Lynch Investment Planning as of June 30, 2026
Portfolio Holdings for Lynch Investment Planning
Lynch Investment Planning holds 56 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 |
|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 14.9 | $20M | 211k | 92.21 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.4 | $14M | 18k | 746.75 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.9 | $10M | 133k | 77.91 | |
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 7.5 | $9.7M | 233k | 41.73 | |
| Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $8.3M | 86k | 96.58 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.5 | $7.1M | 24k | 302.97 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.0 | $6.5M | 44k | 148.31 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.7 | $6.2M | 62k | 98.98 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 4.4 | $5.7M | 11k | 523.81 | |
| Ishares Tr Core Div Grwth (DGRO) | 3.8 | $4.9M | 65k | 75.79 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 2.9 | $3.8M | 22k | 170.14 | |
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $3.3M | 15k | 217.93 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.0 | $2.6M | 7.2k | 365.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | 7.0k | 357.38 | |
| Apple (AAPL) | 1.7 | $2.2M | 7.7k | 289.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.8M | 2.4k | 736.35 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $1.6M | 21k | 77.11 | |
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 1.0 | $1.3M | 18k | 76.40 | |
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 1.0 | $1.3M | 25k | 50.66 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.2M | 1.8k | 686.90 | |
| Amazon (AMZN) | 0.9 | $1.2M | 4.9k | 238.35 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.1M | 3.1k | 373.01 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.1M | 11k | 103.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.1M | 2.1k | 500.36 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $836k | 2.6k | 327.33 | |
| NVIDIA Corporation (NVDA) | 0.5 | $683k | 3.4k | 200.10 | |
| Cisco Systems (CSCO) | 0.4 | $574k | 4.9k | 117.46 | |
| Deere & Company (DE) | 0.4 | $563k | 887.00 | 634.46 | |
| Automatic Data Processing (ADP) | 0.4 | $530k | 2.4k | 225.69 | |
| Wal-Mart Stores (WMT) | 0.4 | $520k | 4.6k | 113.26 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $516k | 10k | 51.69 | |
| Advanced Micro Devices (AMD) | 0.4 | $498k | 858.00 | 580.91 | |
| Emerson Electric (EMR) | 0.4 | $461k | 3.2k | 143.17 | |
| Home Depot (HD) | 0.3 | $448k | 1.3k | 352.81 | |
| Abbvie (ABBV) | 0.3 | $428k | 1.7k | 251.59 | |
| Air Products & Chemicals (APD) | 0.3 | $414k | 1.4k | 293.08 | |
| Wells Fargo & Company (WFC) | 0.3 | $403k | 4.9k | 82.65 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $389k | 3.5k | 110.35 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $372k | 2.0k | 189.73 | |
| Johnson & Johnson (JNJ) | 0.3 | $340k | 1.3k | 253.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $339k | 452.00 | 748.92 | |
| General Dynamics Corporation (GD) | 0.2 | $314k | 886.00 | 354.24 | |
| Broadcom (AVGO) | 0.2 | $312k | 826.00 | 377.75 | |
| Qualcomm (QCOM) | 0.2 | $299k | 1.6k | 184.79 | |
| Lowe's Companies (LOW) | 0.2 | $287k | 1.3k | 220.51 | |
| Anthem (ELV) | 0.2 | $287k | 742.00 | 386.63 | |
| International Business Machines (IBM) | 0.2 | $279k | 993.00 | 281.28 | |
| Kinder Morgan (KMI) | 0.2 | $268k | 8.4k | 31.97 | |
| RBB Us Trsry 6 Mnth (XBIL) | 0.2 | $254k | 5.1k | 50.00 | |
| Illinois Tool Works (ITW) | 0.2 | $249k | 913.00 | 272.20 | |
| Costco Wholesale Corporation (COST) | 0.2 | $245k | 262.00 | 933.90 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $241k | 2.3k | 106.31 | |
| Caterpillar (CAT) | 0.2 | $235k | 221.00 | 1064.90 | |
| Quanta Services (PWR) | 0.2 | $227k | 315.00 | 720.04 | |
| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 0.2 | $220k | 4.4k | 49.77 | |
| Realty Income (O) | 0.2 | $214k | 3.4k | 62.23 |
