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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, AAPL, IGRO, VEA, SPY, and represent 15.36% of Lynx Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: VEA, VSS, VCIT, VTI, VT, VB, VCSH, NOBL, VO, VNQ.
Started 53 new stock positions in GEV, IVW, PH, IXJ, VXUS, XSW, NVS, TMO, VOT, UPS.
Reduced shares in these 10 stocks: AKRE, IJH, Janus Henderson Group Plc Ord, SPHD, FGD, TDTT, SPHQ, SOXX, BIV, .
Sold out of its positions in XOM, Honeywell International, PEP, Janus Henderson Group Plc Ord.
Lynx Investment Advisory was a net buyer of stock by $88M.
Lynx Investment Advisory has $305M in assets under management (AUM), dropping by 45.87%.
Central Index Key (CIK): 0002028812

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Portfolio Holdings for Lynx Investment Advisory

Lynx Investment Advisory holds 230 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
Invesco S&p 500 Quality Etf Etf (SPHQ)	4.2	$13M	-3%	141k	90.10	View chart
Apple Stock (AAPL)	3.2	$9.6M	+31%	33k	289.37	View chart
Ishares Intl Dividend Growth Etf Etf (IGRO)	2.9	$8.8M	+2%	100k	87.90	View chart
Vanguard Ftse Dev Mkts Etf Etf (VEA)	2.7	$8.2M	+136%	115k	71.25	View chart
Spdr S&p 500 Etf Etf (SPY)	2.5	$7.6M	+51%	10k	746.74	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	2.3	$7.0M	+2%	170k	41.25	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.3	$7.0M	-21%	90k	77.11	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	2.1	$6.5M	+79%	116k	56.16	View chart
Spdr Gold Shares Etf Etf (GLD)	2.0	$6.2M		17k	368.38	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	1.9	$5.7M		71k	79.42	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$5.3M	+5%	15k	357.38	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	1.5	$4.5M	+1011%	30k	154.29	View chart
Vanguard Total Stock Mkt Etf Etf (VTI)	1.4	$4.3M	+711%	12k	370.03	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	1.4	$4.3M		63k	67.56	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.4	$4.2M	+1067%	51k	82.65	View chart
Vanguard Small-cap Etf Etf (VB)	1.3	$4.0M	+545%	13k	303.12	View chart
Ishares Gold Trust Etf (IAU)	1.3	$3.9M	+7%	51k	75.51	View chart
Vanguard Total World Stock Etf Etf (VT)	1.3	$3.8M	+1354%	24k	156.95	View chart
Microsoft Corp Stock (MSFT)	1.3	$3.8M	+10%	10k	373.03	View chart
Amazon Stock (AMZN)	1.2	$3.7M	+2%	15k	238.34	View chart
Vanguard Core Bond Etf Etf (VCRB)	1.2	$3.6M	+4%	47k	77.23	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.2	$3.6M	+117%	49k	73.41	View chart
Mastercard Incorporated Cl A Stock (MA)	1.2	$3.6M	+35%	7.0k	514.00	View chart
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)	1.2	$3.5M	-17%	110k	31.99	View chart
Vanguard St Corp Bond Etf Etf (VCSH)	1.1	$3.4M	+1205%	43k	79.03	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.1	$3.4M	+6%	14k	236.61	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.0	$3.0M		19k	158.01	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	1.0	$3.0M	+36%	158k	18.93	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.0	$3.0M	+1247%	31k	96.43	View chart
Vanguard Mid-cap Etf Etf (VO)	0.9	$2.9M	+3127%	36k	80.57	View chart
Vanguard Ftse Emrg Mkts Etf Etf (VWO)	0.9	$2.8M	+153%	48k	59.69	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.9	$2.8M		95k	29.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$2.8M		5.6k	500.00	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.9	$2.7M	-23%	53k	50.84	View chart
Vanguard Value Etf Etf (VTV)	0.9	$2.6M	+280%	12k	217.93	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.8	$2.5M	+828%	56k	44.85	View chart
Rtx Corporation Stock (RTX)	0.8	$2.5M	NEW	13k	189.73	View chart
Akre Focus Etf Etf (AKRE)	0.8	$2.4M	-48%	46k	53.19	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$2.4M	-12%	32k	76.70	View chart
Ishares Global Timber & Forestry Etf Etf (WOOD)	0.7	$2.1M	+6%	32k	66.24	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.7	$2.0M	NEW	13k	156.97	View chart
Nvidia Corporation Stock (NVDA)	0.7	$2.0M	+17%	10k	200.09	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.6	$1.8M	NEW	9.2k	197.60	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.6	$1.7M	-16%	2.7k	639.77	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.6	$1.7M	+321%	41k	41.73	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.6	$1.7M		26k	65.73	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$1.7M	+42%	42k	40.21	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.5	$1.7M	NEW	17k	96.37	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.5	$1.7M	-20%	70k	23.91	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$1.6M	+73%	5.0k	327.50	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.5	$1.6M		30k	53.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$1.6M	+38%	2.3k	686.81	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.5M	+19%	4.4k	343.00	View chart
Alerian Mlp Etf Etf (AMLP)	0.5	$1.5M	NEW	29k	51.85	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.5M	+515%	18k	83.75	View chart
Pfizer Stock (PFE)	0.5	$1.4M	+9%	60k	24.08	View chart
Sei Select International Equity Etf Etf (SEIE)	0.5	$1.4M	-2%	40k	35.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.3M		3.8k	353.34	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.4	$1.3M	NEW	22k	58.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$1.3M	+326%	5.4k	242.99	View chart
Truist Finl Corp Stock (TFC)	0.4	$1.3M	NEW	26k	49.83	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.4	$1.3M	+56%	13k	99.38	View chart
Verizon Communications Stock (VZ)	0.4	$1.3M	+14%	30k	42.34	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$1.2M	+739%	14k	86.14	View chart
Advanced Micro Devices Stock (AMD)	0.4	$1.2M	-11%	2.1k	580.88	View chart
Oge Energy Corp Stock (OGE)	0.4	$1.2M		24k	48.67	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.4	$1.2M	NEW	23k	50.49	View chart
Pnc Finl Svcs Group Stock (PNC)	0.4	$1.1M	+31%	4.5k	246.15	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.4	$1.1M	NEW	26k	42.78	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.4	$1.1M	-8%	30k	36.84	View chart
Aes Corp Stock (AES)	0.4	$1.1M		75k	14.66	View chart
Eaton Vance Enhanced Equity Cef (EOI)	0.4	$1.1M	NEW	56k	19.66	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.4	$1.1M	+4%	6.1k	176.55	View chart
Chevron Corporation Stock (CVX)	0.3	$1.1M	+41%	6.4k	165.77	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.3	$1.0M	-2%	22k	48.00	View chart
Caterpillar Stock (CAT)	0.3	$1.0M	-11%	972.00	1065.00	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.3	$1.0M	NEW	36k	28.96	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$1.0M	+102%	9.3k	109.40	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.3	$1.0M	NEW	46k	22.04	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.3	$1.0M	NEW	49k	20.49	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.3	$992k	-5%	18k	56.15	View chart
Vanguard St Bond Etf Etf (BSV)	0.3	$986k	+165%	13k	77.91	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.3	$956k		18k	53.61	View chart
Cisco Sys Stock (CSCO)	0.3	$954k	+67%	8.1k	117.46	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$953k		5.0k	190.51	View chart
Walmart Stock (WMT)	0.3	$947k	+109%	8.4k	113.33	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.3	$939k		21k	45.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$930k	+5%	1.7k	563.29	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$908k	+700%	7.6k	119.52	View chart
Franklin Ftse India Etf Etf (FLIN)	0.3	$906k	-2%	26k	35.57	View chart
International Business Machs Stock (IBM)	0.3	$858k	+36%	3.1k	281.19	View chart
Ishares China Large-cap Etf Etf (FXI)	0.3	$842k	NEW	27k	31.59	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.3	$817k	+5%	9.9k	82.32	View chart
Citizens Finl Group Stock (CFG)	0.3	$796k	+31%	11k	70.06	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.3	$792k	-2%	12k	67.30	View chart
Procter & Gamble Stock (PG)	0.3	$792k	+68%	5.4k	146.50	View chart
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)	0.3	$786k		33k	23.78	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$786k	+189%	7.6k	103.88	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$771k		9.3k	82.84	View chart
Goldman Sachs Group Stock (GS)	0.3	$763k	+91%	755.00	1011.00	View chart
Conocophillips Stock (COP)	0.2	$758k		7.3k	103.97	View chart
Sei Select Small Cap Etf Etf (SEIS)	0.2	$754k		23k	33.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$750k	+34%	1.0k	736.70	View chart
Abbvie Stock (ABBV)	0.2	$739k	+56%	2.9k	251.50	View chart
Apa Corporation Stock (APA)	0.2	$736k		23k	32.56	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.2	$725k	+6%	7.3k	98.98	View chart
Tesla Stock (TSLA)	0.2	$721k	+8%	1.7k	420.59	View chart
Edison Intl Stock (EIX)	0.2	$714k		9.6k	74.45	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$712k	-5%	28k	25.52	View chart
Oracle Corp Stock (ORCL)	0.2	$705k	+89%	4.8k	146.67	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$693k	-5%	19k	36.13	View chart
Ishares Msci China Etf Etf (MCHI)	0.2	$691k	+25%	14k	51.01	View chart
Old Rep Intl Corp Stock (ORI)	0.2	$667k		16k	40.92	View chart
Uber Technologies Stock (UBER)	0.2	$664k		9.2k	72.16	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$661k	+9%	6.8k	96.58	View chart
Johnson & Johnson Stock (JNJ)	0.2	$659k	+111%	2.6k	253.98	View chart
First Amern Finl Corp Stock (FAF)	0.2	$650k		9.5k	68.55	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$648k	+39%	865.00	749.20	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$638k		13k	50.58	View chart
Merck & Co Stock (MRK)	0.2	$630k	+47%	4.9k	128.50	View chart
Invesco Water Resources Etf Etf (PHO)	0.2	$628k		9.1k	69.08	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$622k	NEW	7.3k	85.49	View chart
Huntington Bancshares Stock (HBAN)	0.2	$621k		35k	17.73	View chart
Regions Financial Corp Stock (RF)	0.2	$605k		20k	30.20	View chart
Ishares Global Energy Etf Etf (IXC)	0.2	$604k		12k	49.14	View chart
Price T Rowe Group Stock (TROW)	0.2	$594k		5.2k	113.66	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$591k	-23%	3.7k	158.66	View chart
Sei Select Emerging Markets Equity Etf Etf (SEEM)	0.2	$590k	-3%	15k	40.10	View chart
Unitedhealth Group Stock (UNH)	0.2	$576k	NEW	1.4k	416.00	View chart
Weyerhaeuser Reit (WY)	0.2	$569k		24k	23.94	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$569k		16k	34.81	View chart
HP Stock (HPQ)	0.2	$566k	+35%	26k	21.94	View chart
Marvell Technology Stock (MRVL)	0.2	$561k	NEW	1.9k	297.96	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.2	$549k	NEW	10k	52.76	View chart
Applied Matls Stock (AMAT)	0.2	$547k		756.00	723.00	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.2	$538k	+50%	13k	41.26	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$532k		16k	33.84	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.2	$527k		5.9k	89.01	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$523k		4.9k	107.62	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$520k	NEW	1.7k	306.30	View chart
Sei High Yield Bond & Alternative Credit Etf Etf	0.2	$520k	NEW	21k	25.17	View chart
Eastman Chem Stock (EMN)	0.2	$518k		7.7k	67.00	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$507k		6.1k	83.07	View chart
Netflix Stock (NFLX)	0.2	$480k		6.7k	71.33	View chart
United Bankshares Inc West Va Stock (UBSI)	0.2	$476k		10k	45.83	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$471k	+4%	9.7k	48.43	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$469k		6.8k	68.68	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$468k		4.0k	116.67	View chart
Us Bancorp Stock (USB)	0.2	$465k		7.7k	60.39	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.2	$465k	+3%	12k	39.41	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$458k	+5%	17k	26.50	View chart
Zions Bancorporation Natl Assn Stock (ZION)	0.1	$426k		6.2k	69.18	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$423k		2.8k	152.17	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$411k	+77%	8.2k	50.23	View chart
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE)	0.1	$411k	-36%	5.7k	71.97	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$407k	+72%	2.1k	189.64	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$406k		849.00	477.56	View chart
Corning Stock (GLW)	0.1	$402k		1.6k	255.47	View chart
Fidelity Natl Finl Stock (FNF)	0.1	$401k		8.5k	47.16	View chart
Exxonmobil Holdings Corp Stock	0.1	$398k	NEW	2.9k	136.73	View chart
General Mills Stock (GIS)	0.1	$395k		11k	34.82	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$394k	+4%	17k	23.44	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.1	$392k		5.5k	71.51	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$371k	-26%	3.4k	110.31	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$359k		5.9k	60.78	View chart
Lincoln Natl Corp Ind Stock (LNC)	0.1	$356k		10k	35.33	View chart
Franklin Resources Stock (BEN)	0.1	$353k		11k	33.27	View chart
Chord Energy Corporation Stock (CHRD)	0.1	$351k		3.1k	114.30	View chart
Mfs Active International Etf Etf (MFSI)	0.1	$350k	+53%	11k	32.48	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$345k	NEW	1.4k	252.23	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$337k		981.00	343.95	View chart
Ge Aerospace Stock (GE)	0.1	$336k	+3%	898.00	373.67	View chart
Prudential Finl Stock (PRU)	0.1	$329k		3.1k	108.00	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$326k		13k	24.55	View chart
Best Buy Stock (BBY)	0.1	$326k		4.3k	75.85	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$319k		5.5k	57.63	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$317k	+13%	3.4k	94.52	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$316k	-8%	5.5k	56.99	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$315k	NEW	862.00	365.70	View chart
Home Depot Stock (HD)	0.1	$315k	+8%	894.00	352.60	View chart
Nexstar Media Group Stock (NXST)	0.1	$315k		1.8k	178.57	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$309k		330.00	935.00	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$307k	+16%	5.2k	58.92	View chart
Rockwell Automation Stock (ROK)	0.1	$305k	NEW	615.00	495.08	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$300k		1.3k	222.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$298k	NEW	594.00	501.00	View chart
Parker-hannifin Corp Stock (PH)	0.1	$296k	NEW	303.00	978.00	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$288k		6.5k	44.36	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$278k		929.00	299.00	View chart
Rayonier Reit (RYN)	0.1	$277k		13k	21.28	View chart
Delta Air Lines Stock (DAL)	0.1	$277k	NEW	3.0k	93.68	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$274k	+7%	1.4k	195.73	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$274k	+3%	2.3k	120.23	View chart
Novartis Adr (NVS)	0.1	$268k	NEW	1.7k	156.69	View chart
Ge Vernova Stock (GEV)	0.1	$262k	NEW	223.00	1175.00	View chart
Intel Corp Stock (INTC)	0.1	$259k	NEW	1.9k	139.64	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$258k	NEW	1.6k	164.61	View chart
State Street Spdr S&p Software & Services Etf Etf (XSW)	0.1	$256k	NEW	1.5k	171.81	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$256k	NEW	4.9k	52.41	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$255k	+11%	2.7k	94.67	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$254k	-3%	11k	22.34	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	0.1	$253k	-9%	1.4k	186.93	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$251k	+4%	4.9k	51.27	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.1	$249k	NEW	6.9k	36.06	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$248k		7.3k	34.13	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$238k		838.00	283.88	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$238k		3.5k	67.24	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.1	$236k		4.6k	50.96	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$234k	+4%	9.7k	24.14	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.1	$231k	+11%	9.0k	25.56	View chart
Franklin U.s. Low Volatility High Dividend Index Etf Etf (LVHD)	0.1	$226k	NEW	5.1k	44.01	View chart
Public Storage Reit (PSA)	0.1	$226k	NEW	710.00	318.31	View chart
American Elec Pwr Stock (AEP)	0.1	$223k	NEW	1.6k	136.82	View chart
Cloudflare Inc Cl A Stock (NET)	0.1	$221k	NEW	900.00	245.28	View chart
Cincinnati Finl Corp Stock (CINF)	0.1	$220k	NEW	1.2k	185.14	View chart
Abbott Laboratories Stock (ABT)	0.1	$218k	NEW	2.4k	90.80	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.1	$214k	NEW	2.3k	92.98	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$214k	NEW	2.0k	107.51	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$212k	NEW	2.0k	103.96	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$212k	NEW	876.00	242.29	View chart
Alexandria Real Estate Eq Reit (ARE)	0.1	$211k	NEW	4.0k	52.85	View chart
Cvs Health Corp Stock (CVS)	0.1	$210k	NEW	2.0k	103.46	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$210k	NEW	4.1k	51.29	View chart
Fluor Corp Stock (FLR)	0.1	$210k	NEW	4.0k	52.39	View chart
Qualcomm Stock (QCOM)	0.1	$208k	NEW	1.1k	184.78	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$207k	NEW	1.5k	137.53	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.1	$205k		1.1k	179.53	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$203k	NEW	2.5k	82.27	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$202k	NEW	2.1k	98.42	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$109k	NEW	10k	10.84	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 Q2 filed July 27, 2026
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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