§ 13F · FUND PROFILE
Lynch Investment Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 153K | $14.3T | 13.7% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 16K | $10.9T | 10.5% | NEW |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 230K | $8.8T | 8.4% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 95K | $7.5T | 7.1% | NEW |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 22K | $5.6T | 5.4% | NEW |
| 6 | AGG | ISHARES TR | 51K | $5.1T | 4.8% | NEW |
| 7 | OEF | ISHARES TR | 14K | $4.7T | 4.5% | NEW |
| 8 | IEFA | ISHARES TR | 50K | $4.5T | 4.3% | NEW |
| 9 | DIA | SPDR DOW JONES INDL AVERAGE | 9K | $4.4T | 4.2% | NEW |
| 10 | DGRO | ISHARES TR | 63K | $4.4T | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNCH SIGNAL
AC read
Lynch Investment Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed