Q2 2026 · 13F-HR
Lynch Investment Planning, LLCholdings as filed
Filed 2026-07-17 · accession 0001754960-26-000556
$130.2M
Reported value
56
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 72201R775 | BOND | PIMCO ETF TR | $19.5M | 14.9% | 210,964 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 10.4% | 18,066 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $10.3M | 7.95% | 132,781 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $9.7M | 7.46% | 232,664 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $8.3M | 6.34% | 85,477 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $7.1M | 5.49% | 23,567 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $6.5M | 5.03% | 44,121 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $6.2M | 4.73% | 62,263 | Common | NONE |
| 78467X109 | DIA | STATE STR SPDR DOW JONES IND | $5.7M | 4.41% | 10,954 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $4.9M | 3.77% | 64,725 | Common | NONE |
| 46137V464 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.88% | 22,049 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $3.3M | 2.55% | 15,227 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $2.6M | 2.01% | 7,155 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.5M | 1.93% | 7,027 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.2M | 1.72% | 7,728 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.8M | 1.36% | 2,408 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $1.6M | 1.25% | 21,060 | Common | NONE |
| 922907712 | VCRM | VANGUARD MUN BD FDS | $1.3M | 1.03% | 17,593 | Common | NONE |
| 46431W507 | NEAR | ISHARES U S ETF TR | $1.3M | 0.98% | 25,242 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.2M | 0.92% | 1,751 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.2M | 0.90% | 4,919 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.1M | 0.88% | 3,083 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $1.1M | 0.86% | 10,802 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.82% | 2,135 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $836,004 | 0.64% | 2,554 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $682,943 | 0.52% | 3,413 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $574,149 | 0.44% | 4,888 | Common | NONE |
| 244199105 | DE | DEERE & CO | $562,763 | 0.43% | 887 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $530,377 | 0.41% | 2,350 | Common | NONE |
| 931142103 | WMT | WALMART INC | $519,642 | 0.40% | 4,588 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $515,815 | 0.40% | 9,979 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $498,421 | 0.38% | 858 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $460,577 | 0.35% | 3,217 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $448,416 | 0.34% | 1,271 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $427,696 | 0.33% | 1,700 | Common | NONE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $414,129 | 0.32% | 1,413 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO & CO | $402,989 | 0.31% | 4,876 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $388,763 | 0.30% | 3,523 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $371,681 | 0.29% | 1,959 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $340,066 | 0.26% | 1,339 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $338,510 | 0.26% | 452 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $313,857 | 0.24% | 886 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $312,022 | 0.24% | 826 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $299,175 | 0.23% | 1,619 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $286,887 | 0.22% | 1,301 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $286,880 | 0.22% | 742 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $279,307 | 0.21% | 993 | Common | NONE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $267,842 | 0.21% | 8,378 | Common | NONE |
| 74933W460 | XBIL | RBB FD INC | $253,670 | 0.19% | 5,073 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $248,522 | 0.19% | 913 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $244,681 | 0.19% | 262 | Common | NONE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $240,890 | 0.19% | 2,266 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $235,343 | 0.18% | 221 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $226,813 | 0.17% | 315 | Common | NONE |
| 87283Q701 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $219,936 | 0.17% | 4,419 | Common | NONE |
| 756109104 | O | REALTY INCOME CORP | $214,075 | 0.16% | 3,440 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.