Q2 2026 13F · SEC CIK 2110354

Lynch Investment Planning, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $130.2M
Reported positions: 56
Holdings vs S&P 500, 3 yrs: —
Assets under management: $143.3M

Lynch Investment Planning, LLC is a wealth manager that reported 56 positions worth $130.2M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Pimco ETF Tr (BOND, 14.9%), Spdr S&p 500 ETF Tr (SPY, 10.4%), Vanguard Bd Index Fds Vanguard Short Ter (BSV, 7.9%).

Lynch Investment Planning, LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lynch Investment Planning, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BONDPimco ETF Tr	14.9%	15.9%	210,964	+9.7%	$19.5M
SPYSpdr S&p 500 ETF Tr	10.4%	10.0%	18,066	+5.8%	$13.5M
BSVVanguard Bd Index Fds Vanguard Short Ter	7.9%	7.7%	132,781	+21.2%	$10.3M
DUHPDimensional ETF Trust	7.5%	7.6%	232,664	+0.9%	$9.7M
IEFAIshares Core Msci Eafe ETF	6.3%	6.3%	85,477	+9.7%	$8.3M
QQQMInvesco Nasdaq 100 ETF	5.5%	5.0%	23,567	+0.6%	$7.1M
IJRIshares Core S&p Small Cap ETF	5.0%	4.3%	44,121	+13.5%	$6.5M
AGGIshares Tr	4.7%	5.1%	62,263	+8.1%	$6.2M
DIAState Street Spdr Dow Jones Industrial A	4.4%	4.3%	10,954	+7.5%	$5.7M
DGROIshares Core Dividend Growth ETF	3.8%	4.0%	64,725	+2.0%	$4.9M
XMMOInvesco S&p Midcap Momentum ETF	2.9%	3.0%	22,049	-3.1%	$3.8M
VTVVanguard Value ETF	2.5%	1.8%	15,227	+45.3%	$3.3M
OEFIshares S&p 100 ETF	2.0%	2.2%	7,155	-6.7%	$2.6M
GOOGLAlphabet Inc	1.9%	1.8%	7,027	-0.6%	$2.5M
AAPLApple Inc	1.7%	2.0%	7,728	-11.4%	$2.2M
QQQInvesco Qqq Tr	1.4%	1.3%	2,408	-0.6%	$1.8M
IJHIshares Tr	1.2%	1.3%	21,060	-4.7%	$1.6M
VCRMVanguard Mun Bd Fds	1.0%	0.8%	17,593	+42.1%	$1.3M
NEARIshares Short Duration Bond Active ETF	1.0%	0.9%	25,242	+34.3%	$1.3M
VOOVanguard S&p 500 ETF	0.9%	0.9%	1,751	+0.1%	$1.2M
AMZNAmazon Com Inc Com	0.9%	0.9%	4,919	-0.1%	$1.2M
MSFTMicrosoft Corp	0.9%	1.0%	3,083	-1.6%	$1.1M
EFAiShs MSCI EAFE	0.9%	0.9%	10,802	+1.0%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	2,135	+0.0%	$1.1M
JPMJpmorgan Chase & Co	0.6%	0.7%	2,554	+3.4%	$836K
NVDANvidia Corporation Com	0.5%	0.5%	3,413	-0.4%	$683K
CSCOCisco Sys Inc	0.4%	0.3%	4,888	+0.0%	$574K
DEDeere & Co Com	0.4%	0.4%	887	+0.2%	$563K
ADPAutomatic Data Processing Inc Com	0.4%	0.4%	2,350	+0.0%	$530K
WMTWalmart Inc	0.4%	0.5%	4,588	+0.0%	$520K
DFAUDimensional US Core Equity Market ETF	0.4%	0.5%	9,979	-18.7%	$516K
AMDAdvanced Micro Devices Inc	0.4%	—	858	—	$498K
EMREmerson Elec Co Com	0.4%	0.4%	3,217	+0.0%	$461K
HDHome Depot Inc Com	0.3%	0.4%	1,271	-15.0%	$448K
ABBVAbbvie Inc	0.3%	0.3%	1,700	-2.4%	$428K
APDAir Products and Chemicals Inc	0.3%	0.4%	1,413	+0.6%	$414K
WFCWells Fargo Co New	0.3%	0.3%	4,876	+8.9%	$403K
SHVIshares Tr	0.3%	0.3%	3,523	+0.0%	$389K
RTXRtx Corporation Com	0.3%	0.3%	1,959	+0.0%	$372K
JNJJohnson & Johnson	0.3%	0.3%	1,339	+10.3%	$340K
IVVIshares Core S&p 500 ETF	0.3%	0.3%	452	+0.2%	$339K
GDGeneral Dynamics Corp	0.2%	0.3%	886	-4.5%	$314K
AVGOBroadcom Inc	0.2%	0.2%	826	+0.0%	$312K
QCOMQualcomm Inc	0.2%	—	1,619	—	$299K
LOWLowes Cos Inc	0.2%	0.3%	1,301	+0.5%	$287K
ELVElevance Health Inc Formerly	0.2%	—	742	—	$287K
IBMInternational Business Machs	0.2%	0.2%	993	+0.5%	$279K
KMIKinder Morgan Inc Del Com	0.2%	0.2%	8,378	+3.8%	$268K
XBILRbb Fd Inc	0.2%	0.2%	5,073	+0.1%	$254K
ITWIllinois Tool Works Inc.	0.2%	0.3%	913	-20.6%	$249K

What Lynch Investment Planning, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VTV Vanguard Value ETF+45.3% shares
VCRM Vanguard Mun Bd Fds+42.1% shares
NEAR Ishares Short Duration Bond Active ETF+34.3% shares
BSV Vanguard Bd Index Fds Vanguard Short Ter+21.2% shares
IJR Ishares Core S&p Small Cap ETF+13.5% shares
JNJ Johnson & Johnson+10.3% shares
BOND Pimco ETF Tr+9.7% shares
IEFA Ishares Core Msci Eafe ETF+9.7% shares

Reduced

ITW Illinois Tool Works Inc.-20.6% shares
DFAU Dimensional US Core Equity Market ETF-18.7% shares
HD Home Depot Inc Com-15.0% shares
AAPL Apple Inc-11.4% shares
OEF Ishares S&p 100 ETF-6.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$130.2M	56
Q1 2026	$111.3M	54
Q4 2025	$104.4M	54

Questions about Lynch Investment Planning, LLC's portfolio

What stocks does Lynch Investment Planning, LLC own?

Lynch Investment Planning, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 56 positions worth $130.2M. The largest are Pimco ETF Tr (BOND) at 14.9%, Spdr S&p 500 ETF Tr (SPY) at 10.4%, Vanguard Bd Index Fds Vanguard Short Ter (BSV) at 7.9%, Dimensional ETF Trust (DUHP) at 7.5% and Ishares Core Msci Eafe ETF (IEFA) at 6.3%.

What did Lynch Investment Planning, LLC buy last quarter?

In Q2 2026, Lynch Investment Planning, LLC added Vanguard Value ETF (VTV) (+45.3% shares), Vanguard Mun Bd Fds (VCRM) (+42.1% shares) and Ishares Short Duration Bond Active ETF (NEAR) (+34.3% shares), compared with its Q1 2026 filing.

What did Lynch Investment Planning, LLC sell last quarter?

In Q2 2026, Lynch Investment Planning, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Costco Whsl Corp New (COST), Illinois Tool Works Inc. (ITW) (-20.6% shares), Dimensional US Core Equity Market ETF (DFAU) (-18.7% shares) and Home Depot Inc Com (HD) (-15.0% shares), compared with its Q1 2026 filing.

When is Lynch Investment Planning, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lynch Investment Planning, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lynch Investment Planning, LLC manage?

Lynch Investment Planning, LLC reported $143.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $130.2M.