Lynch Investment Planning, LLC Top Holdings and 13F Report (2026) About Lynch Investment Planning, LLCInvestment ActivityLynch Investment Planning, LLC has $130.16 million in total holdings as of June 30, 2026.Lynch Investment Planning, LLC owns shares of 56 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Lynch Investment Planning, LLC has purchased 54 new stocks and bought additional shares in 32 stocks.Lynch Investment Planning, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings PIMCO ETF TR $19,452,982SPDR S&P 500 ETF Trust $13,490,815Vanguard Short-Term Bond ETF $10,344,933Dimensional US High Profitability ETF $9,709,075iShares Core MSCI EAFE ETF $8,255,417 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $498,421 Holding149123101 - Caterpillar $235,343 Holding74762E102 - Quanta Services $226,813 Holding87283Q701 - T. Rowe Price Ultra Short-Term Bond ETF $219,936 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 23,188 shares (about $1.81M)PIMCO ETF TR 18,720 shares (about $1.73M)Vanguard Value ETF 4,749 shares (about $1.03M)iShares Core S&P Small-Cap ETF 5,241 shares (about $777.29K)SPDR S&P 500 ETF Trust 995 shares (about $743.02K) Largest Sales this Quarter Apple 997 shares (about $288.50K)iShares S&P 100 ETF 510 shares (about $186.60K)Invesco S&P MidCap Momentum ETF 713 shares (about $121.31K)Dimensional US Core Equity Market ETF 2,293 shares (about $118.53K)iShares Core S&P Mid-Cap ETF 1,038 shares (about $80.04K) 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$19,452,982$1,726,170 â–²9.7%210,96414.9%ACTIVE BD ETFSPYSPDR S&P 500 ETF Trust$13,490,815$743,018 â–²5.8%18,06610.4%FinanceBSVVanguard Short-Term Bond ETF$10,344,933$1,806,571 â–²21.2%132,7817.9%ETFDUHPDimensional US High Profitability ETF$9,709,075$90,387 â–²0.9%232,6647.5%ETFIEFAiShares Core MSCI EAFE ETF$8,255,417$728,217 â–²9.7%85,4776.3%ETFQQQMInvesco NASDAQ 100 ETF$7,140,112$40,295 â–²0.6%23,5675.5%ETFIJRiShares Core S&P Small-Cap ETF$6,543,530$777,286 â–²13.5%44,1215.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,162,743$459,758 â–²8.1%62,2634.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,737,806$398,619 â–²7.5%10,9544.4%FinanceDGROiShares Core Dividend Growth ETF$4,905,475$93,827 â–²2.0%64,7253.8%ETFXMMOInvesco S&P MidCap Momentum ETF$3,751,348$121,308 â–¼-3.1%22,0492.9%ETFVTVVanguard Value ETF$3,318,425$1,034,951 â–²45.3%15,2272.5%ETFOEFiShares S&P 100 ETF$2,617,909$186,601 â–¼-6.7%7,1552.0%ETFGOOGLAlphabet$2,511,328$15,725 â–¼-0.6%7,0271.9%Computer and TechnologyAAPLApple$2,236,275$288,505 â–¼-11.4%7,7281.7%Computer and TechnologyQQQInvesco QQQ$1,773,122$10,309 â–¼-0.6%2,4081.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,623,966$80,042 â–¼-4.7%21,0601.2%ETFVANGUARD MUN BD FDS$1,344,105$398,350 â–²42.1%17,5931.0%CORE TAX EXEMPTNEARiShares Short Duration Bond Active ETF$1,278,760$326,808 â–²34.3%25,2421.0%ETFVOOVanguard S&P 500 ETF$1,202,760$687 â–²0.1%1,7510.9%ETFAMZNAmazon.com$1,172,441$1,430 â–¼-0.1%4,9190.9%Retail/WholesaleMSFTMicrosoft$1,149,992$18,278 â–¼-1.6%3,0830.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,122,128$11,427 â–²1.0%10,8020.9%FinanceBRK.BBerkshire Hathaway$1,068,2680.0%2,1350.8%FinanceJPMJPMorgan Chase & Co.$836,004$27,496 â–²3.4%2,5540.6%FinanceNVDANVIDIA$682,943$2,601 â–¼-0.4%3,4130.5%Computer and TechnologyCSCOCisco Systems$574,149$235 â–²0.0%4,8880.4%Computer and TechnologyDEDeere & Company$562,763$1,269 â–²0.2%8870.4%IndustrialsADPAutomatic Data Processing$530,3770.0%2,3500.4%Computer and TechnologyWALMART INC$519,642$227 â–²0.0%4,5880.4%COMDFAUDimensional US Core Equity Market ETF$515,815$118,525 â–¼-18.7%9,9790.4%ETFAMDAdvanced Micro Devices$498,421$498,421 â–²New Holding8580.4%Computer and TechnologyEMREmerson Electric$460,577$143 â–²0.0%3,2170.4%IndustrialsHDHome Depot$448,416$79,381 â–¼-15.0%1,2710.3%Retail/WholesaleABBVAbbVie$427,696$10,567 â–¼-2.4%1,7000.3%MedicalAPDAir Products and Chemicals$414,129$2,638 â–²0.6%1,4130.3%Basic MaterialsWFCWells Fargo & Company$402,989$33,059 â–²8.9%4,8760.3%FinanceSHViShares Short Treasury Bond ETF$388,7630.0%3,5230.3%ETFRTXRTX$371,6810.0%1,9590.3%AerospaceJNJJohnson & Johnson$340,066$31,746 â–²10.3%1,3390.3%MedicalIVViShares Core S&P 500 ETF$338,510$749 â–²0.2%4520.3%ETFGDGeneral Dynamics$313,857$14,878 â–¼-4.5%8860.2%AerospaceAVGOBroadcom$312,0220.0%8260.2%Computer and TechnologyQCOMQualcomm$299,175$1,848 â–²0.6%1,6190.2%Computer and TechnologyLOWLowe's Companies$286,887$1,544 â–²0.5%1,3010.2%Retail/WholesaleELVElevance Health$286,880$1,160 â–²0.4%7420.2%MedicalIBMInternational Business Machines$279,307$1,406 â–²0.5%9930.2%Computer and TechnologyKMIKinder Morgan$267,842$9,751 â–²3.8%8,3780.2%EnergyXBILUS Treasury 6 Month Bill ETF$253,670$300 â–²0.1%5,0730.2%ETFITWIllinois Tool Works$248,522$64,512 â–¼-20.6%9130.2%IndustrialsCOSTCostco Wholesale$244,681$21,480 â–²9.6%2620.2%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$240,890$850 â–²0.4%2,2660.2%ETFCATCaterpillar$235,343$235,343 â–²New Holding2210.2%IndustrialsPWRQuanta Services$226,813$226,813 â–²New Holding3150.2%ConstructionTBUXT. Rowe Price Ultra Short-Term Bond ETF$219,936$219,936 â–²New Holding4,4190.2%ETFORealty Income$214,075$9,833 â–¼-4.4%3,4400.2%FinanceHONHoneywell International$0$313,052 â–¼-100.0%00.0%Multi-Sector ConglomeratesXOMExxonMobil$0$297,910 â–¼-100.0%00.0%EnergyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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