Lynch Investment Planning, LLC
Q3 2026 13F filing
Updated 9 days ago233 disclosed positions worth $136.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PIMCO ETF TR | $16M | 183.6K | 11.72% | Trimmed(-13.0%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $14.3M | 18.7K | 10.46% | Added(+3.5%) |
| 3 | V VANGUARD BD INDEX FDS | $11.3M | 148.2K | 8.31% | Added(+11.6%) |
| 4 | ? N/A DFA INVT DIMENSIONS GROUP IN | $9.9M | 236.1K | 7.26% | — |
| 5 | E ISHARES TR | $8.8M | 91.1K | 6.47% | Added(+6.6%) |
| 6 | E INVESCO EXCH TRADED FD TR II | $7.8M | 25.7K | 5.73% | Added(+8.9%) |
| 7 | E ISHARES TR | $6.4M | 47.3K | 4.72% | Added(+7.2%) |
| 8 | D STATE STR SPDR DOW JONES IND | $5.7M | 11.1K | 4.16% | Added(+1.6%) |
| 9 | E ISHARES TR | $5.4M | 57.0K | 3.96% | Trimmed(-8.4%) |
| 10 | V VANGUARD INDEX FDS | $5.2M | 24.1K | 3.82% | Added(+58.3%) |
| 11 | E ISHARES TR | $4.9M | 65.6K | 3.63% | Added(+1.4%) |
| 12 | I INVESCO EXCHANGE TRADED FD T | $3.3M | 22.6K | 2.43% | Added(+2.6%) |
| 13 | A APPLE INC | $2.5M | 7.5K | 1.83% | Trimmed(-3.3%) |
| 14 | E ISHARES TR | $2.4M | 6.2K | 1.75% | Trimmed(-12.8%) |
| 15 | G ALPHABET INC | $2.4M | 6.9K | 1.73% | Trimmed(-2.2%) |
| 16 | Q INVESCO QQQ TR | $1.6M | 2.2K | 1.18% | Trimmed(-10.0%) |
| 17 | M MICROSOFT CORP | $1.5M | 3.0K | 1.12% | Trimmed(-3.5%) |
| 18 | E ISHARES TR | $1.4M | 20.1K | 1.06% | Trimmed(-4.5%) |
| 19 | A AMAZON COM INC | $1.2M | 4.7K | 0.86% | Trimmed(-4.1%) |
| 20 | E ISHARES U S ETF TR | $1.2M | 23.4K | 0.86% | Trimmed(-7.3%) |
| 21 | B BERKSHIRE HATHAWAY INC DEL | $1M | 2.1K | 0.76% | Trimmed(-3.1%) |
| 22 | V VANGUARD MUN BD FDS | $1M | 14.1K | 0.74% | Trimmed(-19.8%) |
| 23 | V VANGUARD INDEX FDS | $974K | 1.4K | 0.71% | Trimmed(-20.7%) |
| 24 | E ISHARES TR | $947K | 9.1K | 0.69% | Trimmed(-15.6%) |
| 25 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $929K | 18.7K | 0.68% | Added(+324.0%) |
| 26 | J JPMORGAN CHASE & CO | $807K | 2.4K | 0.59% | Trimmed(-4.5%) |
| 27 | N NVIDIA CORPORATION | $777K | 3.4K | 0.57% | Trimmed(-0.4%) |
| 28 | A AUTOMATIC DATA PROCESSING IN | $611K | 2.4K | 0.45% | Added(+0.0%) |
| 29 | D DEERE & CO | $597K | 889 | 0.44% | Added(+0.2%) |
| 30 | A ADVANCED MICRO DEVICES INC | $525K | 858 | 0.39% | Unchanged |
| 31 | C CISCO SYS INC | $523K | 4.9K | 0.38% | Trimmed(-0.6%) |
| 32 | E EMERSON ELEC CO | $499K | 3.2K | 0.37% | Added(+0.1%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $489K | 9.3K | 0.36% | Trimmed(-6.3%) |
| 34 | W WALMART INC | $466K | 4.5K | 0.34% | Trimmed(-2.3%) |
| 35 | A ABBVIE INC | $445K | 1.7K | 0.33% | Added(+0.1%) |
| 36 | E ISHARES TR | $419K | 3.8K | 0.31% | Added(+7.7%) |
| 37 | A AIR PRODUCTS AND CHEMICALS I | $395K | 1.4K | 0.29% | Added(+0.6%) |
| 38 | R RTX CORPORATION | $364K | 2.0K | 0.27% | Unchanged |
| 39 | W WELLS FARGO & CO | $362K | 4.5K | 0.27% | Trimmed(-7.2%) |
| 40 | H HOME DEPOT INC | $358K | 1.3K | 0.26% | Trimmed(-0.9%) |
| 41 | J JOHNSON & JOHNSON | $349K | 1.3K | 0.26% | Trimmed(-1.5%) |
| 42 | V VANGUARD INDEX FDS | $314K | 840 | 0.23% | — |
| 43 | E ISHARES TR | $311K | 406 | 0.23% | Trimmed(-10.2%) |
| 44 | Q QUALCOMM INC | $300K | 1.6K | 0.22% | Added(+0.7%) |
| 45 | G GENERAL DYNAMICS CORP | $294K | 886 | 0.22% | Unchanged |
| 46 | A BROADCOM INC | $290K | 826 | 0.21% | Unchanged |
| 47 | X EXXONMOBIL HOLDINGS CORP | $289K | 1.8K | 0.21% | — |
| 48 | E ELEVANCE HEALTH INC FORMERLY | $270K | 694 | 0.20% | Trimmed(-6.5%) |
| 49 | ? N/A RBB FD INC | $254K | 5.1K | 0.19% | Added(+0.1%) |
| 50 | E KINDER MORGAN INC DEL | $251K | 8.3K | 0.18% | Trimmed(-0.5%) |