Lynch Investment Planning, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Lynch Investment Planning, Llc disclosed 56 stock positions valued at approximately $130.16M as of quarter-end June 30, 2026. The largest holdings include PIMCO ETF TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $130.16M
Holdings by Sector
Lynch Investment Planning, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | BOND | Other | 14.95% | 210,964 | +18,720 | +9.74% | $19,452,982 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 10.37% | 18,066 | +995 | +5.83% | $13,490,815 |
| VANGUARD BD INDEX FDS | BSV | Other | 7.95% | 132,781 | +23,188 | +21.16% | $10,344,933 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 7.46% | 232,664 | +2,166 | +0.94% | $9,709,075 |
| ISHARES TR | IEFA | Other | 6.34% | 85,477 | +7,540 | +9.67% | $8,255,417 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 5.49% | 23,567 | +133 | +0.57% | $7,140,112 |
| ISHARES TR | IJR | Other | 5.03% | 44,121 | +5,241 | +13.48% | $6,543,530 |
| ISHARES TR | AGG | Other | 4.73% | 62,263 | +4,645 | +8.06% | $6,162,743 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 4.41% | 10,954 | +761 | +7.47% | $5,737,806 |
| ISHARES TR | DGRO | Other | 3.77% | 64,725 | +1,238 | +1.95% | $4,905,475 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 2.88% | 22,049 | -713 | -3.13% | $3,751,348 |
| VANGUARD INDEX FDS | VTV | Other | 2.55% | 15,227 | +4,749 | +45.32% | $3,318,425 |
| ISHARES TR | OEF | Other | 2.01% | 7,155 | -510 | -6.65% | $2,617,909 |
| ALPHABET INC | GOOGL | Communication Services | 1.93% | 7,027 | -44 | -0.62% | $2,511,328 |
| APPLE INC | AAPL | Technology | 1.72% | 7,728 | -997 | -11.43% | $2,236,275 |
| INVESCO QQQ TR | QQQ | Other | 1.36% | 2,408 | -14 | -0.58% | $1,773,122 |
| ISHARES TR | IJH | Other | 1.25% | 21,060 | -1,038 | -4.70% | $1,623,966 |
| VANGUARD MUN BD FDS | VCRM | Other | 1.03% | 17,593 | +5,214 | +42.12% | $1,344,105 |
| ISHARES U S ETF TR | NEAR | Other | 0.98% | 25,242 | +6,451 | +34.33% | $1,278,760 |
| VANGUARD INDEX FDS | VOO | Other | 0.92% | 1,751 | +1 | +0.06% | $1,202,760 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.90% | 4,919 | -6 | -0.12% | $1,172,441 |
| MICROSOFT CORP | MSFT | Technology | 0.88% | 3,083 | -49 | -1.56% | $1,149,992 |
| ISHARES TR | EFA | Other | 0.86% | 10,802 | +110 | +1.03% | $1,122,128 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.82% | 2,135 | - | - | $1,068,268 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.64% | 2,554 | +84 | +3.40% | $836,004 |
| NVIDIA CORPORATION | NVDA | Technology | 0.52% | 3,413 | -13 | -0.38% | $682,943 |
| CISCO SYS INC | CSCO | Technology | 0.44% | 4,888 | +2 | +0.04% | $574,149 |
| DEERE & CO | DE | Industrials | 0.43% | 887 | +2 | +0.23% | $562,763 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.41% | 2,350 | - | - | $530,377 |
| WALMART INC | WMT | Consumer Defensive | 0.40% | 4,588 | +2 | +0.04% | $519,642 |
Showing 30 of 56 holdings in the latest reporting period.