Lynch Investment Planning, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), Lynch Investment Planning, LLC reported 54 stock positions worth $104.4 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 13.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.5%) and Dimensional US High Profi Et (DUHP, 8.4%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN SQUARE, PA
- CIK
- 0002110354
- Portfolio Value
- $104.4M (Q4 2025)
- SEC Filing
- 0001754960-26-000191 ↗ filed Feb 24, 2026
Holdings Value
Holdings 54 stocks · $104.4M
| BOND PIMCO Active Bond Exchange-T | 13.72% | 153,154 | $14.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.48% | 15,997 | $10.9M | — |
| DUHP Dimensional US High Profi Et | 8.40% | 230,470 | $8.8M | — |
| BSV Vanguard Short-Term Bond ETF | 7.14% | 94,622 | $7.5M | — |
| QQQM Invesco Nasdaq 100 ETF | 5.35% | 22,086 | $5.6M | — |
| AGG iShares Core U.S. Aggregate | 4.85% | 50,644 | $5.1M | — |
| OEF iShares S&P 100 ETF | 4.53% | 13,796 | $4.7M | — |
| IEFA iShares Core MSCI Eafe ETF | 4.30% | 50,131 | $4.5M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.20% | 9,097 | $4.4M | — |
| DGRO iShares Core Dividend Growth | 4.19% | 62,953 | $4.4M | — |
| IJR iShares Core S&P Small-Cap E | 3.02% | 26,221 | $3.2M | — |
| XMMO Invesco S&P Midcap Momentum | 2.92% | 22,003 | $3.0M | — |
| GOOGL Alphabet Inc. Class A | 2.14% | 7,150 | $2.2M | — |
| AAPL Apple Inc. | 2.08% | 8,005 | $2.2M | — |
| IJH iShares Core S&P Midcap ETF | 1.65% | 26,103 | $1.7M | — |
| MSFT Microsoft Corp. | 1.50% | 3,245 | $1.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.45% | 2,461 | $1.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.35% | 7,359 | $1.4M | — |
| EFA iShares MSCI Eafe ETF | 1.11% | 12,052 | $1.2M | — |
| AMZN Amazon.com Inc. | 1.09% | 4,945 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 2,223 | $1.1M | — |
| VOO Vanguard S&P 500 ETF | 1.03% | 1,722 | $1.1M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.88% | 17,993 | $919K | — |
| JPM JPMorgan Chase & Co. | 0.78% | 2,541 | $819K | — |
| VCRM Vanguard Core Tax-Ex Bond | 0.68% | 9,440 | $713K | — |
| DFAU Dimensional US Core Equity M | 0.63% | 14,135 | $662K | — |
| NVDA Nvidia Corp. | 0.62% | 3,489 | $651K | — |
| ADP Automatic Data Processing | 0.61% | 2,460 | $637K | — |
| HD Home Depot Inc. | 0.54% | 1,629 | $561K | — |
| WMT Walmart Inc. | 0.51% | 4,811 | $537K | — |
| EMR Emerson Electric Co. | 0.41% | 3,214 | $427K | — |
| WFC Wells Fargo & Co. | 0.40% | 4,451 | $415K | — |
| DE Deere & Co. | 0.40% | 882 | $412K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.39% | 3,686 | $406K | — |
| RTX RTX Corp. | 0.38% | 2,190 | $402K | — |
| ABBV Abbvie Inc. | 0.38% | 1,741 | $398K | — |
| CSCO Cisco Systems Inc. | 0.37% | 5,034 | $388K | — |
| XBIL F/M US Treasury 6 Month Bill | 0.33% | 6,932 | $347K | — |
| APD Air Products & Chemicals Inc. | 0.33% | 1,395 | $345K | — |
| GD General Dynamics Corp. | 0.31% | 970 | $327K | — |
| LOW Lowe's Cos Inc. | 0.30% | 1,289 | $311K | — |
| AVGO Broadcom Inc. | 0.29% | 868 | $300K | — |
| ITW Illinois Tool Works | 0.28% | 1,200 | $297K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 981 | $291K | — |
| QCOM Qualcomm Inc. | 0.28% | 1,678 | $287K | — |
| HON Honeywell International Inc. | 0.27% | 1,436 | $280K | — |
| ELV Elevance Health Inc. | 0.25% | 754 | $264K | — |
| JNJ Johnson & Johnson | 0.25% | 1,267 | $262K | — |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.23% | 4,766 | $236K | — |
| O Realty Income Corp. | 0.22% | 3,971 | $225K | — |
| KMI Kinder Morgan Inc. | 0.21% | 8,067 | $222K | — |
| COST Costco Wholesale Corp. | 0.21% | 254 | $219K | — |
| XOM Exxon Mobil Corp. | 0.20% | 1,747 | $210K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.19% | 2,496 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.