Lynch Investment Planning, LLC: 13F holdings
CIK 21103542026Q2
| Positions | 56 |
|---|
| Reported value | $130.2m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 56 (+2 vs prior quarter) |
|---|
| Reported value | $130.2m (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BOND PIMCO ETF TR | 210,964 | $19.5m | 14.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,066 | $13.5m | 10.4% |
| BSV VANGUARD BD INDEX FDS | 132,781 | $10.3m | 7.9% |
| DIMENSIONAL ETF TRUST | 232,664 | $9.7m | 7.5% |
| IEFA ISHARES TR | 85,477 | $8.3m | 6.3% |
| QQQM INVESCO EXCH TRADED FD TR II | 23,567 | $7.1m | 5.5% |
| IJR ISHARES TR | 44,121 | $6.5m | 5.0% |
| AGG ISHARES TR | 62,263 | $6.2m | 4.7% |
| DIA STATE STR SPDR DOW JONES IND | 10,954 | $5.7m | 4.4% |
| DGRO ISHARES TR | 64,725 | $4.9m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110354")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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