§ 13F · FUND PROFILE
Lynx Investment Advisory.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167M (13F)Positions · 321Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | 145K | $11M | 5.2% | +17% |
| 2 | IGRO | ISHARES INTL DIVIDEND GROWTH ETF | 96K | $8M | 3.8% | +29% |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | 115K | $8M | 3.7% | +17% |
| 4 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 65K | $7M | 3.3% | +24% |
| 5 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 72K | $7M | 3.2% | +4% |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 166K | $6M | 3.1% | +12% |
| 7 | AAPL | APPLE INC COM | 25K | $6M | 3.0% | −1% |
| 8 | GLD | SPDR GOLD SHARES ETF | 13K | $6M | 2.7% | +9% |
| 9 | AKRE | AKRE FOCUS ETF | 89K | $5M | 2.3% | +2% |
| 10 | SPY | SPDR S&P 500 ETF | 7K | $4M | 2.1% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNX SIGNAL
AC read
Lynx Investment Advisory is a Other fund managing $167 million in assets. The fund runs a broad portfolio of 321 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed