	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.5	$959k	+116%	5.8k	165.74	View chart
Conocophillips Stock (COP)	0.5	$957k	-32%	7.3k	132.00	View chart
Apa Corporation Stock (APA)	0.5	$955k	+13%	23k	42.44	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.5	$946k	-5%	21k	45.89	View chart
Chevron Corporation Stock (CVX)	0.4	$928k		4.5k	206.88	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.4	$925k		22k	41.50	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.4	$901k		12k	74.67	View chart
Janus Henderson Group Plc Ord Stock (JHG)	0.4	$896k	-15%	17k	51.37	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$895k	-4%	1.6k	572.11	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.4	$888k	-9%	18k	49.37	View chart
Franklin Ftse India Etf Etf (FLIN)	0.4	$865k	+36%	26k	33.22	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.4	$849k		19k	45.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$848k	+5%	2.9k	294.17	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.4	$809k	-15%	8.1k	99.44	View chart
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)	0.4	$795k	NEW	33k	24.11	View chart
Caterpillar Stock (CAT)	0.4	$780k		1.1k	708.50	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.4	$757k	+15%	30k	25.62	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$726k	+15%	1.7k	436.79	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$719k	+21%	3.5k	207.91	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$713k	-9%	4.9k	146.60	View chart
Ishares Global Energy Etf Etf (IXC)	0.3	$706k		12k	57.62	View chart
Edison Intl Stock (EIX)	0.3	$697k	+3%	9.5k	73.18	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$678k		5.1k	132.90	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.3	$668k	+127%	9.4k	71.13	View chart
Uber Technologies Stock (UBER)	0.3	$666k		9.3k	71.93	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$662k		949.00	697.51	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$652k	+97%	9.3k	69.75	View chart
Old Rep Intl Corp Stock (ORI)	0.3	$647k	+7%	16k	39.89	View chart
Netflix Stock (NFLX)	0.3	$647k	+5%	6.7k	96.16	View chart
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE)	0.3	$642k	+60%	8.9k	71.74	View chart
Sei Select Small Cap Etf Etf (SEIS)	0.3	$632k	+2%	23k	27.62	View chart
Vanguard Value Etf Etf (VTV)	0.3	$618k	+106%	3.2k	196.20	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$617k	+38%	12k	49.89	View chart
Invesco Water Resources Etf Etf (PHO)	0.3	$608k		9.1k	66.86	View chart
Ishares Msci China Etf Etf (MCHI)	0.3	$607k	+30%	11k	56.20	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.3	$595k	+30%	6.9k	86.71	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$591k	-2%	20k	29.00	View chart
Tesla Stock (TSLA)	0.3	$587k	+8%	1.6k	371.77	View chart
Eastman Chem Stock (EMN)	0.3	$587k	NEW	7.7k	76.33	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$587k		4.0k	146.33	View chart
Weyerhaeuser Reit (WY)	0.3	$580k		24k	24.44	View chart
First Amern Finl Corp Stock (FAF)	0.3	$569k		9.4k	60.30	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$564k	+96%	6.2k	90.53	View chart
Huntington Bancshares Stock (HBAN)	0.3	$544k		35k	15.65	View chart
International Business Machs Stock (IBM)	0.3	$543k	-21%	2.2k	242.38	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$530k	NEW	2.0k	261.93	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$524k	+139%	4.9k	106.15	View chart
Regions Financial Corp Stock (RF)	0.2	$520k	+2%	20k	26.12	View chart
Citizens Finl Group Stock (CFG)	0.2	$519k		8.7k	59.97	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$507k	+65%	4.6k	110.32	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$503k	-4%	17k	30.50	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.2	$501k	+40%	6.0k	83.57	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$499k		6.1k	81.98	View chart
Sei Select Emerging Markets Equity Etf Etf (SEEM)	0.2	$499k		15k	32.75	View chart
Walmart Stock (WMT)	0.2	$496k		4.0k	124.33	View chart
Advanced Micro Devices Stock (AMD)	0.2	$472k	+2%	2.3k	203.50	View chart
Price T Rowe Group Stock (TROW)	0.2	$468k		5.2k	90.04	View chart
Procter & Gamble Stock (PG)	0.2	$464k	+19%	3.2k	144.50	View chart
Vanguard Total Stock Mkt Etf Etf (VTI)	0.2	$460k	NEW	1.4k	320.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$453k	+9%	16k	29.13	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$446k	+3%	9.3k	48.00	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$444k		4.6k	97.23	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$437k	+2%	16k	26.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$436k		755.00	577.18	View chart
Chord Energy Corporation Stock (CHRD)	0.2	$434k	+12%	3.1k	142.20	View chart
United Bankshares Inc West Va Stock (UBSI)	0.2	$428k		10k	41.42	View chart
General Mills Stock (GIS)	0.2	$420k	+89%	11k	37.24	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$418k	-47%	6.7k	62.08	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.2	$410k	+4%	11k	36.00	View chart
Abbvie Stock (ABBV)	0.2	$408k	-6%	1.9k	217.50	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$406k	NEW	2.8k	145.93	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$404k		619.00	652.90	View chart
Merck & Co Stock (MRK)	0.2	$400k	-12%	3.3k	120.29	View chart
Us Bancorp Stock (USB)	0.2	$398k	+3%	7.6k	52.00	View chart
Fidelity Natl Finl Stock (FNF)	0.2	$392k		8.4k	46.39	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.2	$386k	NEW	2.7k	145.79	View chart
Cisco Sys Stock (CSCO)	0.2	$377k	-3%	4.9k	77.60	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$377k	NEW	13k	28.71	View chart
Vanguard St Bond Etf Etf (BSV)	0.2	$374k	NEW	4.8k	78.41	View chart
Oracle Corp Stock (ORCL)	0.2	$373k	+5%	2.5k	147.00	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$373k	+4%	16k	23.33	View chart
HP Stock (HPQ)	0.2	$366k	NEW	19k	19.21	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$362k	NEW	4.4k	82.75	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.2	$361k	+7%	8.7k	41.72	View chart
Lincoln Natl Corp Ind Stock (LNC)	0.2	$356k	NEW	10k	35.52	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$356k	NEW	9.7k	36.76	View chart
Zions Bancorporation Natl Assn Stock (ZION)	0.2	$353k		6.1k	57.62	View chart
Goldman Sachs Group Stock (GS)	0.2	$333k	-2%	394.00	846.00	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$333k	-26%	5.9k	56.58	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$332k	NEW	5.5k	60.65	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$329k		330.00	996.00	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.2	$325k		5.6k	58.48	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$320k	NEW	1.1k	287.13	View chart
Nexstar Media Group Stock (NXST)	0.2	$317k		1.8k	180.86	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$309k		1.3k	229.78	View chart
Johnson & Johnson Stock (JNJ)	0.1	$300k		1.2k	244.44	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$298k	-3%	1.8k	169.67	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$297k	-2%	6.1k	48.76	View chart
Prudential Finl Stock (PRU)	0.1	$296k	NEW	3.0k	97.67	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$293k		980.00	298.97	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$289k		856.00	337.95	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$288k	NEW	12k	24.50	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$281k		3.0k	95.00	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$277k	NEW	1.3k	217.25	View chart
Best Buy Stock (BBY)	0.1	$274k	+2%	4.3k	64.23	View chart
Home Depot Stock (HD)	0.1	$271k		824.00	328.80	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.1	$269k	NEW	6.1k	44.45	View chart
Rayonier Reit (RYN)	0.1	$269k		13k	20.62	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$265k		2.2k	120.00	View chart
Vanguard St Corp Bond Etf Etf (VCSH)	0.1	$263k	NEW	3.3k	79.27	View chart
Applied Matls Stock (AMAT)	0.1	$258k	NEW	755.00	342.00	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$258k	NEW	1.3k	198.14	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	0.1	$257k	-22%	1.5k	171.68	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$254k	-57%	2.6k	97.13	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$252k		926.00	272.34	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$252k	-3%	6.5k	38.86	View chart
Franklin Resources Stock (BEN)	0.1	$249k	+10%	11k	23.62	View chart
Ge Aerospace Stock (GE)	0.1	$247k		870.00	283.71	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$246k	-49%	1.2k	197.24	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$239k	NEW	4.7k	51.00	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$233k	+9%	3.6k	65.68	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$233k	NEW	7.2k	32.22	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$233k	+6%	1.7k	138.35	View chart
Honeywell Intl Stock (HON)	0.1	$232k	-6%	1.0k	226.03	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$231k	-45%	4.6k	49.95	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$227k		4.5k	50.81	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$226k	-17%	9.3k	24.27	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.1	$214k	NEW	4.6k	46.40	View chart
Corning Stock (GLW)	0.1	$214k	NEW	1.6k	135.95	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$214k	NEW	2.8k	75.11	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$213k		838.00	254.00	View chart
Mfs Active International Etf Etf (MFSI)	0.1	$208k		7.0k	29.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$202k	NEW	2.3k	88.70	View chart
Pepsico Stock (PEP)	0.1	$201k	NEW	1.3k	155.29	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.1	$201k	NEW	8.1k	25.00	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$201k	NEW	2.4k	83.20	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.1	$201k	NEW	1.1k	175.92	View chart

Past Filings by Lynx Investment Advisory

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

Lynx Investment Advisory 2026 Q1 filed April 24, 2026
Lynx Investment Advisory 2025 Q4 filed Feb. 5, 2026
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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