Lynch Investment Planning, LLC Top Holdings and 13F Report (2026) About Lynch Investment Planning, LLCInvestment ActivityLynch Investment Planning, LLC has $136.32 million in total holdings as of September 30, 2026.Lynch Investment Planning, LLC owns shares of 233 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 16.58% of the portfolio was purchased this quarter.About 10.59% of the portfolio was sold this quarter.This quarter, Lynch Investment Planning, LLC has purchased 56 new stocks and bought additional shares in 22 stocks.Lynch Investment Planning, LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Pimco Total Return ETF $15,972,280SPDR S&P 500 ETF Trust $14,265,425Vanguard Short-Term Bond ETF $11,322,477DFA INVT DIMENSIONS GROUP IN $9,895,777iShares Core MSCI EAFE ETF $8,825,390 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $9,895,777 Holding922908769 - Vanguard Total Stock Market ETF $314,387 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $288,506 Holding718546104 - Phillips 66 $234,630 Holding922908751 - Vanguard Small-Cap ETF $181,379 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 236,120 shares (about $9.90M)Vanguard Value ETF 8,876 shares (about $1.92M)Vanguard Short-Term Bond ETF 15,419 shares (about $1.18M)T. Rowe Price Ultra Short-Term Bond ETF 14,319 shares (about $709.79K)Invesco NASDAQ 100 ETF 2,091 shares (about $637.00K) Largest Sales this Quarter Pimco Total Return ETF 27,353 shares (about $2.38M)iShares Core U.S. Aggregate Bond ETF 5,227 shares (about $494.16K)iShares S&P 100 ETF 916 shares (about $350.00K)Vanguard S&P 500 ETF 362 shares (about $253.78K)VANGUARD MUN BD FDS 3,489 shares (about $249.71K) 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 PortfolioSectorBONDPimco Total Return ETF$15,972,280$2,379,431 ▼-13.0%183,61111.7%ETFSPYSPDR S&P 500 ETF Trust$14,265,425$488,072 ▲3.5%18,70610.5%ETFBSVVanguard Short-Term Bond ETF$11,322,477$1,178,011 ▲11.6%148,2008.3%ETFDFA INVT DIMENSIONS GROUP IN$9,895,777$9,895,777 ▲New Holding236,1207.3%U.S. HIGH RELATI *A*IEFAiShares Core MSCI EAFE ETF$8,825,390$544,369 ▲6.6%91,0966.5%ETFQQQMInvesco NASDAQ 100 ETF$7,816,394$636,997 ▲8.9%25,6585.7%ETFIJRiShares Core S&P Small-Cap ETF$6,434,900$432,739 ▲7.2%47,3024.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$5,672,267$88,693 ▲1.6%11,1284.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,392,151$494,158 ▼-8.4%57,0364.0%ETFVTVVanguard Value ETF$5,208,185$1,917,929 ▲58.3%24,1033.8%ETFDGROiShares Core Dividend Growth ETF$4,947,420$67,776 ▲1.4%65,6243.6%ETFXMMOInvesco S&P MidCap Momentum ETF$3,319,386$83,649 ▲2.6%22,6192.4%ETFAAPLApple$2,489,709$83,923 ▼-3.3%7,4761.8%TechnologyOEFiShares S&P 100 ETF$2,383,867$349,996 ▼-12.8%6,2391.7%ETFGOOGLAlphabet$2,365,069$52,641 ▼-2.2%6,8741.7%Communication ServicesQQQInvesco QQQ$1,605,036$178,502 ▼-10.0%2,1671.2%ETFMSFTMicrosoft$1,526,592$54,888 ▼-3.5%2,9761.1%TechnologyIJHiShares Core S&P Mid-Cap ETF$1,447,516$67,778 ▼-4.5%20,1181.1%ETFAMZNAmazon.com$1,175,788$49,832 ▼-4.1%4,7190.9%Consumer DiscretionaryNEARiShares Short Duration Bond Active ETF$1,166,513$92,041 ▼-7.3%23,3960.9%ETFBRK.BBerkshire Hathaway$1,030,195$32,863 ▼-3.1%2,0690.8%FinanceVANGUARD MUN BD FDS$1,009,423$249,708 ▼-19.8%14,1040.7%CORE TAX EXEMPTVOOVanguard S&P 500 ETF$973,764$253,782 ▼-20.7%1,3890.7%ETFEFAiShares MSCI EAFE ETF$946,831$175,362 ▼-15.6%9,1140.7%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$928,839$709,790 ▲324.0%18,7380.7%ETFJPMJPMorgan Chase & Co.$806,674$38,382 ▼-4.5%2,4380.6%FinanceNVDANVIDIA$777,354$2,972 ▼-0.4%3,4000.6%TechnologyADPAutomatic Data Processing$610,686$260 ▲0.0%2,3510.4%IndustrialsDEDeere & Company$597,302$1,344 ▲0.2%8890.4%IndustrialsAMDAdvanced Micro Devices$524,8900.0%8580.4%TechnologyCSCOCisco Systems$523,187$2,906 ▼-0.6%4,8610.4%TechnologyEMREmerson Electric$499,288$310 ▲0.1%3,2190.4%IndustrialsDFAUDimensional US Core Equity Market ETF$489,461$33,039 ▼-6.3%9,3480.4%ETFWALMART INC$465,985$10,808 ▼-2.3%4,4840.3%COMABBVAbbVie$445,082$262 ▲0.1%1,7010.3%HealthcareISHARES TR$418,664$30,007 ▲7.7%3,7950.3%TRUST ISHARE 0-1APDAir Products and Chemicals$395,338$2,226 ▲0.6%1,4210.3%MaterialsRTXRTX$363,6880.0%1,9590.3%IndustrialsWFCWells Fargo & Company$362,398$27,938 ▼-7.2%4,5270.3%FinanceHDHome Depot$358,226$3,414 ▼-0.9%1,2590.3%Consumer DiscretionaryJNJJohnson & Johnson$349,279$5,296 ▼-1.5%1,3190.3%HealthcareVTIVanguard Total Stock Market ETF$314,387$314,387 ▲New Holding8400.2%ETFIVViShares Core S&P 500 ETF$310,993$35,236 ▼-10.2%4060.2%ETFQCOMQualcomm$300,151$2,208 ▲0.7%1,6310.2%TechnologyGDGeneral Dynamics$294,0010.0%8860.2%IndustrialsAVGOBroadcom$290,0830.0%8260.2%TechnologyEXXONMOBIL HOLDINGS CORP$288,506$288,506 ▲New Holding1,7730.2%COM SHS *A*ELVElevance Health$269,757$18,658 ▼-6.5%6940.2%HealthcareXBILUS Treasury 6 Month Bill ETF$253,914$350 ▲0.1%5,0800.2%ETFKMIKinder Morgan$251,422$1,176 ▼-0.5%8,3390.2%EnergyVONVVanguard Russell 1000 Value ETF$247,158$870 ▲0.4%2,2740.2%ETFLOWLowe's Companies$241,153$1,474 ▲0.6%1,3090.2%Consumer DiscretionaryITWIllinois Tool Works$236,693$259 ▲0.1%9140.2%IndustrialsPSXPhillips 66$234,630$234,630 ▲New Holding9190.2%EnergyCOSTCostco Wholesale$231,737$6,361 ▼-2.7%2550.2%Consumer StaplesIBMInternational Business Machines$219,909$1,539 ▲0.7%1,0000.2%TechnologyORealty Income$187,7260.0%3,4400.1%Real EstateVBVanguard Small-Cap ETF$181,379$181,379 ▲New Holding6380.1%ETFPWRQuanta Services$179,903$22,488 ▼-11.1%2800.1%IndustrialsCATCaterpillar$175,658$3,238 ▼-1.8%2170.1%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$172,806$172,806 ▲New Holding2,1290.1%ETFAFLAflac$171,771$171,771 ▲New Holding1,5370.1%FinanceCOPConocoPhillips$164,491$164,491 ▲New Holding1,3140.1%EnergyGOOGAlphabet$157,724$157,724 ▲New Holding4630.1%Communication ServicesPRUPrudential Financial$151,516$151,516 ▲New Holding1,3340.1%FinanceHONEYWELL INTL INC$150,611$150,611 ▲New Holding7140.1%COMLLYEli Lilly and Company$142,321$142,321 ▲New Holding1230.1%HealthcareVUGVanguard Growth ETF$140,119$140,119 ▲New Holding1,5550.1%ETFPMPhilip Morris International$138,516$138,516 ▲New Holding7260.1%Consumer StaplesUNPUnion Pacific$131,439$131,439 ▲New Holding4830.1%IndustrialsBACBank of America$115,283$115,283 ▲New Holding2,1180.1%FinanceVXUSVanguard Total International Stock ETF$115,206$115,206 ▲New Holding1,3560.1%ETFCLColgate-Palmolive$114,585$114,585 ▲New Holding1,3430.1%Consumer StaplesORCLOracle$111,900$111,900 ▲New Holding8150.1%TechnologyWTRGEssential Utilities$108,785$108,785 ▲New Holding2,7760.1%UtilitiesMETAMeta Platforms$105,961$105,961 ▲New Holding1460.1%Communication ServicesMRKMerck & Co., Inc.$103,923$103,923 ▲New Holding7110.1%HealthcareHONEYWELL AEROSPACE INC$103,178$103,178 ▲New Holding6660.1%COMCVXChevron$99,674$99,674 ▲New Holding4880.1%EnergyVIGVanguard Dividend Appreciation ETF$96,365$96,365 ▲New Holding4130.1%ETFTRVTravelers Companies$92,336$92,336 ▲New Holding2590.1%FinanceTPLCTimothy Plan US Large/Mid Cap Core ETF$91,893$91,893 ▲New Holding1,8990.1%ETFWMBWilliams Companies$87,885$87,885 ▲New Holding1,2930.1%EnergyAPHAmphenol$86,114$86,114 ▲New Holding1,0200.1%TechnologyPGProcter & Gamble$76,563$76,563 ▲New Holding5270.1%Consumer StaplesTPHDTimothy Plan High Dividend Stock ETF$76,403$76,403 ▲New Holding1,8840.1%ETFKOCoca-Cola$75,784$75,784 ▲New Holding8750.1%Consumer StaplesMCDMcDonald's$74,825$74,825 ▲New Holding3240.1%Consumer DiscretionaryGEGE Aerospace$72,771$72,771 ▲New Holding2330.1%IndustrialsMAINMain Street Capital$72,504$72,504 ▲New Holding1,3170.1%FinanceICSHiShares Ultra Short-Term Bond Active ETF$69,106$69,106 ▲New Holding1,3710.1%ETFSCHXSchwab US Large-Cap ETF$66,510$66,510 ▲New Holding2,2170.0%ETFSHELShell$65,488$65,488 ▲New Holding6890.0%EnergyGLWCorning$65,348$65,348 ▲New Holding4250.0%TechnologyUSXFiShares ESG Advanced MSCI USA ETF$63,092$63,092 ▲New Holding9270.0%ETFMTBM&T Bank$58,099$58,099 ▲New Holding2670.0%FinanceIGROiShares International Dividend Growth ETF$55,031$55,031 ▲New Holding6200.0%ETFGE VERNOVA INC$54,178$54,178 ▲New Holding570.0%COMVVVanguard Large-Cap ETF$52,778$52,778 ▲New Holding1500.0%ETFDINOHF Sinclair$48,831$48,831 ▲New Holding4550.0%EnergyShowing largest 100 holdings. 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