Lynch Investment Planning, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Lynch Investment Planning, LLC reported 54 stock positions worth $111.3 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 15.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.0%) and Vanguard Short-Term Bond ETF (BSV, 7.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 25 and reduced 27. The biggest buy was PIMCO Active Bond Exchange-T (BOND, shares +26%) and the biggest sale iShares S&P 100 ETF (OEF, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN SQUARE, PA
- CIK
- 0002110354
- Portfolio Value
- $111.3M (Q1 2026)
- SEC Filing
- 0001754960-26-000378 ↗ filed May 13, 2026
Holdings Value
Holdings 54 stocks · $111.3M
| BOND PIMCO Active Bond Exchange-T | 15.94% | 192,244 | $17.7M | Add +25.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.00% | 17,071 | $11.1M | Add +6.7% |
| BSV Vanguard Short-Term Bond ETF | 7.72% | 109,593 | $8.6M | Add +15.8% |
| DUHP Dimensional US High Profi Et | 7.61% | 230,498 | $8.5M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 6.34% | 77,937 | $7.1M | Add +55.5% |
| AGG iShares Core U.S. Aggregate | 5.14% | 57,618 | $5.7M | Add +13.8% |
| QQQM Invesco Nasdaq 100 ETF | 5.00% | 23,434 | $5.6M | Add +6.1% |
| IJR iShares Core S&P Small-Cap E | 4.34% | 38,880 | $4.8M | Add +48.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.25% | 10,193 | $4.7M | Add +12.1% |
| DGRO iShares Core Dividend Growth | 4.00% | 63,487 | $4.5M | Add +0.8% |
| XMMO Invesco S&P Midcap Momentum | 2.97% | 22,762 | $3.3M | Add +3.5% |
| OEF iShares S&P 100 ETF | 2.19% | 7,665 | $2.4M | Reduce -44.4% |
| AAPL Apple Inc. | 1.99% | 8,725 | $2.2M | Add +9.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.85% | 10,478 | $2.1M | Add +42.4% |
| GOOGL Alphabet Inc. Class A | 1.83% | 7,071 | $2.0M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 1.34% | 22,098 | $1.5M | Reduce -15.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.26% | 2,422 | $1.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.04% | 3,132 | $1.2M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.94% | 1,750 | $1.0M | Add +1.6% |
| EFA iShares MSCI Eafe ETF | 0.93% | 10,692 | $1.0M | Reduce -11.3% |
| AMZN Amazon.com Inc. | 0.92% | 4,925 | $1.0M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 2,135 | $1.0M | Reduce -4.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.86% | 18,791 | $955K | Add +4.4% |
| VCRM Vanguard Core Tax-Ex Bond | 0.84% | 12,379 | $930K | Add +31.1% |
| JPM JPMorgan Chase & Co. | 0.65% | 2,470 | $726K | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.54% | 3,426 | $598K | Reduce -1.8% |
| WMT Walmart Inc. | 0.51% | 4,586 | $571K | Reduce -4.7% |
| DFAU Dimensional US Core Equity M | 0.50% | 12,272 | $554K | Reduce -13.2% |
| DE Deere & Co. | 0.45% | 885 | $500K | Add +0.3% |
| HD Home Depot Inc. | 0.44% | 1,496 | $492K | Reduce -8.2% |
| ADP Automatic Data Processing | 0.43% | 2,350 | $481K | Reduce -4.5% |
| EMR Emerson Electric Co. | 0.38% | 3,216 | $421K | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.37% | 1,404 | $408K | Add +0.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.35% | 3,523 | $389K | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.34% | 4,886 | $379K | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.34% | 1,742 | $379K | Add +0.1% |
| RTX RTX Corp. | 0.34% | 1,959 | $378K | Reduce -10.6% |
| WFC Wells Fargo & Co. | 0.32% | 4,476 | $356K | Add +0.6% |
| GD General Dynamics Corp. | 0.29% | 928 | $319K | Reduce -4.3% |
| HON Honeywell International Inc. | 0.28% | 1,385 | $313K | Reduce -3.5% |
| LOW Lowe's Cos Inc. | 0.27% | 1,294 | $306K | Add +0.4% |
| ITW Illinois Tool Works | 0.27% | 1,150 | $301K | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.27% | 1,756 | $298K | Add +0.5% |
| JNJ Johnson & Johnson | 0.27% | 1,214 | $297K | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.26% | 451 | $295K | New |
| KMI Kinder Morgan Inc. | 0.24% | 8,073 | $271K | Add +0.1% |
| AVGO Broadcom Inc. | 0.23% | 826 | $256K | Reduce -4.8% |
| XBIL F/M US Treasury 6 Month Bill | 0.23% | 5,067 | $254K | Reduce -26.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 988 | $239K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.21% | 239 | $238K | Reduce -5.9% |
| O Realty Income Corp. | 0.20% | 3,598 | $221K | Reduce -9.4% |
| ELV Elevance Health Inc. | 0.19% | 739 | $216K | Reduce -2.0% |
| VONV Vanguard Russell 1000 Value | 0.19% | 2,258 | $212K | New |
| QCOM Qualcomm Inc. | 0.19% | 1,609 | $207K | Reduce -4.1% |
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Reduce -44.4% | 2.19% | −2.34 |
| MSFT Microsoft Corp. | Reduce -3.5% | 1.04% | −0.46 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 1.83% | −0.32 |
| IJH iShares Core S&P Midcap ETF | Reduce -15.3% | 1.34% | −0.31 |
| DGRS Wisdomtree U.S. Smallcap Qua | Sold out | 0.00% | −0.23 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.19 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 1.26% | −0.19 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.43% | −0.18 |
| EFA iShares MSCI Eafe ETF | Reduce -11.3% | 0.93% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.92% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.92% | −0.15 |
| DFAU Dimensional US Core Equity M | Reduce -13.2% | 0.50% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -2.8% | 0.65% | −0.13 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -26.9% | 0.23% | −0.10 |
| HD Home Depot Inc. | Reduce -8.2% | 0.44% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -4.1% | 0.19% | −0.09 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.54% | −0.09 |
| ELV Elevance Health Inc. | Reduce -2.0% | 0.19% | −0.06 |
| AVGO Broadcom Inc. | Reduce -4.8% | 0.23% | −0.06 |
| RTX RTX Corp. | Reduce -10.6% | 0.34% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.4% | 0.35% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -2.9% | 0.34% | −0.03 |
| GD General Dynamics Corp. | Reduce -4.3% | 0.29% | −0.03 |
| O Realty Income Corp. | Reduce -9.4% | 0.20% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.2% | 0.27% | −0.01 |
| WMT Walmart Inc. | Reduce -4.7% | 0.51% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -5.9% | 0.21% | +0.00 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.28% | +0.01 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.27% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BOND PIMCO Active Bond Exchange-T | Add +25.5% | 15.94% | +2.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +55.5% | 6.34% | +2.04 |
| IJR iShares Core S&P Small-Cap E | Add +48.3% | 4.34% | +1.32 |
| BSV Vanguard Short-Term Bond ETF | Add +15.8% | 7.72% | +0.58 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +42.4% | 1.85% | +0.50 |
| AGG iShares Core U.S. Aggregate | Add +13.8% | 5.14% | +0.29 |
| IVV iShares Core S&P 500 ETF | New | 0.26% | +0.26 |
| VONV Vanguard Russell 1000 Value | New | 0.19% | +0.19 |
| VCRM Vanguard Core Tax-Ex Bond | Add +31.1% | 0.84% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.27% | +0.07 |
| DE Deere & Co. | Add +0.3% | 0.45% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Add +12.1% | 4.25% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +3.5% | 2.97% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +0.7% | 0.37% | +0.04 |
| KMI Kinder Morgan Inc. | Add +0.1% | 0.24% | +0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +4.4% | 0.86% | −0.02 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.27% | −0.02 |
| EMR Emerson Electric Co. | Add +0.1% | 0.38% | −0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.34% | −0.04 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.22% | −0.06 |
| WFC Wells Fargo & Co. | Add +0.6% | 0.32% | −0.08 |
| VOO Vanguard S&P 500 ETF | Add +1.6% | 0.94% | −0.09 |
| AAPL Apple Inc. | Add +9.0% | 1.99% | −0.10 |
| DGRO iShares Core Dividend Growth | Add +0.8% | 4.00% | −0.18 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.1% | 5.00% | −0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 10.00% | −0.48 |
| DUHP Dimensional US High Profi Et | Add +0.0% | 7.61% | −0.78 |