Lynx Investment Advisory

Lynx Investment Advisory as of March 31, 2026

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