DOSSIER · 13F-HR · Q2 2026

Lynx Investment Advisory

$305M in tracked AUM across 464 positions as of Q2 2026.

LI
CIK 0002028812 · last filed Jun 30, 2026
Total AUM
$305M
as of Q2 2026
Holdings
464
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Lynx Investment Advisory 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
SPHQ
INVESCO S&P 500 QUALITY ETF
$13M141K4.2%
02
AAPL
APPLE INC COM
$10M33K3.2%
03
IGRO
ISHARES INTL DIVIDEND GROWTH ETF
$9M100K2.9%
04
VEA
VANGUARD FTSE DEV MKTS ETF (VEA)
$8M115K2.7%
05
SPY
SPDR S&P 500 ETF
$8M10K2.5%
06
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$7M170K2.3%
07
IJH
ISHARES CORE S&P MID-CAP ETF
$7M90K2.3%
08
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$7M116K2.1%
09
GLD
SPDR GOLD SHARES ETF
$6M17K2.0%
10
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$6M71K1.9%

Filing history

2026Q2Jun 30
$305M 45.9%
464 positionsView →
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