Lynch Investment Planning, LLC — 13F Holdings & Portfolio
CIK 2110354 · latest 13F-HR filed 2026-05-13
Lynch Investment Planning, LLC manages $111.3M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BOND (15.94%), SPY (10.00%), BSV (7.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 17, and trimmed 20.
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.
$111.3M
Long-equity book
54
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −2 / ↑17 / ↓20
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PIMCO ETF TR$3.4M +23.9%
- ISHARES TR$2.6M +57.3%
- ISHARES TR$1.7M +53.4%
- VANGUARD BD INDEX FDS$1.1M +15.2%
- ISHARES TR$661.4K +13.1%
Top Trims
- ISHARES TR-$2.3M -48.5%
- MICROSOFT CORP-$410.3K -26.1%
- ISHARES TR-$230.5K -13.4%
- ALPHABET INC-$204.5K -9.1%
- AUTOMATIC DATA PROCESSING IN-$155.4K -24.4%
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 | PIMCO ETF TR | BOND | 72201R775 | $17.7M | 15.94% | 192,244 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.1M | 10.00% | 17,071 | SH |
| 3 | VANGUARD BD INDEX FDS | BSV | 921937827 | $8.6M | 7.72% | 109,593 | SH |
| 4 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $8.5M | 7.61% | 230,498 | SH |
| 5 | ISHARES TR | IEFA | 46432F842 | $7.1M | 6.34% | 77,937 | SH |
| 6 | ISHARES TR | AGG | 464287226 | $5.7M | 5.14% | 57,618 | SH |
| 7 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $5.6M | 5.00% | 23,434 | SH |
| 8 | ISHARES TR | IJR | 464287804 | $4.8M | 4.34% | 38,880 | SH |
| 9 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $4.7M | 4.25% | 10,193 | SH |
| 10 | ISHARES TR | DGRO | 46434V621 | $4.5M | 4.00% | 63,487 | SH |
| 11 | INVESCO EXCHANGE TRADED FD T | XMMO | 46137V464 | $3.3M | 2.97% | 22,762 | SH |
| 12 | ISHARES TR | OEF | 464287101 | $2.4M | 2.19% | 7,665 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $2.2M | 1.99% | 8,725 | SH |
| 14 | VANGUARD INDEX FDS | VTV | 922908744 | $2.1M | 1.85% | 10,478 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $2.0M | 1.83% | 7,071 | SH |
| 16 | ISHARES TR | IJH | 464287507 | $1.5M | 1.34% | 22,098 | SH |
| 17 | INVESCO QQQ TR | QQQ | 46090E103 | $1.4M | 1.26% | 2,422 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 1.04% | 3,132 | SH |
| 19 | VANGUARD INDEX FDS | VOO | 922908363 | $1.0M | 0.94% | 1,750 | SH |
| 20 | ISHARES TR | EFA | 464287465 | $1.0M | 0.93% | 10,692 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.92% | 4,925 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.92% | 2,135 | SH |
| 23 | ISHARES U S ETF TR | NEAR | 46431W507 | $955.2K | 0.86% | 18,791 | SH |
| 24 | VANGUARD MUN BD FDS | VCRM | 922907712 | $930.3K | 0.84% | 12,379 | SH |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $726.5K | 0.65% | 2,470 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $597.5K | 0.54% | 3,426 | SH |
| 27 | WALMART INC | WMT | 931142103 | $571.1K | 0.51% | 4,586 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $553.7K | 0.50% | 12,272 | SH |
| 29 | DEERE & CO | DE | 244199105 | $499.8K | 0.45% | 885 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $491.9K | 0.44% | 1,496 | SH |
| 31 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $481.4K | 0.43% | 2,350 | SH |
| 32 | EMERSON ELEC CO | EMR | 291011104 | $421.3K | 0.38% | 3,216 | SH |
| 33 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $407.9K | 0.37% | 1,404 | SH |
| 34 | ISHARES TR | SHV | 464288679 | $388.9K | 0.35% | 3,523 | SH |
| 35 | CISCO SYS INC | CSCO | 17275R102 | $379.1K | 0.34% | 4,886 | SH |
| 36 | ABBVIE INC | ABBV | 00287Y109 | $378.8K | 0.34% | 1,742 | SH |
| 37 | RTX CORPORATION | RTX | 75513E101 | $377.9K | 0.34% | 1,959 | SH |
| 38 | WELLS FARGO & CO | WFC | 949746101 | $356.3K | 0.32% | 4,476 | SH |
| 39 | GENERAL DYNAMICS CORP | GD | 369550108 | $318.5K | 0.29% | 928 | SH |
| 40 | HONEYWELL INTL INC | HON | 438516106 | $313.1K | 0.28% | 1,385 | SH |
| 41 | LOWES COS INC | LOW | 548661107 | $305.8K | 0.27% | 1,294 | SH |
| 42 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $301.2K | 0.27% | 1,150 | SH |
| 43 | EXXON MOBIL CORP | XOM | 30231G102 | $297.9K | 0.27% | 1,756 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $296.7K | 0.27% | 1,214 | SH |
| 45 | ISHARES TR | IVV | 464287200 | $294.6K | 0.26% | 451 | SH |
| 46 | KINDER MORGAN INC DEL | KMI | 49456B101 | $270.7K | 0.24% | 8,073 | SH |
| 47 | BROADCOM INC | AVGO | 11135F101 | $255.7K | 0.23% | 826 | SH |
| 48 | RBB FD INC | XBIL | 74933W460 | $254.2K | 0.23% | 5,067 | SH |
| 49 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $239.4K | 0.22% | 988 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $237.7K | 0.21% | 239 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $111.3M | 54 | 0001754960-26-000378 |
| 2025-12-31 | 2026-02-24 | $104.4M | 54 | 0001754960-26-000191 |