Institutional
Lynch Investment Planning, LLC
CIK 0002110354
$130.2M
Reported AUM
56
Positions
Q2 2026
Period
2026-07-17
Filed
Editorial summary
Summary for Lynch Investment Planning, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $90.49 | -0.33% | 3.36% | 0.36% | $19.5M | 14.95% | — | HELD |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | 20.62% | 75.74% | $13.5M | 10.37% | — | HELD |
| 3 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.05% | 2.44% | 8.48% | $10.3M | 7.95% | — | HELD |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $41.17 | -0.27% | 16.10% | 64.86% | $9.7M | 7.46% | — | HELD |
| 5 | IEFA | ISHARES TR | $98.26 | -0.63% | 25.38% | 51.77% | $8.3M | 6.34% | — | HELD |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $283.29 | 0.69% | 24.01% | 85.99% | $7.1M | 5.49% | — | HELD |
| 7 | IJR | ISHARES TR | $145.46 | -0.03% | 35.90% | 40.20% | $6.5M | 5.03% | — | HELD |
| 8 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $6.2M | 4.73% | — | HELD |
| 9 | DIA | STATE STR SPDR DOW JONES IND | $524.44 | 0.56% | 21.49% | 60.52% | $5.7M | 4.41% | — | HELD |
| 10 | DGRO | ISHARES TR | $78.00 | -0.30% | 24.14% | 65.32% | $4.9M | 3.77% | — | HELD |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $154.29 | 0.22% | 20.46% | 83.85% | $3.8M | 2.88% | — | HELD |
| 12 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $3.3M | 2.55% | — | HELD |
| 13 | OEF | ISHARES TR | $368.62 | 0.83% | 20.64% | 87.02% | $2.6M | 2.01% | — | HELD |
| 14 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $2.5M | 1.93% | — | HELD |
| 15 | AAPL | APPLE INC | $310.42 | -6.90% | 65.41% | 124.96% | $2.2M | 1.72% | — | HELD |
| 16 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $1.8M | 1.36% | — | HELD |
| 17 | IJH | ISHARES TR | $75.29 | -0.08% | 22.45% | 46.59% | $1.6M | 1.25% | — | HELD |
| 18 | VCRM | VANGUARD MUN BD FDS | $74.99 | -0.02% | 5.76% | 6.07% | $1.3M | 1.03% | — | HELD |
| 19 | NEAR | ISHARES U S ETF TR | $50.55 | 0.02% | 3.18% | 21.01% | $1.3M | 0.98% | — | HELD |
| 20 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 20.72% | 76.33% | $1.2M | 0.92% | — | HELD |
| 21 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $1.2M | 0.90% | — | HELD |
| 22 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $1.1M | 0.88% | — | HELD |
| 23 | EFA | ISHARES TR | $105.63 | -0.57% | 25.88% | 54.22% | $1.1M | 0.86% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.1M | 0.82% | — | HELD |
| 25 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $836K | 0.64% | — | HELD |
| 26 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $683K | 0.52% | — | HELD |
| 27 | CSCO | CISCO SYS INC | $115.99 | 2.14% | 73.60% | 122.41% | $574K | 0.44% | — | HELD |
| 28 | DE | DEERE & CO | $592.75 | -1.12% | 21.16% | 69.35% | $563K | 0.43% | — | HELD |
| 29 | ADP | AUTOMATIC DATA PROCESSING IN | $266.46 | 0.98% | -9.73% | 40.87% | $530K | 0.41% | — | HELD |
| 30 | WMT | WALMART INC | $111.21 | 0.09% | 13.75% | 139.00% | $520K | 0.40% | — | HELD |
| 31 | DFAU | DIMENSIONAL ETF TRUST | $51.78 | 0.54% | — | — | $516K | 0.40% | — | HELD |
| 32 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | — | — | $498K | 0.38% | — | HELD |
| 33 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | — | — | $461K | 0.35% | — | HELD |
| 34 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $448K | 0.34% | — | HELD |
| 35 | ABBV | ABBVIE INC | $250.88 | -2.54% | — | — | $428K | 0.33% | — | HELD |
| 36 | APD | AIR PRODUCTS AND CHEMICALS I | $294.89 | -1.77% | — | — | $414K | 0.32% | — | HELD |
| 37 | WMT2 | WELLS FARGO & CO | — | — | — | — | $403K | 0.31% | — | HELD |
| 38 | SHV | ISHARES TR | $110.40 | 0.03% | — | — | $389K | 0.30% | — | HELD |
| 39 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $372K | 0.29% | — | HELD |
| 40 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $340K | 0.26% | — | HELD |
| 41 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $339K | 0.26% | — | HELD |
| 42 | GD | GENERAL DYNAMICS CORP | $383.39 | 0.31% | — | — | $314K | 0.24% | — | HELD |
| 43 | AVGO | BROADCOM INC | $389.53 | 0.44% | — | — | $312K | 0.24% | — | HELD |
| 44 | QCOM | QUALCOMM INC | $147.61 | -2.63% | — | — | $299K | 0.23% | — | HELD |
| 45 | LOW | LOWES COS INC | $207.92 | -1.03% | — | — | $287K | 0.22% | — | HELD |
| 46 | ELV | ELEVANCE HEALTH INC FORMERLY | $375.84 | -0.15% | — | — | $287K | 0.22% | — | HELD |
| 47 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $279K | 0.21% | — | HELD |
| 48 | KMI | KINDER MORGAN INC DEL | $32.18 | 1.64% | — | — | $268K | 0.21% | — | HELD |
| 49 | XBIL | RBB FD INC | $50.04 | 0.04% | — | — | $254K | 0.19% | — | HELD |
| 50 | ITW | ILLINOIS TOOL WKS INC | $287.01 | 1.16% | — | — | $249K | 0.19% | — | HELD |
| 51 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $245K | 0.19% | — | HELD |
| 52 | VONV | VANGUARD SCOTTSDALE FDS | $110.42 | 0.38% | — | — | $241K | 0.19% | — | HELD |
| 53 | CAT | CATERPILLAR INC | $815.28 | 0.76% | — | — | $235K | 0.18% | — | HELD |
| 54 | QURE | QUANTA SVCS INC | $43.63 | 3.41% | — | — | $227K | 0.17% | — | HELD |
| 55 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $49.76 | -0.02% | — | — | $220K | 0.17% | — | HELD |
| 56 | O | REALTY INCOME CORP | $63.88 | -0.85% | — | — | $214K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000556. 13F discloses long positions only — shorts, foreign equities, and options are excluded.