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CIK: 0002110354
Total reported value
$136.3M
$136.3M
56 檔
44.9%
The Q2 2026 SEC filing reveals that Lynch Investment Planning, LLC held a total portfolio value of $136.3M, covering 56 public equity positions.
In Q2 2026, Lynch Investment Planning, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 14.95% | -3.23% | +9.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.37% | +0.09% | +5.83% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.95% | +0.36% | +21.16% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.46% | -7.46% | EXIT | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.34% | +0.13% | +9.67% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.49% | +0.24% | +0.57% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.03% | -0.31% | +13.48% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.73% | -0.77% | +8.06% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.41% | -0.25% | +7.47% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.77% | -0.14% | +1.95% | |
| 11 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.88% | -0.45% | -3.13% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.55% | +1.27% | +45.32% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.01% | -0.26% | -6.65% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.20% | -0.62% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.11% | -11.43% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | -0.18% | -0.58% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.25% | -0.19% | -4.70% | |
| 18 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 1.03% | -0.29% | +42.12% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.98% | -0.12% | +34.33% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.21% | +0.06% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.04% | -0.12% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.24% | -1.56% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.86% | -0.17% | +1.03% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.06% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.05% | +3.40% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.05% | -0.38% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.06% | +0.04% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.43% | +0.01% | +0.23% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | +0.04% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.06% | +0.04% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | -0.04% | -18.68% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | — | — | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.35% | +0.02% | +0.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.08% | -15.04% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | — | -2.41% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.32% | -0.03% | +0.64% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.04% | +8.94% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.30% | +0.01% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.02% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | — | +10.30% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.03% | +0.22% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | -0.02% | -4.53% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.03% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | -0.01% | +0.62% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.22% | -0.04% | +0.54% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.22% | -0.02% | +0.41% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | -0.05% | +0.51% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.21% | -0.03% | +3.78% | |
| 49 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.19% | — | +0.12% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.19% | -0.02% | -20.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.7% | +45.32% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.7% | +13.48% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +0.57% | Add |
| 4 | AMD | Advanced Micro Devices | +0.4% | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +5.83% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.2% | +21.16% | Add |
| 7 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | +42.12% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 9 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 10 | TBUX | T Rowe Price Ultra Short-ter | +0.2% | NEW | New buy |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +7.47% | Add |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +34.33% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.62% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.58% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.04% | Add |
| 16 | QCOM | Qualcomm Inc | 0% | +0.62% | Add |
| 17 | ELV | Elevance Health Inc | 0% | +0.41% | Add |
| 18 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 19 | IEFA | Ishares Core Msci Eafe ETF | — | +9.67% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | — | +0.22% | Add |
| 21 | VONV | Vanguard Russell 1000 Value | — | +0.35% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +3.40% | Add |
| 23 | ABBV | Abbvie Inc | 0% | -2.41% | Trim |
| 24 | WFC | Wells Fargo & Co | 0% | +8.94% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +10.30% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +0.51% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +0.06% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | -0.12% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | -0.38% | Trim |
| 30 | DE | Deere & Co | 0% | +0.23% | Add |
| 31 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 32 | COST | Costco Wholesale CORP | 0% | +9.62% | Add |
| 33 | EMR | Emerson Electric Co | 0% | +0.03% | Add |
| 34 | KMI | Kinder Morgan, Inc. | 0% | +3.78% | Add |
| 35 | O | Realty Income CORP | 0% | -4.39% | Trim |
| 36 | XBIL | F/m US Treasury 6 Month Bill | 0% | +0.12% | Add |
| 37 | LOW | Lowe's Cos Inc | -0.1% | +0.54% | Add |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | +0.64% | Add |
| 39 | RTX | Rtx CORP | -0.1% | — | Unchanged |
| 40 | GD | General Dynamics CORP | -0.1% | -4.53% | Trim |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | — | Unchanged |
| 42 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.03% | Add |
| 43 | ITW | Illinois Tool Works | -0.1% | -20.61% | Trim |
| 44 | XMMO | Invesco S&p Midcap Momentum | -0.1% | -3.13% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -4.70% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 47 | HD | Home Depot Inc | -0.1% | -15.04% | Trim |
| 48 | DFAU | Dimensional US Core Equity M | -0.1% | -18.68% | Trim |
| 49 | WMT | Walmart Inc | -0.1% | +0.04% | Add |
| 50 | DUHP | Dimensional US High Profi Et | -0.2% | +0.94% | Add |
According to official SEC Form 13F filings, Lynch Investment Planning, LLC reported a total U.S. public equity portfolio value of $136.3M across 56 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BOND, SPY, BSV) accounted for 44.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $498.4K
Top Position Liquidated / Trimmed
HON
前期市值: $313.1K
During Q2 2026, Lynch Investment Planning, LLC's top holdings by market value included BOND (14.9%)、SPY (10.4%)、BSV (8.0%). The largest single position, BOND, represented 14.9% of total portfolio value.
In Q2 2026, Lynch Investment Planning, LLC made 53 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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