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Portfolio (Quarterly) Guide ↗

Lynch Investment Planning, LLC

· CIK 0002110354
13F Portfolio $130M AUM 56 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 23 Added 13 Reduced 2 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOND PIMCO ETF TR 210,964.0 $19.5M 14.95% +19K +9.7% $92.21 -1.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 18,066.0 $13.5M 10.37% +995.0 +5.8% $746.75 +3.3%
3 BSV VANGUARD BD INDEX FDS 132,781.0 $10.3M 7.95% +23K +21.2% $77.91 -0.3%
4 DUHP DIMENSIONAL ETF TRUST 232,664.0 $9.7M 7.46% +2K +0.9% $41.73 +2.0%
5 IEFA ISHARES TR 85,477.0 $8.3M 6.34% +8K +9.7% $96.58 +4.3%
6 QQQM INVESCO EXCH TRADED FD TR II 23,567.0 $7.1M 5.49% +133.0 +0.6% $302.97 -2.0%
7 IJR ISHARES TR 44,121.0 $6.5M 5.03% +5K +13.5% $148.31 -1.0%
8 AGG ISHARES TR 62,263.0 $6.2M 4.74% +5K +8.1% $98.98 -1.2%
9 DIA STATE STR SPDR DOW JONES IND Financial Services 10,954.0 $5.7M 4.41% +761.0 +7.5% $523.81 +2.2%
10 DGRO ISHARES TR 64,725.0 $4.9M 3.77% +1K +1.9% $75.79 +4.6%
11 XMMO INVESCO EXCHANGE TRADED FD T 22,049.0 $3.8M 2.88% -713.0 -3.1% $170.14 -7.8%
12 VTV VANGUARD INDEX FDS 15,227.0 $3.3M 2.55% +5K +45.3% $217.93 +3.5%
13 OEF ISHARES TR 7,155.0 $2.6M 2.01% -510.0 -6.7% $365.89 +4.1%
14 GOOGL ALPHABET INC Communication Services 7,027.0 $2.5M 1.93% -44.0 -0.6% $357.38 -4.7%
15 AAPL APPLE INC Technology 7,728.0 $2.2M 1.72% -997.0 -11.4% $289.37 +8.7%
16 QQQ INVESCO QQQ TR Financial Services 2,408.0 $1.8M 1.36% -14.0 -0.6% $736.35 -2.1%
17 IJH ISHARES TR 21,060.0 $1.6M 1.25% -1K -4.7% $77.11 -0.6%
18 VANGUARD MUN BD FDS 17,593.0 $1.3M 1.03% +5K +42.1% $76.40
19 NEAR ISHARES U S ETF TR 25,242.0 $1.3M 0.98% +6K +34.3% $50.66 -0.1%
20 VOO VANGUARD INDEX FDS 1,751.0 $1.2M 0.92% $686.90 +3.2%
Page 1 of 3  ·  56 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 58.0%
Technology 15.7%
Industrials 7.7%
Communication Services 6.5%
Consumer Cyclical 5.0%
Healthcare 2.7%
Consumer Defensive 2.0%
Basic Materials 1.1%
Energy 0.7%
Real Estate 0.6%