Lynch Investment Planning, LLC
13F Reported Value
ⓘ$130.2M
Holdings
56
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lynch Investment Planning, LLC disclosed 56 positions worth $130.2M in its Form 13F-HR for Q2 2026, followed by $SPY and $META. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $AMD and a full exit from $HON. The portfolio is most concentrated in Other (69.5% of disclosed assets). All figures are sourced directly from Lynch Investment Planning, LLC’s Form 13F-HR filing with the SEC under CIK 2110354.
AI Fund Analysis
StableSector Allocation
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AUM History
13fpro.ai/research/fund/lynch-investment-planning-llc-2110354
Top Equity Holdings by Value
13fpro.ai/research/fund/lynch-investment-planning-llc-2110354
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
PIMCO ETF TR - ACTIVE BD ETF
—Quality
$19.5M210,964 sh- —
Quality
$13.5M18,066 sh - 79.6#33
Quality
$10.3M132,781 sh DIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$9.7M232,664 shISHARES TR - CORE MSCI EAFE
—Quality
$8.3M85,477 sh- —
Quality
$7.1M23,567 sh ISHARES TR - CORE S&P SCP ETF
—Quality
$6.5M44,121 shISHARES TR - CORE US AGGBD ET
—Quality
$6.2M62,263 shSTATE STR SPDR DOW JONES IND - UT SER 1
—Quality
$5.7M10,954 shISHARES TR - CORE DIV GRWTH
—Quality
$4.9M64,725 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR - ACTIVE BD ETF | — | $19.5M | 210,964 |
| — | $13.5M | 18,066 | |
| 79.6#33 | $10.3M | 132,781 | |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $9.7M | 232,664 |
| ISHARES TR - CORE MSCI EAFE | — | $8.3M | 85,477 |
| — | $7.1M | 23,567 | |
| ISHARES TR - CORE S&P SCP ETF | — | $6.5M | 44,121 |
| ISHARES TR - CORE US AGGBD ET | — | $6.2M | 62,263 |
| STATE STR SPDR DOW JONES IND - UT SER 1 | — | $5.7M | 10,954 |
| ISHARES TR - CORE DIV GRWTH | — | $4.9M | 64,725 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lynch Investment Planning, LLC's 56 positions.
Showing top 10 of 56 holdings.
Sector Allocation
Other
$90.5M
Technology
$19.6M
Financials
$13.2M
Consumer Discretionary
$2.7M
Industrials
$2.2M
Healthcare
$1.1M
Materials
$414,129
Energy
$267,842
Full Holdings — Lynch Investment Planning, LLC (Q2 2026)
All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PIMCO ETF TR - ACTIVE BD ETF | $19.5M | 14.9% | +10% | — |
| 2 | SPDR S&P 500 ETF TRUST | $13.5M | 10.4% | +6% | — | |
| 3 | Meta Platforms, Inc. | $10.3M | 8.0% | +21% | 79.6 | |
| 4 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $9.7M | 7.5% | +1% | — |
| 5 | — | ISHARES TR - CORE MSCI EAFE | $8.3M | 6.3% | +10% | — |
| 6 | Invesco Ltd. | $7.1M | 5.5% | +1% | — | |
| 7 | — | ISHARES TR - CORE S&P SCP ETF | $6.5M | 5.0% | +13% | — |
| 8 | — | ISHARES TR - CORE US AGGBD ET | $6.2M | 4.7% | +8% | — |
| 9 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $5.7M | 4.4% | +7% | — |
| 10 | — | ISHARES TR - CORE DIV GRWTH | $4.9M | 3.8% | +2% | — |
| 11 | Invesco Ltd. | $3.8M | 2.9% | -3% | — | |
| 12 | — | VANGUARD INDEX FDS - VALUE ETF | $3.3M | 2.5% | +45% | — |
| 13 | — | ISHARES TR - S&P 100 ETF | $2.6M | 2.0% | -7% | — |
| 14 | Alphabet Inc. | $2.5M | 1.9% | -1% | 78.1 | |
| 15 | Apple Inc. | $2.2M | 1.7% | -11% | 76.3 | |
| 16 | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 1.4% | -1% | — | |
| 17 | — | ISHARES TR - CORE S&P MCP ETF | $1.6M | 1.3% | -5% | — |
| 18 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $1.3M | 1.0% | +42% | — |
| 19 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $1.3M | 1.0% | +34% | — |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.9% | +0% | — |
| 21 | AMAZON COM INC | $1.2M | 0.9% | -0% | 68.4 | |
| 22 | MICROSOFT CORP | $1.1M | 0.9% | -2% | 79.7 | |
| 23 | — | ISHARES TR - MSCI EAFE ETF | $1.1M | 0.9% | +1% | — |
| 24 | BERKSHIRE HATHAWAY INC | $1.1M | 0.8% | +0% | 73.6 | |
| 25 | JPMORGAN CHASE & CO | $836,004 | 0.6% | +3% | 70.3 | |
| 26 | NVIDIA CORP | $682,943 | 0.5% | -0% | 85.9 | |
| 27 | CISCO SYSTEMS, INC. | $574,149 | 0.4% | +0% | 70.1 | |
| 28 | DEERE & CO | $562,763 | 0.4% | +0% | 55.3 | |
| 29 | AUTOMATIC DATA PROCESSING INC | $530,377 | 0.4% | +0% | 69.6 | |
| 30 | Walmart Inc. | $519,642 | 0.4% | +0% | 59.9 | |
| 31 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $515,815 | 0.4% | -19% | — |
| 32 | ADVANCED MICRO DEVICES INC | $498,421 | 0.4% | NEW | 79.7 | |
| 33 | EMERSON ELECTRIC CO | $460,577 | 0.3% | +0% | 65.1 | |
| 34 | HOME DEPOT, INC. | $448,416 | 0.3% | -15% | 60.1 | |
| 35 | AbbVie Inc. | $427,696 | 0.3% | -2% | 72.5 | |
| 36 | Air Products & Chemicals, Inc. | $414,129 | 0.3% | +1% | 46.2 | |
| 37 | WELLS FARGO & COMPANY/MN | $402,989 | 0.3% | +9% | 61.5 | |
| 38 | — | ISHARES TR - TRUST ISHARE 0-1 | $388,763 | 0.3% | +0% | — |
| 39 | RTX Corp | $371,681 | 0.3% | +0% | 73.1 | |
| 40 | JOHNSON & JOHNSON | $340,066 | 0.3% | +10% | 68.8 | |
| 41 | — | ISHARES TR - CORE S&P500 ETF | $338,510 | 0.3% | +0% | — |
| 42 | GENERAL DYNAMICS CORP | $313,857 | 0.2% | -5% | 68.5 | |
| 43 | Broadcom Inc. | $312,022 | 0.2% | +0% | 84.4 | |
| 44 | QUALCOMM INC/DE | $299,175 | 0.2% | +1% | 70.4 | |
| 45 | LOWES COMPANIES INC | $286,887 | 0.2% | +1% | 60.4 | |
| 46 | Elevance Health, Inc. | $286,880 | 0.2% | +0% | 58.8 | |
| 47 | INTERNATIONAL BUSINESS MACHINES CORP | $279,307 | 0.2% | +1% | 69.7 | |
| 48 | KINDER MORGAN, INC. | $267,842 | 0.2% | +4% | 71.1 | |
| 49 | — | RBB FD INC - US TRSRY 6 MNTH | $253,670 | 0.2% | +0% | — |
| 50 | ILLINOIS TOOL WORKS INC | $248,522 | 0.2% | -21% | 63.5 | |
| 51 | COSTCO WHOLESALE CORP /NEW | $244,681 | 0.2% | +10% | 65.9 | |
| 52 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $240,890 | 0.2% | +0% | — |
| 53 | CATERPILLAR INC | $235,343 | 0.2% | NEW | 66.3 | |
| 54 | QUANTA SERVICES, INC. | $226,813 | 0.2% | NEW | 71.9 | |
| 55 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $219,936 | 0.2% | NEW | — |
| 56 | REALTY INCOME CORP | $214,075 | 0.2% | -4% | 73.7 |
New Positions (4)
Exited Positions (2)
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