Lynch Investment Planning, LLC holds a focused book of 56 stocks worth $130.2M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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. Cloning the disclosed picks since 2026 would be +5% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Lynch Investment Planning, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Lynch Investment Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.