Lynch Investment Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$111.3M
Q ending 2026-03-31
Prior quarter
$104.4M
Q ending 2025-12-31
Change
+6.6% QoQ
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pimco Etf Tr | BOND | Shares | $17.7M | 192K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.1M | 17K |
| Vanguard Bd Index Fds | BSV | Shares | $8.6M | 110K |
| Dimensional Etf Trust | DUHP | Shares | $8.5M | 230K |
| Ishares Tr | IEFA | Shares | $7.1M | 78K |
| Ishares Tr | AGG | Shares | $5.7M | 58K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $5.6M | 23K |
| Ishares Tr | IJR | Shares | $4.8M | 39K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $4.7M | 10K |
| Ishares Tr | DGRO | Shares | $4.5M | 63K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $3.3M | 23K |
| Ishares Tr | OEF | Shares | $2.4M | 8K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Vanguard Index Fds | VTV | Shares | $2.1M | 10K |
| Alphabet Inc | GOOGL | Shares | $2.0M | 7K |
| Ishares Tr | IJH | Shares | $1.5M | 22K |
| Invesco Qqq Tr | QQQ | Shares | $1.4M | 2K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Vanguard Index Fds | VOO | Shares | $1.0M | 2K |
| Ishares Tr | EFA | Shares | $1.0M | 11K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.0M | 2K |
| Ishares U S Etf Tr | NEAR | Shares | $955K | 19K |
| Vanguard Mun Bd Fds | VCRM | Shares | $930K | 12K |
| Jpmorgan Chase & Co | JPM | Shares | $726K | 2K |
| Nvidia Corporation | NVDA | Shares | $598K | 3K |
| Walmart Inc | WMT | Shares | $571K | 5K |
| Dimensional Etf Trust | DFAU | Shares | $554K | 12K |
| Deere & Co | DE | Shares | $500K | 885 |
| Home Depot Inc | HD | Shares | $492K | 1K |
| Automatic Data Processing In | ADP | Shares | $481K | 2K |
| Emerson Elec Co | EMR | Shares | $421K | 3K |
| Air Products And Chemicals I | APD | Shares | $408K | 1K |
| Ishares Tr | SHV | Shares | $389K | 4K |
| Cisco Sys Inc | CSCO | Shares | $379K | 5K |
| Abbvie Inc | ABBV | Shares | $379K | 2K |
| Rtx Corporation | RTX | Shares | $378K | 2K |
| Wells Fargo & Co | WFC | Shares | $356K | 4K |
| General Dynamics Corp | GD | Shares | $319K | 928 |
| Honeywell Intl Inc | HONGBP | Shares | $313K | 1K |
| Lowes Cos Inc | LOW | Shares | $306K | 1K |
| Illinois Tool Wks Inc | ITW | Shares | $301K | 1K |
| Exxon Mobil Corp | XOM | Shares | $298K | 2K |
| Johnson & Johnson | JNJ | Shares | $297K | 1K |
| Ishares Tr | IVV | Shares | $295K | 451 |
| Kinder Morgan Inc Del | KMI | Shares | $271K | 8K |
| Broadcom Inc | AVGO | Shares | $256K | 826 |
| Rbb Fd Inc | XBIL | Shares | $254K | 5K |
| International Business Machs | IBM | Shares | $239K | 988 |
| Costco Wholesale Corporation | COST | Shares | $238K | 239 |
| Realty Income Corp | O | Shares | $221K | 4K |
| Elevance Health Inc Formerly | ELV | Shares | $216K | 739 |
| Vanguard Scottsdale Fds | VONV | Shares | $212K | 2K |
| Qualcomm Inc | QCOM | Shares | $207K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.