Lynch Investment Planning, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Lynch Investment Planning, LLC reported 56 stock positions worth $130.2 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 14.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.4%) and Vanguard Short-Term Bond ETF (BSV, 7.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 32 and reduced 15. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +45%) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN SQUARE, PA
- CIK
- 0002110354
- Portfolio Value
- $130.2M (Q2 2026)
- SEC Filing
- 0001754960-26-000556 ↗ filed Jul 17, 2026
Holdings Value
Holdings 56 stocks · $130.2M
| BOND PIMCO Active Bond Exchange-T | 14.95% | 210,964 | $19.5M | Add +9.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.37% | 18,066 | $13.5M | Add +5.8% |
| BSV Vanguard Short-Term Bond ETF | 7.95% | 132,781 | $10.3M | Add +21.2% |
| DUHP Dimensional US High Profi Et | 7.46% | 232,664 | $9.7M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 6.34% | 85,477 | $8.3M | Add +9.7% |
| QQQM Invesco Nasdaq 100 ETF | 5.49% | 23,567 | $7.1M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 5.03% | 44,121 | $6.5M | Add +13.5% |
| AGG iShares Core U.S. Aggregate | 4.73% | 62,263 | $6.2M | Add +8.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.41% | 10,954 | $5.7M | Add +7.5% |
| DGRO iShares Core Dividend Growth | 3.77% | 64,725 | $4.9M | Add +1.9% |
| XMMO Invesco S&P Midcap Momentum | 2.88% | 22,049 | $3.8M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.55% | 15,227 | $3.3M | Add +45.3% |
| OEF iShares S&P 100 ETF | 2.01% | 7,155 | $2.6M | Reduce -6.7% |
| GOOGL Alphabet Inc. Class A | 1.93% | 7,027 | $2.5M | Reduce -0.6% |
| AAPL Apple Inc. | 1.72% | 7,728 | $2.2M | Reduce -11.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.36% | 2,408 | $1.8M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 1.25% | 21,060 | $1.6M | Reduce -4.7% |
| VCRM Vanguard Core Tax-Ex Bond | 1.03% | 17,593 | $1.3M | Add +42.1% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.98% | 25,242 | $1.3M | Add +34.3% |
| VOO Vanguard S&P 500 ETF | 0.92% | 1,751 | $1.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.90% | 4,919 | $1.2M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.88% | 3,083 | $1.1M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 0.86% | 10,802 | $1.1M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 2,135 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.64% | 2,554 | $836K | Add +3.4% |
| NVDA Nvidia Corp. | 0.52% | 3,413 | $683K | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.44% | 4,888 | $574K | Add +0.0% |
| DE Deere & Co. | 0.43% | 887 | $563K | Add +0.2% |
| ADP Automatic Data Processing | 0.41% | 2,350 | $530K | No change |
| WMT Walmart Inc. | 0.40% | 4,588 | $520K | Add +0.0% |
| DFAU Dimensional US Core Equity M | 0.40% | 9,979 | $516K | Reduce -18.7% |
| AMD Advanced Micro Devices | 0.38% | 858 | $498K | New |
| EMR Emerson Electric Co. | 0.35% | 3,217 | $461K | Add +0.0% |
| HD Home Depot Inc. | 0.34% | 1,271 | $448K | Reduce -15.0% |
| ABBV Abbvie Inc. | 0.33% | 1,700 | $428K | Reduce -2.4% |
| APD Air Products & Chemicals Inc. | 0.32% | 1,413 | $414K | Add +0.6% |
| WFC Wells Fargo & Co. | 0.31% | 4,876 | $403K | Add +8.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.30% | 3,523 | $389K | No change |
| RTX RTX Corp. | 0.29% | 1,959 | $372K | No change |
| JNJ Johnson & Johnson | 0.26% | 1,339 | $340K | Add +10.3% |
| IVV iShares Core S&P 500 ETF | 0.26% | 452 | $339K | Add +0.2% |
| GD General Dynamics Corp. | 0.24% | 886 | $314K | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.24% | 826 | $312K | No change |
| QCOM Qualcomm Inc. | 0.23% | 1,619 | $299K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.22% | 1,301 | $287K | Add +0.5% |
| ELV Elevance Health Inc. | 0.22% | 742 | $287K | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 993 | $279K | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.21% | 8,378 | $268K | Add +3.8% |
| XBIL F/M US Treasury 6 Month Bill | 0.19% | 5,073 | $254K | Add +0.1% |
| ITW Illinois Tool Works | 0.19% | 913 | $249K | Reduce -20.6% |
| COST Costco Wholesale Corp. | 0.19% | 262 | $245K | Add +9.6% |
| VONV Vanguard Russell 1000 Value | 0.19% | 2,266 | $241K | Add +0.3% |
| CAT Caterpillar Inc. | 0.18% | 221 | $235K | New |
| PWR Quanta Services Inc. | 0.17% | 315 | $227K | New |
| TBUX T Rowe Price Ultra Short-Ter | 0.17% | 4,419 | $220K | New |
| O Realty Income Corp. | 0.16% | 3,440 | $214K | Reduce -4.4% |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Sold out | 0.00% | −0.28 |
| AAPL Apple Inc. | Reduce -11.4% | 1.72% | −0.27 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.27 |
| OEF iShares S&P 100 ETF | Reduce -6.7% | 2.01% | −0.18 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.88% | −0.16 |
| DFAU Dimensional US Core Equity M | Reduce -18.7% | 0.40% | −0.10 |
| HD Home Depot Inc. | Reduce -15.0% | 0.34% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 1.25% | −0.09 |
| XMMO Invesco S&P Midcap Momentum | Reduce -3.1% | 2.88% | −0.08 |
| ITW Illinois Tool Works | Reduce -20.6% | 0.19% | −0.08 |
| GD General Dynamics Corp. | Reduce -4.5% | 0.24% | −0.05 |
| O Realty Income Corp. | Reduce -4.4% | 0.16% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.90% | −0.02 |
| NVDA Nvidia Corp. | Reduce -0.4% | 0.52% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.33% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 1.93% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 1.36% | +0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +45.3% | 2.55% | +0.70 |
| IJR iShares Core S&P Small-Cap E | Add +13.5% | 5.03% | +0.68 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.6% | 5.49% | +0.48 |
| AMD Advanced Micro Devices | New | 0.38% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.8% | 10.37% | +0.36 |
| BSV Vanguard Short-Term Bond ETF | Add +21.2% | 7.95% | +0.23 |
| VCRM Vanguard Core Tax-Ex Bond | Add +42.1% | 1.03% | +0.20 |
| CAT Caterpillar Inc. | New | 0.18% | +0.18 |
| PWR Quanta Services Inc. | New | 0.17% | +0.17 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.17% | +0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Add +7.5% | 4.41% | +0.16 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +34.3% | 0.98% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.44% | +0.10 |
| QCOM Qualcomm Inc. | Add +0.6% | 0.23% | +0.04 |
| ELV Elevance Health Inc. | Add +0.4% | 0.22% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.7% | 6.34% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.21% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.26% | −0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.3% | 0.19% | −0.01 |
| JNJ Johnson & Johnson | Add +10.3% | 0.26% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 0.64% | −0.01 |
| WFC Wells Fargo & Co. | Add +8.9% | 0.31% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.92% | −0.02 |
| DE Deere & Co. | Add +0.2% | 0.43% | −0.02 |
| EMR Emerson Electric Co. | Add +0.0% | 0.35% | −0.02 |
| COST Costco Wholesale Corp. | Add +9.6% | 0.19% | −0.03 |
| XBIL F/M US Treasury 6 Month Bill | Add +0.1% | 0.19% | −0.03 |
| KMI Kinder Morgan Inc. | Add +3.8% | 0.21% | −0.04 |
| APD Air Products & Chemicals Inc. | Add +0.6% | 0.32% | −0.05 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.22% | −0.05 |
| EFA iShares MSCI Eafe ETF | Add +1.0% | 0.86% | −0.07 |
| WMT Walmart Inc. | Add +0.0% | 0.40% | −0.11 |
| DUHP Dimensional US High Profi Et | Add +0.9% | 7.46% | −0.15 |
| DGRO iShares Core Dividend Growth | Add +1.9% | 3.77% | −0.23 |
| AGG iShares Core U.S. Aggregate | Add +8.1% | 4.73% | −0.40 |
| BOND PIMCO Active Bond Exchange-T | Add +9.7% | 14.95% | −1.00 |