Lynx Investment Advisory Top Holdings and 13F Report (2026) About Lynx Investment AdvisoryInvestment ActivityLynx Investment Advisory has $302.82 million in total holdings as of September 30, 2026.Lynx Investment Advisory owns shares of 228 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 9.20% of the portfolio was purchased this quarter.About 9.79% of the portfolio was sold this quarter.This quarter, Lynx Investment Advisory has purchased 230 new stocks and bought additional shares in 105 stocks.Lynx Investment Advisory sold shares of 85 stocks and completely divested from 20 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $12,494,947iShares International Dividend Growth ETF $9,233,821Apple $9,127,936SPDR S&P 500 ETF Trust $8,023,417Vanguard FTSE Developed Markets ETF $7,914,845 Largest New Holdings this Quarter 25239Y196 - DIMENSIONAL US HIGH PROFITABILITY ETF $2,844,444 Holding97717X669 - WisdomTree U.S. Quality Dividend Growth Fund $1,681,277 Holding81589A882 - SEI QIM U.S. EQUITY FACTOR ALLOCATION ACTIVE ETF $1,219,632 Holding25239Y188 - U.S. SMALL CAP PORTFOLIO ETF $651,308 Holding697435105 - Palo Alto Networks $479,950 Holding Largest Purchases this Quarter DIMENSIONAL US HIGH PROFITABILITY ETF 67,870 shares (about $2.84M)WisdomTree U.S. Quality Dividend Growth Fund 17,290 shares (about $1.68M)Invesco QQQ 1,912 shares (about $1.41M)SEI QIM U.S. EQUITY FACTOR ALLOCATION ACTIVE ETF 47,777 shares (about $1.22M)VANGUARD CORE BOND ETF 14,971 shares (about $1.10M) Largest Sales this Quarter Microsoft 3,915 shares (about $2.01M)Apple 5,900 shares (about $1.96M)Mastercard 2,698 shares (about $1.49M)Invesco S&P 500 High Dividend Low Volatility ETF 25,366 shares (about $1.22M)Alphabet 2,884 shares (about $992.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLynx Investment Advisory Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$12,494,947$651,956 ▲5.5%148,6084.1%ETFIGROiShares International Dividend Growth ETF$9,233,821$374,391 ▲4.2%104,0313.0%ETFAAPLApple$9,127,936$1,964,787 ▼-17.7%27,4103.0%TechnologySPYSPDR S&P 500 ETF Trust$8,023,417$305,044 ▲4.0%10,5212.6%ETFVEAVanguard FTSE Developed Markets ETF$7,914,845$233,649 ▼-2.9%112,0922.6%ETFDFAIDimensional International Core Equity Market ETF$7,762,526$719,059 ▲10.2%187,3652.6%ETFGLDMSPDR Gold MiniShares Trust$6,518,051$659,168 ▲11.3%79,3142.2%ETFIJHiShares Core S&P Mid-Cap ETF$6,440,751$45,976 ▼-0.7%89,5172.1%ETFGLDSPDR Gold Shares$6,297,132$161,475 ▼-2.5%16,5352.1%ETFNOBLProShares S&P 500 Aristocrats ETF$5,832,446$450,002 ▼-7.2%107,8091.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,896,958$324,011 ▲7.1%31,5421.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,618,818$622,410 ▲15.6%58,9811.5%ETFVANGUARD CORE BOND ETF$4,562,362$1,102,161 ▲31.9%61,9721.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,555,908$573,090 ▲14.4%72,2711.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,358,715$1,014,533 ▲30.3%56,4231.4%ETFVTIVanguard Total Stock Market ETF$4,347,102$6,362 ▼-0.1%11,6161.4%ETFGOOGLAlphabet$4,127,703$992,355 ▼-19.4%11,9961.4%Communication ServicesIAUiShares Gold Trust$3,957,952$56,076 ▼-1.4%50,6781.3%ETFVTVanguard Total World Stock ETF$3,713,721$145,064 ▼-3.8%23,5271.2%ETFVBVanguard Small-Cap ETF$3,692,667$27,026 ▼-0.7%12,9801.2%ETFVIGVanguard Dividend Appreciation ETF$3,359,451$467 ▲0.0%14,3991.1%ETFAMZNAmazon.com$3,346,082$489,081 ▼-12.8%13,4301.1%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$3,294,661$158,328 ▼-4.6%46,9661.1%ETFMSFTMicrosoft$3,252,582$2,007,862 ▼-38.2%6,3421.1%TechnologyFGDFirst Trust Dow Jones Global Select Dividend Index Fund$3,251,363$407,461 ▼-11.1%98,0211.1%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$2,955,938$75,590 ▲2.6%162,3251.0%ETFVYMVanguard High Dividend Yield ETF$2,863,065$85,048 ▼-2.9%18,4480.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,844,979$13,701 ▲0.5%47,9680.9%ETFDIMENSIONAL US HIGH PROFITABILITY ETF$2,844,444$2,844,444 ▲New Holding67,8700.9%ETFVNQVanguard Real Estate ETF$2,739,171$14,968 ▼-0.5%30,5610.9%ETFVOVanguard Mid-Cap ETF$2,584,848$234,708 ▼-8.3%32,9620.9%ETFVTVVanguard Value ETF$2,496,259$94,215 ▼-3.6%11,5520.8%ETFNVDANVIDIA$2,466,581$153,019 ▲6.6%10,8000.8%TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$2,443,943$51,449 ▲2.2%57,4780.8%ETFBIVVanguard Intermediate-Term Bond ETF$2,361,815$46,412 ▲2.0%32,4160.8%ETFMAMastercard$2,353,380$1,488,029 ▼-38.7%4,2670.8%FinanceSCHXSchwab US Large-Cap ETF$2,314,770$537,180 ▼-18.8%77,1590.8%ETFRTXRTX$2,312,203$124,196 ▼-5.1%12,4550.8%IndustrialsAKRE FOCUS ETF$2,172,848$250,604 ▼-10.3%41,2540.7%ETFQQQInvesco QQQ$2,167,375$1,414,342 ▲187.8%2,9300.7%ETFWOODiShares Global Timber & Forestry ETF$2,141,7310.0%31,8610.7%ETFACWIiShares MSCI ACWI ETF$2,061,2940.0%12,9830.7%ETFBRK.BBerkshire Hathaway$2,017,693$761,863 ▼-27.4%4,0520.7%FinanceVOEVanguard Mid-Cap Value ETF$1,986,204$187,319 ▲10.4%10,1580.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,907,010$270,021 ▲16.5%48,5120.6%ETFCGWInvesco S&P Global Water Index ETF$1,875,729$278,283 ▲17.4%30,0890.6%ETFJPMJPMorgan Chase & Co.$1,819,000$163,108 ▲9.9%5,4980.6%FinanceTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$1,745,749$129,572 ▲8.0%75,1670.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,681,277$1,681,277 ▲New Holding17,2900.6%ETFXLEEnergy Select Sector SPDR Fund$1,622,564$203,443 ▼-11.1%26,3830.5%ETFPFEPfizer$1,525,445$175,426 ▼-10.3%53,4870.5%HealthcareVEUVanguard FTSE All-World ex-US ETF$1,477,974$26,717 ▲1.8%17,8130.5%ETFHPQHP$1,476,553$669,085 ▲82.9%47,2040.5%TechnologySOXXiShares Semiconductor ETF$1,413,318$101,195 ▼-6.7%2,4860.5%ETFSEI SELECT INTERNATIONAL EQUITY ETF$1,413,025$27,200 ▼-1.9%39,4810.5%ETFVBRVanguard Small-Cap Value ETF$1,405,848$149,480 ▲11.9%6,0850.5%ETFVGITVanguard Intermediate-Term Treasury ETF$1,368,549$98,247 ▲7.7%24,1540.5%ETFAMLPAlerian MLP ETF$1,356,364$124,904 ▼-8.4%26,1490.4%ETFTIPiShares TIPS Bond ETF$1,341,667$371,026 ▲38.2%12,8950.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,333,979$1,222,152 ▼-47.8%27,6870.4%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,317,796$50,562 ▲4.0%13,2660.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,249,518$360,516 ▼-22.4%13,4720.4%ETFVVisa$1,248,485$331,707 ▼-21.0%3,4740.4%FinanceCVXChevron$1,242,910$54,519 ▼-4.2%6,0870.4%EnergySEI QIM U.S. EQUITY FACTOR ALLOCATION ACTIVE ETF$1,219,632$1,219,632 ▲New Holding47,7770.4%ETFTFCTruist Financial$1,208,696$2,732 ▲0.2%26,1050.4%FinanceVZVerizon Communications$1,201,968$160,819 ▼-11.8%26,2040.4%Communication ServicesMETAMeta Platforms$1,196,130$1,451 ▼-0.1%1,6490.4%Communication ServicesTROWT. Rowe Price Group$1,191,260$647,347 ▲119.0%11,4480.4%FinanceVOOVanguard S&P 500 ETF$1,174,276$408,017 ▼-25.8%1,6750.4%ETFEOIEaton Vance Enhanced Equity Income Fund$1,166,966$64,081 ▲5.8%58,7300.4%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$1,106,948$111 ▲0.0%29,9010.4%ETFPRUPrudential Financial$1,054,883$708,480 ▲204.5%9,2880.3%FinanceEOSEaton Vance Enhanced Equity Income Fund II$1,050,572$70,865 ▲7.2%49,3230.3%ETFSCHBSchwab US Broad Market ETF$1,046,1330.0%35,6920.3%ETFAMDAdvanced Micro Devices$1,000,840$257,551 ▼-20.5%1,6360.3%TechnologyPPAInvesco Aerospace & Defense ETF$986,701$50,874 ▲5.4%6,3810.3%ETFBSVVanguard Short-Term Bond ETF$978,308$11,613 ▲1.2%12,8050.3%ETFEPIWisdomTree India Earnings Fund$971,493$82,845 ▼-7.9%23,8520.3%ETFSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$971,246$97,247 ▼-9.1%19,7850.3%ETFFLINFranklin FTSE India ETF$941,465$88,279 ▲10.3%28,1120.3%ETFVUGVanguard Growth ETF$925,620$331,518 ▼-26.4%10,2720.3%ETFBBYBest Buy$918,364$539,389 ▲142.3%10,4080.3%Consumer DiscretionarySEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$901,938$47,909 ▼-5.0%16,7740.3%ETFIDEViShares Core MSCI International Developed Markets ETF$872,967$342,977 ▲64.7%9,7560.3%ETFABBVAbbVie$867,828$99,390 ▲12.9%3,3180.3%HealthcareWALMART INC COM$853,246$15,379 ▼-1.8%8,2110.3%StockCSCOCisco Systems$850,426$23,680 ▼-2.7%7,9010.3%TechnologyVTEBVanguard Tax-Exempt Bond ETF$847,745$250,771 ▲42.0%17,9000.3%ETFGNRSPDR S&P Global Natural Resources ETF$844,838$25,890 ▼-3.0%11,4210.3%ETFGISGeneral Mills$839,574$474,620 ▲130.0%26,1060.3%Consumer StaplesCATCaterpillar$829,999$42,148 ▲5.3%1,0240.3%IndustrialsIHEiShares U.S. Pharmaceuticals ETF$813,401$77,400 ▲10.5%8,0920.3%ETFMCHIiShares MSCI China ETF$813,068$106,363 ▲15.1%15,5790.3%ETFDFIPDimensional Inflation-Protected Securities ETF$811,858$302,323 ▲59.3%20,7850.3%ETFEFAiShares MSCI EAFE ETF$805,771$19,843 ▲2.5%7,7560.3%ETFXLVHealth Care Select Sector SPDR Fund$786,691$159,326 ▲25.4%4,6710.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$775,624$20,614 ▲2.7%9,5570.3%ETFIBMInternational Business Machines$771,957$101,168 ▲15.1%3,5100.3%TechnologyCHRDChord Energy$768,648$357,442 ▲86.9%5,7330.3%EnergyShowing largest 100 holdings. 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