Lynch Investment Planning, LLC Top Holdings and 13F Report (2026) About Lynch Investment Planning, LLCInvestment ActivityLynch Investment Planning, LLC has $111.29 million in total holdings as of March 31, 2026.Lynch Investment Planning, LLC owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 11.53% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Lynch Investment Planning, LLC has purchased 54 new stocks and bought additional shares in 25 stocks.Lynch Investment Planning, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings PIMCO ETF TR $17,740,314SPDR S&P 500 ETF Trust $11,132,223Vanguard Short-Term Bond ETF $8,593,181Dimensional US High Profitability ETF $8,473,115iShares Core MSCI EAFE ETF $7,055,657 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $294,609 Holding92206C714 - Vanguard Russell 1000 Value ETF $211,670 Holding Largest Purchases this Quarter PIMCO ETF TR 39,090 shares (about $3.61M)iShares Core MSCI EAFE ETF 27,806 shares (about $2.52M)iShares Core S&P Small-Cap ETF 12,659 shares (about $1.57M)Vanguard Short-Term Bond ETF 14,971 shares (about $1.17M)SPDR S&P 500 ETF Trust 1,074 shares (about $700.37K) Largest Sales this Quarter iShares S&P 100 ETF 6,131 shares (about $1.95M)iShares Core S&P Mid-Cap ETF 4,005 shares (about $270.46K)iShares MSCI EAFE ETF 1,360 shares (about $132.09K)US Treasury 6 Month Bill ETF 1,865 shares (about $93.58K)Dimensional US Core Equity Market ETF 1,863 shares (about $84.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLynch Investment Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPIMCO ETF TR$17,740,314$3,607,233 â–²25.5%192,24415.9%ACTIVE BD ETFSPYSPDR S&P 500 ETF Trust$11,132,223$700,369 â–²6.7%17,07110.0%FinanceBSVVanguard Short-Term Bond ETF$8,593,181$1,173,875 â–²15.8%109,5937.7%ETFDUHPDimensional US High Profitability ETF$8,473,115$1,029 â–²0.0%230,4987.6%ETFIEFAiShares Core MSCI EAFE ETF$7,055,657$2,517,284 â–²55.5%77,9376.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,719,703$692,305 â–²13.8%57,6185.1%FinanceQQQMInvesco NASDAQ 100 ETF$5,568,391$320,312 â–²6.1%23,4345.0%ETFIJRiShares Core S&P Small-Cap ETF$4,833,184$1,573,644 â–²48.3%38,8804.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$4,731,290$508,731 â–²12.0%10,1934.3%FinanceDGROiShares Core Dividend Growth ETF$4,455,497$37,476 â–²0.8%63,4874.0%ETFXMMOInvesco S&P MidCap Momentum ETF$3,300,933$110,070 â–²3.4%22,7623.0%ETFOEFiShares S&P 100 ETF$2,437,875$1,949,982 â–¼-44.4%7,6652.2%ETFAAPLApple$2,214,378$182,734 â–²9.0%8,7252.0%Computer and TechnologyVTVVanguard Value ETF$2,055,724$611,930 â–²42.4%10,4781.8%ETFGOOGLAlphabet$2,033,342$22,717 â–¼-1.1%7,0711.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,492,264$270,455 â–¼-15.3%22,0981.3%ETFQQQInvesco QQQ$1,397,829$22,508 â–¼-1.6%2,4221.3%FinanceMSFTMicrosoft$1,159,301$41,827 â–¼-3.5%3,1321.0%Computer and TechnologyVOOVanguard S&P 500 ETF$1,045,875$16,734 â–²1.6%1,7500.9%ETFEFAiShares MSCI EAFE ETF$1,038,484$132,093 â–¼-11.3%10,6920.9%FinanceAMZNAmazon.com$1,025,771$4,166 â–¼-0.4%4,9250.9%Retail/WholesaleBRK.BBerkshire Hathaway$1,023,030$42,167 â–¼-4.0%2,1350.9%FinanceNEARiShares Short Duration Bond Active ETF$955,241$40,566 â–²4.4%18,7910.9%ETFVANGUARD MUN BD FDS$930,282$220,866 â–²31.1%12,3790.8%CORE TAX EXEMPTJPMJPMorgan Chase & Co.$726,460$20,882 â–¼-2.8%2,4700.7%FinanceNVDANVIDIA$597,535$10,988 â–¼-1.8%3,4260.5%Computer and TechnologyWALMART INC$571,116$28,020 â–¼-4.7%4,5860.5%COMDFAUDimensional US Core Equity Market ETF$553,713$84,059 â–¼-13.2%12,2720.5%ETFDEDeere & Company$499,833$1,694 â–²0.3%8850.4%IndustrialsHDHome Depot$491,950$43,736 â–¼-8.2%1,4960.4%Retail/WholesaleADPAutomatic Data Processing$481,435$22,535 â–¼-4.5%2,3500.4%Computer and TechnologyEMREmerson Electric$421,321$262 â–²0.1%3,2160.4%IndustrialsAPDAir Products and Chemicals$407,892$2,615 â–²0.6%1,4040.4%Basic MaterialsSHViShares Short Treasury Bond ETF$388,904$17,994 â–¼-4.4%3,5230.3%ETFCSCOCisco Systems$379,084$11,483 â–¼-2.9%4,8860.3%Computer and TechnologyABBVAbbVie$378,797$217 â–²0.1%1,7420.3%MedicalRTXRTX$377,891$44,560 â–¼-10.5%1,9590.3%AerospaceWFCWells Fargo & Company$356,298$1,990 â–²0.6%4,4760.3%FinanceGDGeneral Dynamics$318,508$14,415 â–¼-4.3%9280.3%AerospaceHONHoneywell International$313,052$11,528 â–¼-3.6%1,3850.3%Multi-Sector ConglomeratesLOWLowe's Companies$305,844$1,182 â–²0.4%1,2940.3%Retail/WholesaleITWIllinois Tool Works$301,175$13,095 â–¼-4.2%1,1500.3%IndustrialsXOMExxonMobil$297,910$1,527 â–²0.5%1,7560.3%EnergyJNJJohnson & Johnson$296,735$12,955 â–¼-4.2%1,2140.3%MedicalIVViShares Core S&P 500 ETF$294,609$294,609 â–²New Holding4510.3%ETFKMIKinder Morgan$270,688$201 â–²0.1%8,0730.2%EnergyAVGOBroadcom$255,655$12,999 â–¼-4.8%8260.2%Computer and TechnologyXBILUS Treasury 6 Month Bill ETF$254,243$93,579 â–¼-26.9%5,0670.2%ETFIBMInternational Business Machines$239,376$1,696 â–²0.7%9880.2%Computer and TechnologyCOSTCostco Wholesale$237,707$14,919 â–¼-5.9%2390.2%Retail/WholesaleORealty Income$221,099$22,921 â–¼-9.4%3,5980.2%FinanceELVElevance Health$216,206$4,388 â–¼-2.0%7390.2%MedicalVONVVanguard Russell 1000 Value ETF$211,670$211,670 â–²New Holding2,2580.2%ETFQCOMQualcomm$207,207$8,886 â–¼-4.1%1,6090.2%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$0$236,498 â–¼-100.0%00.0%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$201,252 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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