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Lynx Investment Advisory — 13F Holdings & Portfolio

CIK 2028812 · latest 13F-HR filed 2026-04-24

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$209.2M

Long-equity book

Holdings

400

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+31 / −16 / ↑66 / ↓41

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD DIVIDEND APPRECIATION ETF$2.5M +696.5%
  • ISHARES INTL DIVIDEND GROWTH ETF$1.9M +30.6%
  • INVESCO S&P 500 QUALITY ETF$1.6M +17.2%
  • PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$1.4M +26.5%
  • INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF$1.3M +62.3%
Show all 66 →

Top Trims

  • MICROSOFT CORP COM-$1.6M -31.8%
  • AKRE FOCUS ETF-$1.0M -17.8%
  • ALPHABET INC CAP STK CL A-$534.9K -11.7%
  • APPLE INC COM-$521.6K -7.5%
  • MASTERCARD INCORPORATED CL A-$452.5K -15.0%
Show all 41 →

New Positions

  • FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND$795.3K
  • EASTMAN CHEM CO COM$586.4K
  • VANGUARD SMALL-CAP ETF$530.2K
  • VANGUARD TOTAL STOCK MKT ETF (VTI)$459.7K
  • STATE STREET SPDR S&P DIVIDEND ETF$405.7K
Show all 31 →

Exited Positions

  • COMERICA INC COM$427.3K
  • FORD MTR CO COM$411.1K
  • INVESCO S&P 500 EQUAL WEIGHT ETF$371.4K
  • INTERNATIONAL PAPER CO COM$368.0K
  • CONAGRA BRANDS INC COM$346.5K
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO S&P 500 QUALITY ETF SPHQ 46137V241 $10.9M 5.22% 145,321 SH
2 ISHARES INTL DIVIDEND GROWTH ETF IGRO 46435G524 $8.0M 3.84% 95,812 SH
3 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $7.8M 3.72% 115,326 SH
4 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF NOBL 74348A467 $6.9M 3.28% 64,651 SH
5 SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST GLDM 98149E303 $6.6M 3.17% 71,544 SH
6 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $6.5M 3.10% 166,335 SH
7 APPLE INC COM AAPL 037833100 $6.4M 3.04% 25,025 SH
8 SPDR GOLD SHARES ETF GLD 78463V107 $5.6M 2.67% 13,008 SH
9 AKRE FOCUS ETF AKRE 74316P579 $4.7M 2.25% 89,139 SH
10 SPDR S&P 500 ETF SPY 78462F103 $4.3M 2.07% 6,669 SH
11 FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND FGD 33734X200 $4.3M 2.03% 133,305 SH
12 ALPHABET INC CAP STK CL A GOOGL 02079K305 $4.0M 1.90% 13,792 SH
13 STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF SPMD 78464A847 $3.7M 1.78% 62,763 SH
14 VANGUARD CORE BOND ETF VCRB 922020748 $3.5M 1.66% 44,826 SH
15 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF SPHD 46138E362 $3.5M 1.65% 69,783 SH
16 MICROSOFT CORP COM MSFT 594918104 $3.3M 1.57% 8,860 SH
17 AMAZON COM INC COM AMZN 023135106 $3.0M 1.46% 14,642 SH
18 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $2.9M 1.39% 13,550 SH
19 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $2.8M 1.33% 36,140 SH
20 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $2.7M 1.27% 17,980 SH
21 ISHARES GOLD TRUST IAU 464285204 $2.7M 1.27% 30,127 SH
22 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $2.6M 1.25% 5,451 SH
23 MASTERCARD INCORPORATED CL A MA 57636Q104 $2.6M 1.22% 5,127 SH
24 STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF NZUS 78468R861 $2.2M 1.06% 115,990 SH
25 ISHARES GLOBAL TIMBER & FORESTRY ETF WOOD 464288174 $2.1M 1.02% 29,991 SH
26 FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND TDTT 33939L506 $2.1M 1.01% 87,199 SH
27 VANGUARD FTSE DEV MKTS ETF (VEA) VEA 921943858 $1.9M 0.93% 30,316 SH
28 SPDR GOLD SHARES ETF GLD 78463V107 $1.6M 0.78% 3,803 SH
29 ISHARES GOLD TRUST IAU 464285204 $1.6M 0.75% 17,692 SH
30 NVIDIA CORPORATION COM NVDA 67066G104 $1.4M 0.66% 7,874 SH
31 PFIZER INC COM PFE 717081103 $1.3M 0.61% 45,742 SH
32 INVESCO S&P GLOBAL WATER INDEX ETF CGW 46138E263 $1.3M 0.60% 19,553 SH
33 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $1.2M 0.59% 48,064 SH
34 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $1.2M 0.59% 24,421 SH
35 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $1.2M 0.57% 46,506 SH
36 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $1.2M 0.56% 15,838 SH
37 VANGUARD FTSE DEV MKTS ETF (VEA) VEA 921943858 $1.2M 0.55% 17,991 SH
38 OGE ENERGY CORP COM OGE 670837103 $1.2M 0.55% 24,028 SH
39 VISA INC COM CL A V 92826C839 $1.1M 0.53% 3,674 SH
40 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX 25434V880 $1.1M 0.53% 32,643 SH
41 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $1.1M 0.53% 17,999 SH
42 AES CORP COM AES 00130H105 $1.1M 0.50% 74,893 SH
43 ALPHABET INC CAP STK CL C GOOG 02079K107 $1.0M 0.50% 3,648 SH
44 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE 25434V302 $990.8K 0.47% 29,261 SH
45 VANGUARD S&P 500 ETF VOO 922908363 $971.6K 0.46% 1,626 SH
46 APA CORPORATION COM APA 03743Q108 $952.3K 0.46% 22,439 SH
47 STATE STREET UTILITIES SELECT SECTOR SPDR ETF XLU 81369Y886 $945.7K 0.45% 20,608 SH
48 CONOCOPHILLIPS COM COP 20825C104 $917.8K 0.44% 6,953 SH
49 ISHARES SEMICONDUCTOR ETF SOXX 464287523 $905.0K 0.43% 2,754 SH
50 STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF GNR 78463X541 $894.8K 0.43% 11,983 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $209.2M 400 0002028812-26-000002
2025-12-31 2026-02-05 $183.3M 373 0002028812-26-000001