Lynx Investment Advisory

Lynx Investment Advisory as of June 30, 2026

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