Lynx Investment Advisory
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 16, 2025), Lynx Investment Advisory reported 144 stock positions worth $150.0 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 7.5% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 4.5%) and Apple (AAPL, 3.9%). Compared with Q4 2024, it opened 11 new positions, sold out of 13, added to 71 and reduced 54. The biggest buy was SS Financial Select Sector (XLF, shares +204%) and the biggest sale an exit from Intel (INTC).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC, DC
- CIK
- 0002028812
- Portfolio Value
- $150.0M (Q1 2025)
- SEC Filing
- 0002028812-25-000003 ↗ filed Jun 16, 2025
Holdings Value
Holdings 144 stocks · $150.0M
| SPHQ Invesco S&P 500 Quality ETF | 7.52% | 169,933 | $11.3M | Add +20.8% |
| IJH iShares Core S&P Midcap ETF | 4.54% | 116,702 | $6.8M | Reduce -3.5% |
| AAPL Apple Inc. | 3.94% | 26,599 | $5.9M | Add +0.8% |
| NOBL Proshares S&P 500 Dividend A | 3.53% | 51,837 | $5.3M | Reduce -2.6% |
| GLD SPDR Gold Shares | 3.10% | 16,123 | $4.6M | Reduce -9.1% |
| IGRO iShares Intl Div Growth ETF | 3.05% | 63,241 | $4.6M | Add +2.4% |
| DFAI Dimensional International Co. | 2.89% | 138,565 | $4.3M | Reduce -0.7% |
| GLDM SPDR Gold Minishares Trust | 2.74% | 66,476 | $4.1M | Add +0.1% |
| FGD First Trust DJ GL Sel DVD | 2.65% | 164,183 | $4.0M | Reduce -5.1% |
| MSFT Microsoft Corp. | 2.33% | 9,292 | $3.5M | Add +1.4% |
| XLF SS Financial Select Sector | 2.20% | 66,256 | $3.3M | Add +203.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.12% | 62,208 | $3.2M | Reduce -5.4% |
| MA Mastercard Inc. Class A | 2.08% | 5,702 | $3.1M | Add +0.1% |
| IAU iShares Gold Trust | 2.00% | 50,889 | $3.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 5,497 | $2.9M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 1.87% | 14,741 | $2.8M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.66% | 4,451 | $2.5M | Reduce -8.3% |
| CGW Invesco S&P Global Water Ind | 1.63% | 43,812 | $2.4M | Reduce -6.7% |
| BIV Vanguard Intermediate-Term B | 1.48% | 29,022 | $2.2M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.47% | 14,304 | $2.2M | Add +4.3% |
| WOOD iShares Global Timber & Fore | 1.36% | 27,041 | $2.0M | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 1.34% | 39,875 | $2.0M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 34,992 | $1.8M | Reduce -3.3% |
| GNR State Street SPDR S&P Global | 1.09% | 30,839 | $1.6M | Reduce -10.6% |
| VCRB Vanguard Core Bond ETF | 0.94% | 18,197 | $1.4M | Add +128.9% |
| V Visa Inc. Class A | 0.91% | 3,915 | $1.4M | Reduce -5.4% |
| XLV SS Health Care Select Sector | 0.87% | 8,947 | $1.3M | Add +27.6% |
| NVDA Nvidia Corp. | 0.84% | 11,566 | $1.3M | Add +5.4% |
| PFE Pfizer Inc. | 0.81% | 47,782 | $1.2M | Add +53.3% |
| COP Conocophillips | 0.75% | 10,769 | $1.1M | Add +316.6% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.74% | 41,997 | $1.1M | Add +5.3% |
| OGE Oge Energy Corp. | 0.73% | 23,939 | $1.1M | Add +59.7% |
| META Meta Platforms Inc. Class A | 0.70% | 1,832 | $1.1M | Add +2.1% |
| CVX Chevron Corp. | 0.70% | 6,258 | $1.0M | Add +24.5% |
| SCHX Schwab US Large-Cap ETF | 0.69% | 46,882 | $1.0M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 0.67% | 1,949 | $1.0M | Add +4.7% |
| XLE SS Energy Select Sector | 0.66% | 10,535 | $984K | Reduce -1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 12,423 | $980K | Add +16.7% |
| SPAB SS SPDR P Agg Bond ETF | 0.64% | 37,401 | $955K | Add +0.5% |
| AES AES Corp. | 0.62% | 74,938 | $931K | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.61% | 9,266 | $922K | Reduce -7.2% |
| VZ Verizon Communications Inc. | 0.61% | 20,154 | $914K | Reduce -19.4% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 7,076 | $913K | Reduce -5.2% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.58% | 45,553 | $874K | Add +11.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.57% | 3,447 | $857K | Reduce -2.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.53% | 32,812 | $800K | Add +12.8% |
| JHG Janus Henderson Group PLC | 0.50% | 20,896 | $755K | Add +82.1% |
| UBER Uber Technologies Inc. | 0.49% | 10,135 | $738K | Reduce -2.4% |
| DFAX Dimensional World Ex US Core | 0.48% | 27,604 | $723K | Reduce -22.5% |
| TSLA Tesla Inc. | 0.48% | 2,790 | $723K | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 15,137 | $685K | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 0.44% | 2,707 | $664K | Add +2.3% |
| SOXX iShares Semiconductor ETF | 0.42% | 3,386 | $637K | Add +1.2% |
| FAF First American Financial | 0.42% | 9,492 | $623K | Add +22.9% |
| DFAE Dimensional Emerging Core Eq | 0.41% | 23,595 | $611K | Add +0.3% |
| ORI Old Republic Intl Corp. | 0.40% | 15,267 | $599K | Reduce -39.1% |
| GOOG Alphabet Inc. Class C | 0.38% | 3,684 | $576K | Add +0.5% |
| DVN Devon Energy Corp. | 0.37% | 14,677 | $549K | New |
| FNF Fidelity National Financial | 0.37% | 8,413 | $548K | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 1,468 | $544K | Reduce -0.6% |
| HBAN Huntington Bancshares Inc. | 0.35% | 34,600 | $519K | Add +3.7% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.35% | 15,979 | $519K | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 0.35% | 955 | $518K | Add +0.1% |
| XLK SS Technology Select Sector | 0.34% | 2,484 | $513K | Add +0.1% |
| IP International Paper Co. | 0.34% | 9,446 | $504K | Add +3.4% |
| PNC PNC Financial Services Group | 0.33% | 2,854 | $502K | Reduce -5.1% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.33% | 13,791 | $497K | Reduce -3.8% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 5,996 | $490K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 9,740 | $483K | Add +72.7% |
| NFLX Netflix Inc. | 0.32% | 516 | $481K | Add +1.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.32% | 5,226 | $480K | New |
| PG The Procter & Gamble Co. | 0.31% | 2,696 | $459K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.30% | 873 | $457K | Reduce -0.8% |
| SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS | 0.30% | 19,131 | $455K | Add +9.6% |
| SCHV Schwab US Large-Cap Value | 0.29% | 16,623 | $442K | Add +21.2% |
| FANG Diamondback Energy Inc. | 0.29% | 2,739 | $438K | Add +18.4% |
| RF Regions Financial Corp. | 0.29% | 19,734 | $429K | Reduce -15.6% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 17,888 | $419K | Reduce -0.7% |
| APA Apa Corp. | 0.28% | 19,746 | $415K | New |
| ABBV Abbvie Inc. | 0.28% | 1,970 | $413K | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.27% | 7,884 | $403K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 15,623 | $391K | Add +41.3% |
| SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS | 0.26% | 15,773 | $391K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.24% | 2,213 | $367K | Add +6.0% |
| SHEL Shell PLC-ADR | 0.24% | 4,996 | $366K | Add +0.3% |
| TIP iShares Tips Bond ETF | 0.24% | 3,221 | $358K | Add +1.2% |
| UBSI United Bankshares Inc. | 0.24% | 10,314 | $358K | Reduce -17.6% |
| CFG Citizens Financial Group | 0.24% | 8,718 | $357K | Reduce -9.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 751 | $352K | No change |
| WMT Walmart Inc. | 0.23% | 4,014 | $352K | Add +5.2% |
| VTIP Vanguard Short-Term Tips | 0.23% | 6,893 | $344K | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.23% | 611 | $343K | Reduce -10.3% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 4,025 | $340K | No change |
| CAT Caterpillar Inc. | 0.23% | 1,028 | $339K | Add +0.7% |
| PHO Invesco Water Resources ETF | 0.22% | 5,211 | $336K | New |
| ORCL Oracle Corp. | 0.22% | 2,389 | $334K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,721 | $334K | Add +0.1% |
| DFE Wisdomtree Eur S/C Dividend | 0.22% | 5,431 | $331K | Reduce -6.3% |
| SCHP Schwab U.S. Tips ETF | 0.22% | 12,231 | $329K | Reduce -12.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.22% | 6,692 | $327K | Reduce -16.1% |
Portfolio Sells Q4 2024 → Q1 2025
| INTC Intel Corp. | Sold out | 0.00% | −0.99 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.71 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.5% | 4.54% | −0.60 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.54 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.87% | −0.34 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.4% | 2.12% | −0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.3% | 1.66% | −0.28 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.26 |
| ICLN iShares Global Clean Energy | Reduce -69.6% | 0.11% | −0.26 |
| KEY Keycorp | Sold out | 0.00% | −0.26 |
| ORI Old Republic Intl Corp. | Reduce -39.1% | 0.40% | −0.22 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.20 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.20 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.19 |
| WU Western Union Co. | Sold out | 0.00% | −0.18 |
| ZION Zions Bancorp NA | Reduce -36.8% | 0.20% | −0.16 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.15 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.14 |
| USB US Bancorp | Reduce -26.7% | 0.21% | −0.12 |
| DFAX Dimensional World Ex US Core | Reduce -22.5% | 0.48% | −0.12 |
| CGW Invesco S&P Global Water Ind | Reduce -6.7% | 1.63% | −0.11 |
| BBY Best Buy Co. Inc. | Reduce -21.2% | 0.21% | −0.11 |
| RF Regions Financial Corp. | Reduce -15.6% | 0.29% | −0.09 |
| IXC iShares Global Energy ETF | Reduce -33.6% | 0.21% | −0.08 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.6% | 3.53% | −0.08 |
| UBSI United Bankshares Inc. | Reduce -17.6% | 0.24% | −0.08 |
| GNR State Street SPDR S&P Global | Reduce -10.6% | 1.09% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -19.4% | 0.61% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.8% | 0.69% | −0.07 |
| PNC PNC Financial Services Group | Reduce -5.1% | 0.33% | −0.06 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -7.2% | 0.61% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.36% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -16.1% | 0.22% | −0.05 |
| CFG Citizens Financial Group | Reduce -9.4% | 0.24% | −0.05 |
| SEIM Sei Qim US Large Cap Momentu | Reduce -3.8% | 0.33% | −0.05 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -12.0% | 0.17% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -10.3% | 0.23% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.9% | 0.46% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.2% | 0.61% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 0.28% | −0.04 |
| IXG iShares Global Financials Et | Reduce -19.6% | 0.18% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -14.8% | 0.17% | −0.03 |
| SPHY SS SPDR P High Yield ETF | Reduce -11.2% | 0.18% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -12.1% | 0.22% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.4% | 0.16% | −0.02 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -5.0% | 0.15% | −0.02 |
| SEIV Sei Qim US Large Cap Value A | Reduce -0.9% | 0.35% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -2.9% | 0.15% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| XLF SS Financial Select Sector | Add +203.9% | 2.20% | +1.48 |
| SPHQ Invesco S&P 500 Quality ETF | Add +20.8% | 7.52% | +1.09 |
| AES AES Corp. | New | 0.62% | +0.62 |
| COP Conocophillips | Add +316.6% | 0.75% | +0.58 |
| VCRB Vanguard Core Bond ETF | Add +128.9% | 0.94% | +0.53 |
| GLDM SPDR Gold Minishares Trust | Add +0.1% | 2.74% | +0.39 |
| DVN Devon Energy Corp. | New | 0.37% | +0.37 |
| XLP SS Consumer Staples Sel Sect | New | 0.33% | +0.33 |
| TROW T Rowe Price Group Inc. | New | 0.32% | +0.32 |
| OGE Oge Energy Corp. | Add +59.7% | 0.73% | +0.31 |
| APA Apa Corp. | New | 0.28% | +0.28 |
| PFE Pfizer Inc. | Add +53.3% | 0.81% | +0.24 |
| PHO Invesco Water Resources ETF | New | 0.22% | +0.22 |
| XLV SS Health Care Select Sector | Add +27.6% | 0.87% | +0.21 |
| NXST Nexstar Media Group Inc. | New | 0.21% | +0.21 |
| CHRD Chord Energy Corp. | New | 0.21% | +0.21 |
| CVX Chevron Corp. | Add +24.5% | 0.70% | +0.20 |
| IGRO iShares Intl Div Growth ETF | Add +2.4% | 3.05% | +0.19 |
| JHG Janus Henderson Group PLC | Add +82.1% | 0.50% | +0.17 |
| WY Weyerhaeuser Co. | New | 0.16% | +0.16 |
| RYN Rayonier Inc. | New | 0.14% | +0.14 |
| TOLZ Proshares GLB Infrastructure | New | 0.13% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +72.7% | 0.32% | +0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +16.7% | 0.65% | +0.10 |
| FAF First American Financial | Add +22.9% | 0.42% | +0.09 |
| SEIE Sei Select Intl Equity | Add +5.3% | 0.74% | +0.09 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +11.3% | 0.58% | +0.07 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Add +12.8% | 0.53% | +0.07 |
| FNF Fidelity National Financial | Add +6.0% | 0.37% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +29.1% | 0.20% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +21.2% | 0.29% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +41.3% | 0.26% | +0.05 |
| JNJ Johnson & Johnson | Add +6.0% | 0.24% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.1% | 2.08% | +0.04 |
| ABBV Abbvie Inc. | Add +0.6% | 0.28% | +0.04 |
| FANG Diamondback Energy Inc. | Add +18.4% | 0.29% | +0.03 |
| SHEL Shell PLC-ADR | Add +0.3% | 0.24% | +0.03 |
| SPHD Invesco S&P 500 High Dividen | Add +0.6% | 1.34% | +0.03 |
| WM Waste Management Inc. | Add +0.4% | 0.21% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +13.0% | 0.17% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.44% | +0.01 |
| NFLX Netflix Inc. | Add +1.0% | 0.32% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +0.4% | 1.48% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.2% | 0.19% | +0.01 |
| IXJ iShares Global Healthcare Et | Add +0.4% | 0.19% | +0.01 |
| TIP iShares Tips Bond ETF | Add +1.2% | 0.24% | +0.01 |
| DFIP Dimensional Inflation-Protec | Add +1.5% | 0.22% | +0.01 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.17% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.5% | 0.64% | +0.00 |
| F Ford Motor Co. | Add +1.9% | 0.21% | +0.00 |
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 |