§ 13F · FUND PROFILE
Lynch Investment Planning, LLC.
AUM · $130M (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 211K | $19M | — | — |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $13M | — | — |
| 3 | BSV | VANGUARD BD INDEX FDS | 133K | $10M | — | — |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 233K | $10M | — | — |
| 5 | IEFA | ISHARES TR | 85K | $8M | — | — |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 24K | $7M | — | — |
| 7 | IJR | ISHARES TR | 44K | $7M | — | — |
| 8 | AGG | ISHARES TR | 62K | $6M | — | — |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 11K | $6M | — | — |
| 10 | DGRO | ISHARES TR | 65K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNCH SIGNAL
AC read
Lynch Investment Planning, LLC is a Other fund managing $130 million in assets. The fund runs a portfolio of 56 positions.
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