Lynx Investment Advisory
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Lynx Investment Advisory reported 230 stock positions worth $305.2 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 4.2% of the portfolio, followed by Apple (AAPL, 3.2%) and iShares Intl Div Growth ETF (IGRO, 2.9%). Compared with Q1 2026, it opened 52 new positions, sold out of 3, added to 129 and reduced 40. The biggest buy was Vanguard Ftse All Wo X-US SC (VSS, shares +1012%) and the biggest sale Akre Focus ETF (AKRE, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC, DC
- CIK
- 0002028812
- Portfolio Value
- $305.2M (Q2 2026)
- SEC Filing
- 0002028812-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 230 stocks · $305.2M
| SPHQ Invesco S&P 500 Quality ETF | 4.16% | 140,854 | $12.7M | Reduce -3.2% |
| AAPL Apple Inc. | 3.16% | 33,310 | $9.6M | Add +31.0% |
| IGRO iShares Intl Div Growth ETF | 2.88% | 99,813 | $8.8M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 2.69% | 115,401 | $8.2M | Add +136.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.48% | 10,121 | $7.6M | Add +51.8% |
| DFAI Dimensional International Co. | 2.30% | 170,009 | $7.0M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 2.28% | 90,156 | $7.0M | Reduce -21.8% |
| NOBL Proshares S&P 500 Dividend A | 2.14% | 116,127 | $6.5M | Reduce -10.2% |
| GLD SPDR Gold Shares | 2.05% | 16,959 | $6.2M | Add +0.9% |
| GLDM SPDR Gold Minishares Trust | 1.85% | 71,293 | $5.7M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.74% | 14,880 | $5.3M | Add +5.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.49% | 29,455 | $4.5M | Add +1011.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.41% | 11,633 | $4.3M | Add +711.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.40% | 63,180 | $4.3M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 1.38% | 51,033 | $4.2M | Add +1067.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 13,075 | $4.0M | Add +546.0% |
| IAU iShares Gold Trust | 1.27% | 51,396 | $3.9M | Add +7.5% |
| VT Vanguard Tot World STK ETF | 1.26% | 24,446 | $3.8M | Add +1354.3% |
| MSFT Microsoft Corp. | 1.25% | 10,257 | $3.8M | Add +10.5% |
| AMZN Amazon.com Inc. | 1.20% | 15,393 | $3.7M | Add +2.0% |
| VCRB Vanguard Core Bond ETF | 1.19% | 47,001 | $3.6M | Add +4.8% |
| BND Vanguard Total Bond Market | 1.18% | 49,223 | $3.6M | Add +117.9% |
| MA Mastercard Inc. Class A | 1.17% | 6,965 | $3.6M | Add +35.8% |
| FGD First Trust DJ GL Sel DVD | 1.16% | 110,305 | $3.5M | Reduce -17.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.12% | 43,290 | $3.4M | Add +1205.9% |
| VIG Vanguard Dividend Apprec ETF | 1.12% | 14,397 | $3.4M | Add +6.3% |
| VYM Vanguard High DVD Yield ETF | 0.98% | 18,996 | $3.0M | Add +0.9% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.98% | 158,174 | $3.0M | Add +36.4% |
| VNQ Vanguard Real Estate ETF | 0.97% | 30,728 | $3.0M | Add +1247.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.95% | 35,955 | $2.9M | Add +706.9% |
| VWO Vanguard Ftse Emerging Marke | 0.93% | 47,737 | $2.8M | Add +153.5% |
| SCHX Schwab US Large-Cap ETF | 0.92% | 95,065 | $2.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 5,582 | $2.8M | No change |
| SPHD Invesco S&P 500 High Dividen | 0.88% | 53,053 | $2.7M | Reduce -24.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 11,988 | $2.6M | Add +280.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.83% | 56,268 | $2.5M | Add +828.8% |
| RTX RTX Corp. | 0.82% | 13,124 | $2.5M | New |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.80% | 46,012 | $2.4M | Reduce -48.4% |
| BIV Vanguard Intermediate-Term B | 0.80% | 31,779 | $2.4M | Reduce -12.1% |
| WOOD iShares Global Timber & Fore | 0.69% | 31,861 | $2.1M | Add +6.2% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 12,983 | $2.0M | New |
| NVDA Nvidia Corp. | 0.66% | 10,130 | $2.0M | Add +17.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.60% | 9,200 | $1.8M | New |
| SOXX iShares Semiconductor ETF | 0.56% | 2,664 | $1.7M | Reduce -16.9% |
| DUHP Dimensional US High Profi Et | 0.56% | 40,769 | $1.7M | Add +321.1% |
| CGW Invesco S&P Global Water Ind | 0.55% | 25,625 | $1.7M | Reduce -1.1% |
| DFAE Dimensional Emerging Core Eq | 0.55% | 41,643 | $1.7M | Add +42.3% |
| JNK SS SPDR BB High Yield Bond | 0.55% | 17,359 | $1.7M | New |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.55% | 69,588 | $1.7M | Reduce -20.2% |
| JPM JPMorgan Chase & Co. | 0.54% | 5,005 | $1.6M | Add +73.5% |
| XLE SS Energy Select Sector | 0.52% | 29,691 | $1.6M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 2,257 | $1.6M | Add +38.8% |
| V Visa Inc. Class A | 0.49% | 4,397 | $1.5M | Add +19.3% |
| AMLP Alerian MLP ETF | 0.49% | 28,557 | $1.5M | New |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 17,491 | $1.5M | Add +515.5% |
| PFE Pfizer Inc. | 0.47% | 59,638 | $1.4M | Add +9.8% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.47% | 40,241 | $1.4M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.44% | 3,807 | $1.3M | Add +1.8% |
| VGIT Vanguard Intermediate-Term T | 0.43% | 22,420 | $1.3M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.43% | 5,438 | $1.3M | Add +326.2% |
| TFC Truist Financial Corp. | 0.43% | 26,046 | $1.3M | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.42% | 12,757 | $1.3M | Add +56.9% |
| VZ Verizon Communications Inc. | 0.41% | 29,710 | $1.3M | Add +14.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 13,951 | $1.2M | Add +40.0% |
| AMD Advanced Micro Devices | 0.39% | 2,057 | $1.2M | Reduce -11.4% |
| OGE Oge Energy Corp. | 0.39% | 24,260 | $1.2M | Add +0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.38% | 23,065 | $1.2M | New |
| PNC PNC Financial Services Group | 0.37% | 4,537 | $1.1M | Add +31.1% |
| EPI Wisdomtree India Earnings | 0.36% | 25,886 | $1.1M | New |
| DFAX Dimensional World Ex US Core | 0.36% | 29,898 | $1.1M | Reduce -8.4% |
| AES AES Corp. | 0.36% | 75,005 | $1.1M | Add +0.1% |
| EOI Eaton Vance Enhanced Eq Incm | 0.36% | 55,505 | $1.1M | New |
| PPA Invesco Aerospace & Defense | 0.35% | 6,052 | $1.1M | Add +4.7% |
| CVX Chevron Corp. | 0.35% | 6,354 | $1.1M | Add +41.7% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.34% | 21,766 | $1.0M | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.34% | 972 | $1.0M | Reduce -11.7% |
| SCHB Schwab US Broad Market ETF | 0.34% | 35,692 | $1.0M | New |
| TIP iShares Tips Bond ETF | 0.33% | 9,329 | $1.0M | Add +103.0% |
| EOS Eaton Vance Enh Eqt Inc. II | 0.33% | 45,996 | $1.0M | New |
| ICLN iShares Global Clean Energy | 0.33% | 49,404 | $1.0M | New |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.33% | 17,665 | $992K | Reduce -5.3% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 12,653 | $986K | Add +165.0% |
| XLF SS Financial Select Sector | 0.31% | 17,831 | $956K | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.31% | 8,121 | $954K | Add +67.2% |
| XLK SS Technology Select Sector | 0.31% | 5,004 | $953K | Reduce -1.8% |
| WMT Walmart Inc. | 0.31% | 8,359 | $947K | Add +109.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.31% | 20,704 | $939K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.30% | 1,651 | $930K | Add +5.6% |
| VGT Vanguard Info Tech ETF | 0.30% | 7,593 | $908K | No change |
| FLIN Franklin Ftse India ETF | 0.30% | 25,476 | $906K | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,050 | $858K | Add +36.0% |
| FXI iShares China Large-Cap ETF | 0.28% | 26,659 | $842K | New |
| DFAS Dimensional US Small Cap ETF | 0.27% | 9,930 | $818K | Add +5.8% |
| CFG Citizens Financial Group | 0.26% | 11,364 | $796K | Add +31.4% |
| PG The Procter & Gamble Co. | 0.26% | 5,406 | $793K | Add +68.2% |
| GNR State Street SPDR S&P Global | 0.26% | 11,771 | $792K | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.26% | 7,565 | $786K | Add +189.3% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.26% | 33,058 | $786K | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.25% | 9,303 | $771K | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.25% | 755 | $764K | Add +91.6% |
Portfolio Sells Q1 2026 → Q2 2026
| AKRE Akre Focus ETF | Reduce -48.4% | 0.80% | −1.45 |
| IJH iShares Core S&P Midcap ETF | Reduce -21.8% | 2.28% | −1.44 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.3% | 1.85% | −1.34 |
| NOBL Proshares S&P 500 Dividend A | Reduce -10.2% | 2.14% | −1.14 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -3.2% | 4.16% | −1.07 |
| FGD First Trust DJ GL Sel DVD | Reduce -17.3% | 1.16% | −0.88 |
| SPHD Invesco S&P 500 High Dividen | Reduce -24.0% | 0.88% | −0.77 |
| BIV Vanguard Intermediate-Term B | Reduce -12.1% | 0.80% | −0.53 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -20.2% | 0.55% | −0.47 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.43 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 0.92% | −0.25 |
| CGW Invesco S&P Global Water Ind | Reduce -1.1% | 0.55% | −0.24 |
| SEIE Sei Select Intl Equity | Reduce -2.6% | 0.47% | −0.18 |
| DFE Wisdomtree Eur S/C Dividend | Reduce -36.1% | 0.13% | −0.17 |
| GNR State Street SPDR S&P Global | Reduce -2.4% | 0.26% | −0.17 |
| DFAX Dimensional World Ex US Core | Reduce -8.4% | 0.36% | −0.17 |
| XLV SS Health Care Select Sector | Reduce -23.4% | 0.19% | −0.15 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -5.7% | 0.23% | −0.13 |
| FLIN Franklin Ftse India ETF | Reduce -2.1% | 0.30% | −0.12 |
| XLF SS Financial Select Sector | Reduce -0.9% | 0.31% | −0.11 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -0.7% | 0.22% | −0.10 |
| SEIV Sei Qim US Large Cap Value A | Reduce -2.3% | 0.34% | −0.10 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.10 |
| IWR iShares Russell Mid-Cap ETF | Reduce -26.3% | 0.12% | −0.09 |
| SEIM Sei Qim US Large Cap Momentu | Reduce -5.3% | 0.33% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -1.4% | 0.17% | −0.08 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.2% | 0.17% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 0.25% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.9% | 0.23% | −0.06 |
| SEIS Sei Select Small Cap ETF | Reduce -1.9% | 0.25% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -0.9% | 0.19% | −0.05 |
| BCI Abrdn Bloomberg All Commodit | Reduce -3.4% | 0.08% | −0.05 |
| SEEM Sei Select Em MRKT Eq | Reduce -3.4% | 0.19% | −0.04 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -9.5% | 0.08% | −0.04 |
| BAC Bank of America Corp. | Reduce -8.9% | 0.10% | −0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.5% | 0.08% | −0.03 |
| CAT Caterpillar Inc. | Reduce -11.7% | 0.34% | −0.03 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -1.3% | 0.13% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.8% | 0.31% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 0.13% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -16.9% | 0.56% | +0.06 |
| AMD Advanced Micro Devices | Reduce -11.4% | 0.39% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| VSS Vanguard Ftse All Wo X-US SC | Add +1011.5% | 1.49% | +1.30 |
| VCIT Vanguard Int-Term Corporate | Add +1067.8% | 1.38% | +1.21 |
| VEA Vanguard Ftse Developed ETF | Add +136.5% | 2.69% | +1.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +711.8% | 1.41% | +1.19 |
| VT Vanguard Tot World STK ETF | Add +1354.3% | 1.26% | +1.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +546.0% | 1.30% | +1.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1205.9% | 1.12% | +1.00 |
| VNQ Vanguard Real Estate ETF | Add +1247.7% | 0.97% | +0.87 |
| RTX RTX Corp. | New | 0.82% | +0.82 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +706.9% | 0.95% | +0.80 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +828.8% | 0.83% | +0.70 |
| ACWI iShares MSCI Acwi ETF | New | 0.67% | +0.67 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.60% | +0.60 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +280.4% | 0.86% | +0.56 |
| JNK SS SPDR BB High Yield Bond | New | 0.55% | +0.55 |
| AMLP Alerian MLP ETF | New | 0.49% | +0.49 |
| VWO Vanguard Ftse Emerging Marke | Add +153.5% | 0.93% | +0.45 |
| VGIT Vanguard Intermediate-Term T | New | 0.43% | +0.43 |
| TFC Truist Financial Corp. | New | 0.43% | +0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +51.8% | 2.48% | +0.40 |
| BND Vanguard Total Bond Market | Add +117.9% | 1.18% | +0.39 |
| DUHP Dimensional US High Profi Et | Add +321.1% | 0.56% | +0.39 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.38% | +0.38 |
| VEU Vanguard Ftse All-World Ex-U | Add +515.5% | 0.48% | +0.38 |
| EPI Wisdomtree India Earnings | New | 0.36% | +0.36 |
| EOI Eaton Vance Enhanced Eq Incm | New | 0.36% | +0.36 |
| SCHB Schwab US Broad Market ETF | New | 0.34% | +0.34 |
| EOS Eaton Vance Enh Eqt Inc. II | New | 0.33% | +0.33 |
| ICLN iShares Global Clean Energy | New | 0.33% | +0.33 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +326.2% | 0.43% | +0.30 |
| FXI iShares China Large-Cap ETF | New | 0.28% | +0.28 |
| VXUS Vanguard Total Intl Stock | New | 0.20% | +0.20 |
| UNH Unitedhealth Group Inc. | New | 0.19% | +0.19 |
| MRVL Marvell Technology Inc. | New | 0.18% | +0.18 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.18% | +0.18 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.17% | +0.17 |
| LEND Sei HY Bnd&alt CRDT | New | 0.17% | +0.17 |
| BSV Vanguard Short-Term Bond ETF | Add +165.0% | 0.32% | +0.14 |
| EFA iShares MSCI Eafe ETF | Add +189.3% | 0.26% | +0.14 |
| CSCO Cisco Systems Inc. | Add +67.2% | 0.31% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +73.5% | 0.54% | +0.13 |
| IYW iShares Ustechnology ETF | New | 0.11% | +0.11 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.10% | +0.10 |
| ROK Rockwell Automation Inc. | New | 0.10% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | New | 0.10% | +0.10 |
| PH Parker Hannifin Corp. | New | 0.10% | +0.10 |
| TIP iShares Tips Bond ETF | Add +103.0% | 0.33% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +91.6% | 0.25% | +0.09 |
| DAL Delta Air Lines Inc. | New | 0.09% | +0.09 |
| NVS Novartis AG-Sponsored ADR | New | 0.09% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 230 | $305.2M | SPHQ, AAPL, IGRO, VEA, SPY |
| Q1 2026 | 181 | $209.2M | SPHQ, IGRO, IJH, GLD, NOBL |
| Q4 2025 | 166 | $183.3M | SPHQ, AAPL, IJH, IGRO, GLD |
| Q3 2025 | 150 | $167.2M | SPHQ, IJH, AAPL, IGRO, GLD |
| Q2 2025 | 147 | $153.1M | SPHQ, IJH, IGRO, AAPL, NOBL |
| Q1 2025 | 144 | $150.0M | SPHQ, IJH, AAPL, NOBL, GLD |
| Q4 2024 | 146 | $146.6M | SPHQ, IJH, AAPL, NOBL, GLD |
| Q3 2024 | 142 | $138.9M | SPHQ, IJH, AAPL, NOBL, DFAI |
| Q2 2024 | 815 | $135.0M | SPHQ, IJH, AAPL, NOBL, MSFT |