DOSSIER · 13F-HR · Q2 2026

Lynch Investment Planning, LLC

$130M in tracked AUM across 56 positions as of Q2 2026.

LI
CIK 0002110354 · last filed Jun 30, 2026
Total AUM
$130M
as of Q2 2026
Holdings
56
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Lynch Investment Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BOND
PIMCO ETF TR
$19M211K14.9%
02
SPY
STATE STR SPDR S&P 500 ETF T
$13M18K10.4%
03
BSV
VANGUARD BD INDEX FDS
$10M133K7.9%
04
DUHP
DIMENSIONAL ETF TRUST
$10M233K7.5%
05
IEFA
ISHARES TR
$8M85K6.3%
06
QQQM
INVESCO EXCH TRADED FD TR II
$7M24K5.5%
07
IJR
ISHARES TR
$7M44K5.0%
08
AGG
ISHARES TR
$6M62K4.7%
09
DIA
STATE STR SPDR DOW JONES IND
$6M11K4.4%
10
DGRO
ISHARES TR
$5M65K3.8%

Filing history

2026Q2Jun 30
$130M 17.0%
56 positionsView →
2026Q1Mar 31
$111M 6.6%
54 positionsView →
2025Q4Dec 31
$104M
54 positionsView →