Lynch Investment Planning, LLC 13F Holdings · Q2 2026
Lynch Investment Planning, LLC reported 56 securities worth $130.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BOND (14.95%), SPY (10.37%), BSV (7.95%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $19.5M | 14.95% | 210,964 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 10.37% | 18,066 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $10.3M | 7.95% | 132,781 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $9.7M | 7.46% | 232,664 | Added |
| 5 | IEFA | ISHARES TR | $8.3M | 6.34% | 85,477 | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $7.1M | 5.49% | 23,567 | Added |
| 7 | IJR | ISHARES TR | $6.5M | 5.03% | 44,121 | Added |
| 8 | AGG | ISHARES TR | $6.2M | 4.73% | 62,263 | Added |
| 9 | DIA | STATE STR SPDR DOW JONES IND | $5.7M | 4.41% | 10,954 | Added |
| 10 | DGRO | ISHARES TR | $4.9M | 3.77% | 64,725 | Added |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.88% | 22,049 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $3.3M | 2.55% | 15,227 | Added |
| 13 | OEF | ISHARES TR | $2.6M | 2.01% | 7,155 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $2.5M | 1.93% | 7,027 | Trimmed |
| 15 | AAPL | APPLE INC | $2.2M | 1.72% | 7,728 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $1.8M | 1.36% | 2,408 | Trimmed |
| 17 | IJH | ISHARES TR | $1.6M | 1.25% | 21,060 | Trimmed |
| 18 | VCRM | VANGUARD MUN BD FDS | $1.3M | 1.03% | 17,593 | Added |
| 19 | NEAR | ISHARES U S ETF TR | $1.3M | 0.98% | 25,242 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $1.2M | 0.92% | 1,751 | Added |
| 21 | AMZN | AMAZON COM INC | $1.2M | 0.90% | 4,919 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.88% | 3,083 | Trimmed |
| 23 | EFA | ISHARES TR | $1.1M | 0.86% | 10,802 | Added |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.82% | 2,135 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $836,004 | 0.64% | 2,554 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR