Lynch Investment Planning as of Dec. 31, 2025
Portfolio Holdings for Lynch Investment Planning
Lynch Investment Planning holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 13.7 | $14M | 153k | 93.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.5 | $11M | 16k | 683.94 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 8.4 | $8.8M | 231k | 38.03 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.1 | $7.5M | 95k | 78.81 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.4 | $5.6M | 22k | 252.92 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.8 | $5.1M | 51k | 99.88 | |
| Ishares Tr S&p 100 Etf (OEF) | 4.5 | $4.7M | 14k | 342.97 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $4.5M | 50k | 89.46 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.2 | $4.4M | 9.1k | 481.62 | |
| Ishares Tr Core Div Grwth (DGRO) | 4.2 | $4.4M | 63k | 69.42 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $3.2M | 26k | 120.18 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 2.9 | $3.0M | 22k | 138.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.2M | 7.2k | 312.99 | |
| Apple (AAPL) | 2.1 | $2.2M | 8.0k | 271.86 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $1.7M | 26k | 66.00 | |
| Microsoft Corporation (MSFT) | 1.5 | $1.6M | 3.2k | 483.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.5M | 2.5k | 614.27 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $1.4M | 7.4k | 190.99 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $1.2M | 12k | 96.03 | |
| Amazon (AMZN) | 1.1 | $1.1M | 4.9k | 230.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.1M | 2.2k | 502.62 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 1.7k | 627.17 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.9 | $919k | 18k | 51.10 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $819k | 2.5k | 322.17 | |
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.7 | $713k | 9.4k | 75.57 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $662k | 14k | 46.80 | |
| NVIDIA Corporation (NVDA) | 0.6 | $651k | 3.5k | 186.52 | |
| Automatic Data Processing (ADP) | 0.6 | $637k | 2.5k | 258.89 | |
| Home Depot (HD) | 0.5 | $561k | 1.6k | 344.12 | |
| Wal-Mart Stores (WMT) | 0.5 | $537k | 4.8k | 111.64 | |
| Emerson Electric (EMR) | 0.4 | $427k | 3.2k | 132.72 | |
| Wells Fargo & Company (WFC) | 0.4 | $415k | 4.5k | 93.19 | |
| Deere & Company (DE) | 0.4 | $412k | 882.00 | 467.41 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $406k | 3.7k | 110.15 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $402k | 2.2k | 183.38 | |
| Abbvie (ABBV) | 0.4 | $398k | 1.7k | 228.47 | |
| Cisco Systems (CSCO) | 0.4 | $388k | 5.0k | 77.03 | |
| RBB Us Trsry 6 Mnth (XBIL) | 0.3 | $347k | 6.9k | 50.07 | |
| Air Products & Chemicals (APD) | 0.3 | $345k | 1.4k | 247.08 | |
| General Dynamics Corporation (GD) | 0.3 | $327k | 970.00 | 336.71 | |
| Lowe's Companies (LOW) | 0.3 | $311k | 1.3k | 241.13 | |
| Broadcom (AVGO) | 0.3 | $300k | 868.00 | 346.10 | |
| Illinois Tool Works (ITW) | 0.3 | $297k | 1.2k | 247.87 | |
| International Business Machines (IBM) | 0.3 | $291k | 981.00 | 296.31 | |
| Qualcomm (QCOM) | 0.3 | $287k | 1.7k | 171.05 | |
| Honeywell International (HON) | 0.3 | $280k | 1.4k | 195.03 | |
| Anthem (ELV) | 0.3 | $264k | 754.00 | 350.65 | |
| Johnson & Johnson (JNJ) | 0.3 | $262k | 1.3k | 206.96 | |
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.2 | $237k | 4.8k | 49.62 | |
| Realty Income (O) | 0.2 | $225k | 4.0k | 56.64 | |
| Kinder Morgan (KMI) | 0.2 | $222k | 8.1k | 27.49 | |
| Costco Wholesale Corporation (COST) | 0.2 | $219k | 254.00 | 860.84 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $210k | 1.7k | 120.35 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $201k | 2.5k | 80.63 |
