Portfolio (Quarterly) Guide ↗

Lynch Investment Planning, LLC

· CIK 0002110354

13F Portfolio $111M AUM 54 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 19 Added 26 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DGRS	WISDOMTREE TR	—	4,766	$236K	0.23%	SOLD
2	HYG	ISHARES TR	—	2,496	$201K	0.19%	SOLD

Sector Allocation

Financial Services 55.8%

Technology 15.4%

Industrials 8.3%

Communication Services 6.2%

Consumer Cyclical 5.5%

Healthcare 2.7%

Consumer Defensive 2.5%

Energy 1.7%

Basic Materials 1.2%

Real Estate 0.7%