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Filers›Pension Fund›Lynx Investment Advisory
DOSSIER · 13F-HR · Q1 2026

Lynx Investment Advisory

Lynx Investment Advisory's pension fund based in Boston, MA — $209M in tracked AUM across 400 positions as of Q1 2026.

LI
Lynx Investment Advisory·Boston, MA·Pension Fund
CIK 0002028812 · last filed Mar 31, 2026
Total AUM
$209M
▲ 16.2%
vs prior
Holdings
400
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Lynx Investment Advisory filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO S&P 500 QUALITY ETF
$11M145K5.2%
02
IGRO
ISHARES INTL DIVIDEND GROWTH ETF
$8M97K3.9%
03
IJH
ISHARES CORE S&P MID-CAP ETF
$8M115K3.7%
04
GLD
SPDR GOLD SHARES ETF
$7M17K3.5%
05
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$7M65K3.3%
06
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$7M72K3.2%
07
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$6M167K3.1%
08
AAPL
APPLE INC COM
$6M25K3.1%
09
AKRE
AKRE FOCUS ETF
$5M89K2.3%
10
SPY
SPDR S&P 500 ETF
$4M7K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Lynx
haiku-4-5 · 400 positions indexed
Sector mix
  • Tech41%
  • Cons. Disc.5%
  • Communications8%
  • Industrials9%
  • Energy18%
  • Other19%
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