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Portfolio (Quarterly) Guide ↗

Lynx Investment Advisory

· CIK 0002028812
13F Portfolio $305M AUM 465 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 2 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCRB VANGUARD CORE BOND ETF 47,001.0 $3.6M 1.19% NEW $77.23 -2.3%
22 BND VANGUARD TOTAL BOND MARKET ETF 49,223.0 $3.6M 1.18% NEW $73.41 -2.2%
23 MA MASTERCARD INCORPORATED CL A Financial Services 6,965.0 $3.6M 1.17% NEW $513.62 +13.1%
24 FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 110,305.0 $3.5M 1.16% NEW $31.99 +10.9%
25 VCSH VANGUARD ST CORP BOND ETF (VCSH) 43,290.0 $3.4M 1.12% NEW $79.03 -1.2%
26 VIG VANGUARD DIVIDEND APPRECIATION ETF 14,397.0 $3.4M 1.12% NEW $236.61 +1.9%
27 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 18,996.0 $3.0M 0.98% NEW $158.03 +3.3%
28 TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF 158,174.0 $3.0M 0.98% NEW $18.93 -1.8%
29 VNQ VANGUARD REAL ESTATE ETF 30,728.0 $3.0M 0.97% NEW $96.43 -0.1%
30 VO VANGUARD MID-CAP ETF 35,955.0 $2.9M 0.95% NEW $80.57 +0.9%
31 VWO VANGUARD FTSE EMRG MKTS ETF (VWO) 47,737.0 $2.8M 0.93% NEW $59.69 +1.7%
32 SCHX SCHWAB U.S. LARGE-CAP ETF 95,065.0 $2.8M 0.92% NEW $29.43 +2.0%
33 BERKSHIRE HATHAWAY INC DEL CL B NEW 5,582.0 $2.8M 0.92% NEW $500.39
34 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 53,053.0 $2.7M 0.88% NEW $50.84 +3.1%
35 VTV VANGUARD VALUE ETF 11,988.0 $2.6M 0.86% NEW $217.93 +2.8%
36 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 56,268.0 $2.5M 0.83% NEW $44.85 -0.9%
37 RTX RTX CORPORATION COM Industrials 13,124.0 $2.5M 0.82% NEW $189.73 +8.1%
38 AKRE AKRE FOCUS ETF 46,012.0 $2.4M 0.80% NEW $53.19 +13.3%
39 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 31,779.0 $2.4M 0.80% NEW $76.70 -2.4%
40 WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 31,861.0 $2.1M 0.69% NEW $66.24 +7.6%
Page 2 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.4%
Technology 23.0%
Communication Services 8.4%
Healthcare 5.6%
Industrials 5.3%
Consumer Cyclical 4.9%
Utilities 3.4%
Energy 2.8%
Consumer Defensive 2.4%
Real Estate 1.3%