Lynx Investment Advisory Top Holdings and 13F Report (2026)

About Lynx Investment Advisory

Investment Activity

Lynx Investment Advisory has $209.24 million in total holdings as of March 31, 2026.
Lynx Investment Advisory owns shares of 181 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 16.94% of the portfolio was purchased this quarter.
About 4.24% of the portfolio was sold this quarter.
This quarter, Lynx Investment Advisory has purchased 166 new stocks and bought additional shares in 94 stocks.
Lynx Investment Advisory sold shares of 47 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Invesco S&P 500 Quality ETF: $10,936,990
iShares International Dividend Growth ETF: $8,143,491
iShares Core S&P Mid-Cap ETF: $7,787,934
SPDR Gold Shares: $7,233,541
ProShares S&P 500 Aristocrats ETF: $6,853,668

Largest New Holdings this Quarter

33939L605 - FlexShares iBoxx 5 Year Target Duration TIPS Index Fund: $795,269 Holding
277432100 - Eastman Chemical: $586,443 Holding
922908751 - Vanguard Small-Cap ETF: $530,155 Holding
922908769 - Vanguard Total Stock Market ETF: $459,721 Holding
78464A763 - SPDR S&P Dividend ETF: $405,674 Holding

Largest Purchases this Quarter

Vanguard Dividend Appreciation ETF: 11,885 shares (about $2.56M)
iShares International Dividend Growth ETF: 21,906 shares (about $1.84M)
Invesco S&P 500 Quality ETF: 21,149 shares (about $1.59M)
ProShares S&P 500 Aristocrats ETF: 12,573 shares (about $1.33M)
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: 52,817 shares (about $1.28M)

Largest Sales this Quarter

ConocoPhillips: 3,481 shares (about $459.46K)
Microsoft: 1,136 shares (about $420.53K)
SPDR EURO STOXX 50 ETF: 5,998 shares (about $372.36K)
iShares MSCI EAFE ETF: 3,477 shares (about $337.72K)
iShares Gold Trust: 3,798 shares (about $334.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPHQ Invesco S&P 500 Quality ETF	$10,936,990	$1,590,194 â–²	17.0%	145,458	5.2%	ETF
IGRO iShares International Dividend Growth ETF	$8,143,491	$1,835,056 â–²	29.1%	97,213	3.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,787,934	$1,150,437 â–²	17.3%	115,326	3.7%	ETF
GLD SPDR Gold Shares	$7,233,541	$607,994 â–²	9.2%	16,811	3.5%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$6,853,668	$1,332,867 â–²	24.1%	64,651	3.3%	ETF
GLDM SPDR Gold MiniShares Trust	$6,694,844	$238,956 â–²	3.7%	72,228	3.2%	Finance
DFAI Dimensional International Core Equity Market ETF	$6,489,317	$695,162 â–²	12.0%	166,564	3.1%	ETF
AAPL Apple	$6,452,520	$58,117 â–¼	-0.9%	25,425	3.1%	Computer and Technology
AKRE FOCUS ETF	$4,710,996	$88,365 â–²	1.9%	89,139	2.3%	ETF
SPY SPDR S&P 500 ETF Trust	$4,337,000	$1,015,153 â–²	30.6%	6,669	2.1%	Finance
FGD First Trust Dow Jones Global Select Dividend Index Fund	$4,256,415	$121,397 â–¼	-2.8%	133,305	2.0%	ETF
IAU iShares Gold Trust	$4,215,723	$334,832 â–¼	-7.4%	47,819	2.0%	Finance
GOOGL Alphabet	$4,039,231	$163,042 â–¼	-3.9%	14,047	1.9%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,716,814	$208,158 â–²	5.9%	62,763	1.8%	ETF
VANGUARD CORE BOND ETF	$3,468,646	$841,742 â–²	32.0%	44,826	1.7%	ETF
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$3,461,950	$1,257,768 â–²	57.1%	69,783	1.7%	ETF
MSFT Microsoft	$3,436,801	$420,531 â–¼	-10.9%	9,284	1.6%	Computer and Technology
AMZN Amazon.com	$3,143,002	$11,663 â–²	0.4%	15,091	1.5%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$3,126,297	$779,412 â–²	33.2%	48,787	1.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,914,012	$2,555,943 â–²	713.8%	13,550	1.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$2,789,266	$100,102 â–²	3.7%	36,140	1.3%	ETF
VYM Vanguard High Dividend Yield ETF	$2,787,830	$1,115,636 â–²	66.7%	18,824	1.3%	Financial Services
BRK.B Berkshire Hathaway	$2,674,894	$20,126 â–²	0.8%	5,582	1.3%	Finance
MA Mastercard	$2,563,187	$75,946 â–¼	-2.9%	5,130	1.2%	Business Services
SCHX Schwab US Large-Cap ETF	$2,444,031	$1,259,027 â–²	106.2%	95,321	1.2%	ETF
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$2,225,847	$1,084,292 â–²	95.0%	115,990	1.1%	ETF
WOOD iShares Global Timber & Forestry ETF	$2,127,835		0.0%	29,991	1.0%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$2,113,693	$1,280,278 â–²	153.6%	87,199	1.0%	ETF
XLE Energy Select Sector SPDR Fund	$1,814,525	$3,798 â–²	0.2%	29,620	0.9%	ETF
BND Vanguard Total Bond Market ETF	$1,663,478	$336,171 â–²	25.3%	22,589	0.8%	ETF
CGW Invesco S&P Global Water Index ETF	$1,656,236		0.0%	25,903	0.8%	ETF
PFE Pfizer	$1,524,481	$147,307 â–²	10.7%	54,291	0.7%	Medical
NVDA NVIDIA	$1,508,254	$135,338 â–¼	-8.2%	8,648	0.7%	Computer and Technology
SEI SELECT INTERNATIONAL EQUITY ETF	$1,347,099	$47,981 â–¼	-3.4%	41,327	0.6%	ETF
VZ Verizon Communications	$1,307,009	$276,904 â–²	26.9%	26,036	0.6%	Computer and Technology
OGE OGE Energy	$1,155,977	$20,335 â–²	1.8%	24,103	0.6%	Utilities
V Visa	$1,113,664	$50,470 â–¼	-4.3%	3,685	0.5%	Business Services
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,108,886	$278,589 â–²	33.6%	32,643	0.5%	ETF
GOOG Alphabet	$1,072,609	$10,040 â–¼	-0.9%	3,739	0.5%	Computer and Technology
AES AES	$1,055,241	$13,456 â–²	1.3%	74,893	0.5%	Utilities
SOXX iShares Semiconductor ETF	$1,053,981	$14,789 â–²	1.4%	3,207	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,017,873	$146,530 â–²	16.8%	18,832	0.5%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$990,772	$427,345 â–²	75.8%	29,261	0.5%	ETF
VOO Vanguard S&P 500 ETF	$971,581	$134,444 â–¼	-12.2%	1,626	0.5%	ETF
PPA Invesco Aerospace & Defense ETF	$958,209	$516,634 â–²	117.0%	5,783	0.5%	ETF
COP ConocoPhillips	$957,200	$459,461 â–¼	-32.4%	7,252	0.5%	Energy
APA APA	$955,337	$109,963 â–²	13.0%	22,510	0.5%	Energy
XLU Utilities Select Sector SPDR Fund	$945,698	$59,657 â–¼	-5.9%	20,608	0.5%	ETF
CVX Chevron	$927,965	$14,897 â–²	1.6%	4,485	0.4%	Energy
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF	$925,874	$4,114 â–¼	-0.4%	22,278	0.4%	ETF
GNR SPDR S&P Global Natural Resources ETF	$900,651	$4,107 â–²	0.5%	12,062	0.4%	ETF
JHG Janus Henderson Group	$895,896	$166,388 â–¼	-15.7%	17,440	0.4%	Finance
META Meta Platforms	$894,731	$42,334 â–¼	-4.5%	1,564	0.4%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$888,484	$93,361 â–¼	-9.5%	17,996	0.4%	ETF
FLIN Franklin FTSE India ETF	$864,736	$229,181 â–²	36.1%	26,031	0.4%	ETF
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF	$849,872	$5,922 â–¼	-0.7%	18,658	0.4%	ETF
JPM JPMorgan Chase & Co.	$848,243	$43,530 â–²	5.4%	2,884	0.4%	Finance
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$808,456	$151,946 â–¼	-15.8%	8,130	0.4%	ETF
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$795,269	$795,269 â–²	New Holding	32,985	0.4%	ETF
CAT Caterpillar	$779,678	$2,124 â–¼	-0.3%	1,101	0.4%	Industrials
SPAB SPDR Portfolio Aggregate Bond ETF	$757,223	$103,530 â–²	15.8%	29,556	0.4%	ETF
VUG Vanguard Growth ETF	$725,661	$99,172 â–²	15.8%	1,661	0.3%	ETF
PNC The PNC Financial Services Group	$719,864	$129,409 â–²	21.9%	3,460	0.3%	Finance
XLV Health Care Select Sector SPDR Fund	$712,606	$79,016 â–¼	-10.0%	4,861	0.3%	ETF
IXC iShares Global Energy ETF	$705,690		0.0%	12,249	0.3%	ETF
EIX Edison International	$696,556	$22,101 â–²	3.3%	9,518	0.3%	Utilities
XLK Technology Select Sector SPDR Fund	$677,544	$1,994 â–¼	-0.3%	5,098	0.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$667,802	$374,091 â–²	127.4%	9,388	0.3%	ETF
UBER Uber Technologies	$666,072		0.0%	9,260	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$661,933	$698 â–²	0.1%	949	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$651,853	$322,300 â–²	97.8%	9,346	0.3%	ETF
ORI Old Republic International	$647,289	$44,887 â–²	7.5%	16,223	0.3%	Finance
NFLX Netflix	$646,993	$32,018 â–²	5.2%	6,729	0.3%	Consumer Discretionary
DFE WisdomTree Europe SmallCap Dividend Fund	$641,603	$240,745 â–²	60.1%	8,944	0.3%	Finance
SEI SELECT SMALL CAP ETF	$632,442	$13,233 â–²	2.1%	22,892	0.3%	ETF
VTV Vanguard Value ETF	$618,201	$319,008 â–²	106.6%	3,151	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$616,940	$170,225 â–²	38.1%	12,366	0.3%	ETF
PHO Invesco Water Resources ETF	$607,905	$67 â–²	0.0%	9,092	0.3%	ETF
MCHI iShares MSCI China ETF	$606,425	$141,409 â–²	30.4%	10,794	0.3%	ETF
IHE iShares U.S. Pharmaceuticals ETF	$595,304	$140,699 â–²	30.9%	6,867	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$592,622	$12,330 â–¼	-2.0%	20,379	0.3%	ETF
TSLA Tesla	$586,994	$46,469 â–²	8.6%	1,579	0.3%	Auto/Tires/Trucks
EMN Eastman Chemical	$586,443	$586,443 â–²	New Holding	7,684	0.3%	Basic Materials
PALANTIR TECHNOLOGIES INC CL A	$586,290	$1,902 â–¼	-0.3%	4,008	0.3%	Stock
WY Weyerhaeuser	$579,926	$5,692 â–¼	-1.0%	23,738	0.3%	Construction
FAF First American Financial	$568,813	$5,004 â–²	0.9%	9,435	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$563,835	$276,667 â–²	96.3%	6,228	0.3%	ETF
HBAN Huntington Bancshares	$544,282	$6,557 â–²	1.2%	34,778	0.3%	Finance
IBM International Business Machines	$543,511	$152,484 â–¼	-21.9%	2,242	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$530,155	$530,155 â–²	New Holding	2,024	0.3%	ETF
MUB iShares National Muni Bond ETF	$523,638	$304,544 â–²	139.0%	4,933	0.3%	ETF
RF Regions Financial	$519,820	$10,344 â–²	2.0%	19,901	0.2%	Finance
CFG Citizens Financial Group	$518,791	$5,877 â–²	1.1%	8,651	0.2%	Finance
TIP iShares TIPS Bond ETF	$507,130	$201,373 â–²	65.9%	4,596	0.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$503,190	$21,259 â–¼	-4.1%	16,498	0.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$501,002	$145,328 â–²	40.9%	5,995	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$499,060	$5,656 â–²	1.1%	6,088	0.2%	ETF
SEI SELECT EMERGING MARKETS EQUITY ETF	$498,937	$4,945 â–¼	-1.0%	15,236	0.2%	ETF
WALMART INC COM	$495,934	$10,068 â–¼	-2.0%	3,990	0.2%	Stock
AMD Advanced Micro Devices	$472,161	$12,409 â–²	2.7%	2,321	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Lynx Investment Advisory Top Holdings and 13F Report (2026)

About Lynx Investment Advisory

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Lynx Investment Advisory Top Holdings and 13F Report (2026)

About Lynx Investment Advisory

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynx Investment Advisory

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools