DOSSIER · 13F-HR · Q1 2026

Lynx Investment Advisory

$209M in tracked AUM across 400 positions as of Q1 2026.

LI
CIK 0002028812 · last filed Mar 31, 2026
Total AUM
$209M
as of Q1 2026
Holdings
400
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$209M 14.2%
400 positionsView →
2025Q4Dec 31
$183M 9.6%
372 positionsView →
2025Q3Sep 30
$167M 9.2%
319 positionsView →
2025Q2Jun 30
$153M 2.1%
320 positionsLocked
2025Q1Mar 31
$150M 2.3%
314 positionsLocked
2024Q4Dec 31
$147M 5.6%
299 positionsLocked
2024Q3Sep 30
$139M 2.9%
277 positionsLocked
2024Q2Jun 30
$135M
1,046 positionsLocked