Lynch Investment Planning, LLC holds a focused book of 56 stocks worth $130.2M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Invesco S&P Midcap Momentum. Their largest long position is Pimco Active Bond Exchange-T at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lynch Investment Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 56 | $2.9B |
| Shanda Asset Management Holdings Ltd | 5 / 56 | $1.8B |
| Donor Advised Charitable Giving, Inc. | 7 / 56 | $4.4B |
| Swiss Re Ltd | 29 / 56 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 56 | $156.7M |
| United Services Automobile Association | 5 / 56 | $1.1B |
| 9823 Capital, L.P. | 8 / 56 | $128.2M |
| Planning Project LLC | 7 / 56 | $432.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Lynch Investment Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF TR ACTIVE BD ETF | $19.5M | 211.0K | 14.9% | ▲+9.7% Added · +19K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $13.5M | 18.1K | 10.4% | ▲+5.8% Added · +995 sh | |
| 3 | Vanguard BD Index FDS SHORT TRM BOND | $10.3M | 132.8K | 7.9% | ▲+21% Added · +23K sh | |
| 4 | Dimensional ETF Trust US HIGH PROF ETF | $9.7M | 232.7K | 7.5% | ▲+0.9% Added · +2K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $8.3M | 85.5K | 6.3% | ▲+9.7% Added · +8K sh | |
| 6 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $7.1M | 23.6K | 5.5% | ▲+0.6% Added · +133 sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $6.5M | 44.1K | 5.0% | ▲+13% Added · +5K sh | |
| 8 | Ishares TR CORE US AGGBD ET | $6.2M | 62.3K | 4.7% | ▲+8.1% Added · +5K sh | |
| 9 | State STR SPDR Dow Jones Ind UT SER 1 | $5.7M | 11.0K | 4.4% | ▲+7.5% Added · +761 sh | |
| 10 | Ishares TR CORE DIV GRWTH | $4.9M | 64.7K | 3.8% | ▲+1.9% Added · +1K sh | |
| 11 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $3.8M | 22.0K | 2.9% | ▼−3.1% Reduced · −713 sh | |
| 12 | Vanguard Index FDS VALUE ETF | $3.3M | 15.2K | 2.5% | ▲+45% Added · +5K sh | |
| 13 | Ishares TR S&P 100 ETF | $2.6M | 7.2K | 2.0% | ▼−6.7% Reduced · −510 sh | |
| 14 | Alphabet Inc CAP STK CL A | $2.5M | 7.0K | 1.9% | ▼−0.6% Reduced · −44 sh | |
| 15 | Apple Inc COM | $2.2M | 7.7K | 1.7% | ▼−11% Reduced · −997 sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $1.8M | 2.4K | 1.4% | ▼−0.6% Reduced · −14 sh | |
| 17 | Ishares TR CORE S&P MCP ETF | $1.6M | 21.1K | 1.2% | ▼−4.7% Reduced · −1K sh | |
| 18 | Vanguard Mun BD FDS CORE TAX EXEMPT | $1.3M | 17.6K | 1.0% | ▲+42% Added · +5K sh | |
| 19 | Ishares U S ETF TR SHOR DURA BD ETF | $1.3M | 25.2K | 1.0% | ▲+34% Added · +6K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.8K | 0.9% | ▲+0.1% Added · +1 sh | |
| 21 | Amazon Com Inc COM | $1.2M | 4.9K | 0.9% | ▼−0.1% Reduced · −6 sh | |
| 22 | Microsoft Corp COM | $1.1M | 3.1K | 0.9% | ▼−1.6% Reduced · −49 sh | |
| 23 | Ishares TR MSCI EAFE ETF | $1.1M | 10.8K | 0.9% | ▲+1.0% Added · +110 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.8% | —Held | |
| 25 | JPMorgan Chase & Co COM | $836K | 2.6K | 0.6% | ▲+3.4% Added · +84 sh | |
| 26 | Nvidia Corporation COM | $683K | 3.4K | 0.5% | ▼−0.4% Reduced · −13 sh | |
| 27 | Cisco Sys Inc COM | $574K | 4.9K | 0.4% | ▲~0% Added · +2 sh | |
| 28 | Deere & Co COM | $563K | 887 | 0.4% | ▲+0.2% Added · +2 sh | |
| 29 | Automatic Data Processing In COM | $530K | 2.4K | 0.4% | —Held | |
| 30 | Walmart Inc COM | $520K | 4.6K | 0.4% | ▲~0% Added · +2 sh | |
| 31 | Dimensional ETF Trust US CORE EQT MKT | $516K | 10.0K | 0.4% | ▼−19% Reduced · −2K sh | |
| 32 | Advanced Micro Devices Inc COM | $498K | 858 | 0.4% | ▲New New position | |
| 33 | Emerson Elec Co COM | $461K | 3.2K | 0.4% | ▲~0% Added · +1 sh | |
| 34 | Home Depot Inc COM | $448K | 1.3K | 0.3% | ▼−15% Reduced · −225 sh | |
| 35 | Abbvie Inc COM | $428K | 1.7K | 0.3% | ▼−2.4% Reduced · −42 sh | |
| 36 | Air Products And Chemicals I COM | $414K | 1.4K | 0.3% | ▲+0.6% Added · +9 sh | |
| 37 | Wells Fargo & Co COM | $403K | 4.9K | 0.3% | ▲+8.9% Added · +400 sh | |
| 38 | Ishares TR TRUST ISHARE 0-1 | $389K | 3.5K | 0.3% | —Held | |
| 39 | RTX Corporation COM | $372K | 2.0K | 0.3% | —Held | |
| 40 | Johnson & Johnson COM | $340K | 1.3K | 0.3% | ▲+10% Added · +125 sh | |
| 41 | Ishares TR CORE S&P500 ETF | $339K | 452 | 0.3% | ▲+0.2% Added · +1 sh | |
| 42 | General Dynamics Corp COM | $314K | 886 | 0.2% | ▼−4.5% Reduced · −42 sh | |
| 43 | Broadcom Inc COM | $312K | 826 | 0.2% | —Held | |
| 44 | Qualcomm Inc COM | $299K | 1.6K | 0.2% | ▲+0.6% Added · +10 sh | |
| 45 | Lowes Cos Inc COM | $287K | 1.3K | 0.2% | ▲+0.5% Added · +7 sh | |
| 46 | Elevance Health Inc Formerly COM | $287K | 742 | 0.2% | ▲+0.4% Added · +3 sh | |
| 47 | International Business Machs COM | $279K | 993 | 0.2% | ▲+0.5% Added · +5 sh | |
| 48 | Kinder Morgan Inc Del COM | $268K | 8.4K | 0.2% | ▲+3.8% Added · +305 sh | |
| 49 | RBB FD Inc US TRSRY 6 MNTH | $254K | 5.1K | 0.2% | ▲+0.1% Added · +6 sh | |
| 50 | Illinois Tool WKS Inc COM | $249K | 913 | 0.2% | ▼−21% Reduced · −237 sh |
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Use Arkolith to show Lynch Investment Planning, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.