Lynx Investment Advisory
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Lynx Investment Advisory reported 166 stock positions worth $183.3 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 5.1% of the portfolio, followed by Apple (AAPL, 3.8%) and iShares Core S&P Midcap ETF (IJH, 3.5%). Compared with Q3 2025, it opened 22 new positions, sold out of 6, added to 69 and reduced 73. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC, DC
- CIK
- 0002028812
- Portfolio Value
- $183.3M (Q4 2025)
- SEC Filing
- 0002028812-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 166 stocks · $183.3M
| SPHQ Invesco S&P 500 Quality ETF | 5.09% | 124,309 | $9.3M | Add +1.4% |
| AAPL Apple Inc. | 3.81% | 25,654 | $7.0M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 3.54% | 98,290 | $6.5M | Reduce -3.0% |
| IGRO iShares Intl Div Growth ETF | 3.40% | 75,307 | $6.2M | Add +1.7% |
| GLD SPDR Gold Shares | 3.33% | 15,398 | $6.1M | Reduce -5.5% |
| GLDM SPDR Gold Minishares Trust | 3.24% | 69,650 | $5.9M | Add +0.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 3.13% | 87,467 | $5.7M | New |
| DFAI Dimensional International Co. | 3.09% | 148,721 | $5.7M | Add +2.9% |
| NOBL Proshares S&P 500 Dividend A | 2.96% | 52,078 | $5.4M | Reduce -3.2% |
| MSFT Microsoft Corp. | 2.75% | 10,420 | $5.0M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 2.50% | 14,614 | $4.6M | Add +0.5% |
| IAU iShares Gold Trust | 2.29% | 51,617 | $4.2M | Add +0.7% |
| FGD First Trust DJ GL Sel DVD | 2.26% | 137,107 | $4.2M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 5,108 | $3.5M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.89% | 15,035 | $3.5M | Add +0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.87% | 59,248 | $3.4M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 1.65% | 5,282 | $3.0M | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 5,540 | $2.8M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 1.48% | 34,843 | $2.7M | Reduce -3.0% |
| VCRB Vanguard Core Bond ETF | 1.44% | 33,948 | $2.6M | Add +12.2% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 36,624 | $2.3M | Add +8.6% |
| WOOD iShares Global Timber & Fore | 1.18% | 29,991 | $2.2M | Add +13.4% |
| SPHD Invesco S&P 500 High Dividen | 1.16% | 44,430 | $2.1M | Reduce -7.8% |
| NVDA Nvidia Corp. | 0.96% | 9,424 | $1.8M | Reduce -14.0% |
| CGW Invesco S&P Global Water Ind | 0.89% | 25,903 | $1.6M | Add +9.0% |
| VYM Vanguard High DVD Yield ETF | 0.88% | 11,291 | $1.6M | Add +2.1% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.76% | 42,799 | $1.4M | Reduce -2.1% |
| V Visa Inc. Class A | 0.74% | 3,852 | $1.4M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 0.73% | 18,024 | $1.3M | Add +7.0% |
| XLE SS Energy Select Sector | 0.72% | 29,558 | $1.3M | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 0.68% | 46,217 | $1.2M | Add +9.9% |
| PFE Pfizer Inc. | 0.67% | 49,045 | $1.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.65% | 3,774 | $1.2M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.63% | 1,851 | $1.2M | Add +0.2% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.62% | 59,487 | $1.1M | Reduce -2.5% |
| XLF SS Financial Select Sector | 0.59% | 19,887 | $1.1M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.59% | 1,638 | $1.1M | Reduce -11.9% |
| AES AES Corp. | 0.58% | 73,938 | $1.1M | Reduce -0.7% |
| OGE Oge Energy Corp. | 0.55% | 23,679 | $1.0M | Reduce -0.7% |
| COP Conocophillips | 0.55% | 10,733 | $1.0M | Reduce -0.2% |
| JHG Janus Henderson Group PLC | 0.54% | 20,679 | $984K | Reduce -0.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.52% | 9,658 | $958K | Add +1.4% |
| SOXX iShares Semiconductor ETF | 0.52% | 3,162 | $952K | Reduce -7.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.51% | 21,908 | $935K | Add +0.5% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.51% | 22,377 | $929K | Add +14.2% |
| JPM JPMorgan Chase & Co. | 0.48% | 2,736 | $882K | Add +1.0% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.47% | 18,788 | $867K | Add +10.1% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 16,121 | $867K | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,871 | $850K | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.46% | 5,400 | $836K | Reduce -23.3% |
| VZ Verizon Communications Inc. | 0.46% | 20,520 | $836K | Reduce -0.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.45% | 34,382 | $827K | Reduce -7.9% |
| FEZ State Street SPDR Euro Stoxx | 0.45% | 12,732 | $820K | Add +27.8% |
| DFAX Dimensional World Ex US Core | 0.44% | 24,442 | $800K | Add +0.0% |
| UBER Uber Technologies Inc. | 0.41% | 9,260 | $757K | Reduce -0.1% |
| GNR State Street SPDR S&P Global | 0.41% | 12,007 | $746K | Reduce -9.5% |
| FLIN Franklin Ftse India ETF | 0.40% | 19,132 | $738K | Add +125.6% |
| XLK SS Technology Select Sector | 0.40% | 5,113 | $736K | Add +0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 4,021 | $715K | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.39% | 948 | $715K | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,434 | $700K | Reduce -0.6% |
| ORI Old Republic Intl Corp. | 0.38% | 15,098 | $689K | Reduce -0.8% |
| CVX Chevron Corp. | 0.37% | 4,413 | $672K | Reduce -29.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.36% | 25,515 | $657K | Reduce -23.9% |
| TSLA Tesla Inc. | 0.36% | 1,454 | $654K | Add +2.7% |
| PHO Invesco Water Resources ETF | 0.35% | 9,091 | $640K | Add +76.3% |
| CAT Caterpillar Inc. | 0.34% | 1,104 | $632K | Add +5.8% |
| SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS | 0.34% | 22,413 | $626K | Add +5.2% |
| NFLX Netflix Inc. | 0.33% | 6,396 | $600K | Add +37.0% |
| HBAN Huntington Bancshares Inc. | 0.33% | 34,359 | $596K | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 20,803 | $592K | Add +10.6% |
| PNC PNC Financial Services Group | 0.32% | 2,838 | $592K | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.32% | 6,092 | $585K | New |
| FAF First American Financial | 0.31% | 9,352 | $575K | Reduce -0.9% |
| WY Weyerhaeuser Co. | 0.31% | 23,971 | $568K | Add +97.0% |
| EIX Edison International | 0.30% | 9,216 | $553K | Reduce -0.4% |
| DFAE Dimensional Emerging Core Eq | 0.30% | 16,640 | $542K | Reduce -42.1% |
| RF Regions Financial Corp. | 0.29% | 19,505 | $529K | Reduce -0.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 5,137 | $526K | Reduce -0.8% |
| IXC iShares Global Energy ETF | 0.28% | 12,249 | $514K | Add +86.5% |
| SCHV Schwab US Large-Cap Value | 0.28% | 17,195 | $509K | Add +0.8% |
| CFG Citizens Financial Group | 0.27% | 8,553 | $500K | Reduce -0.6% |
| MCHI iShares MSCI China ETF | 0.27% | 8,277 | $497K | New |
| APA Apa Corp. | 0.27% | 19,919 | $487K | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.26% | 2,260 | $484K | Add +5.3% |
| SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS | 0.26% | 15,387 | $479K | Reduce -2.8% |
| ORCL Oracle Corp. | 0.26% | 2,411 | $470K | Reduce -0.9% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 6,019 | $468K | Reduce -17.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 754 | $463K | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 14,207 | $463K | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.25% | 2,008 | $459K | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 8,003 | $455K | Add +0.5% |
| WMT Walmart Inc. | 0.25% | 4,071 | $454K | Reduce -0.2% |
| FNF Fidelity National Financial | 0.25% | 8,293 | $453K | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 8,954 | $450K | No change |
| IHE iShares US Pharmaceuticals E | 0.24% | 5,244 | $445K | New |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 4,565 | $440K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 8,953 | $433K | Add +20.2% |
| CMA Comerica Inc. | 0.23% | 4,915 | $427K | Reduce -0.5% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 16,047 | $425K | Add +19.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Reduce -3.0% | 3.54% | −0.42 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.2% | 2.96% | −0.36 |
| NVDA Nvidia Corp. | Reduce -14.0% | 0.96% | −0.26 |
| SPHD Invesco S&P 500 High Dividen | Reduce -7.8% | 1.16% | −0.26 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -4.8% | 1.87% | −0.26 |
| FGD First Trust DJ GL Sel DVD | Reduce -6.2% | 2.26% | −0.25 |
| DFAE Dimensional Emerging Core Eq | Reduce -42.1% | 0.30% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -4.7% | 1.65% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -11.9% | 0.59% | −0.23 |
| CVX Chevron Corp. | Reduce -29.9% | 0.37% | −0.22 |
| BIV Vanguard Intermediate-Term B | Reduce -3.0% | 1.48% | −0.20 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.52% | −0.17 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -23.9% | 0.36% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.90% | −0.15 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.26% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.15 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.14 |
| PCH Potlatchdeltic Corp. | Sold out | 0.00% | −0.14 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.14 |
| GLD SPDR Gold Shares | Reduce -5.5% | 3.33% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.41% | −0.13 |
| XLV SS Health Care Select Sector | Reduce -23.3% | 0.46% | −0.13 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.12 |
| OGE Oge Energy Corp. | Reduce -0.7% | 0.55% | −0.11 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -7.9% | 0.45% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.46% | −0.09 |
| PFE Pfizer Inc. | Reduce -0.8% | 0.67% | −0.09 |
| XLP SS Consumer Staples Sel Sect | Reduce -17.3% | 0.26% | −0.09 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -2.5% | 0.62% | −0.08 |
| XLE SS Energy Select Sector | Reduce -1.8% | 0.72% | −0.08 |
| XLF SS Financial Select Sector | Reduce -5.1% | 0.59% | −0.08 |
| GNR State Street SPDR S&P Global | Reduce -9.5% | 0.41% | −0.06 |
| COP Conocophillips | Reduce -0.2% | 0.55% | −0.06 |
| V Visa Inc. Class A | Reduce -1.4% | 0.74% | −0.06 |
| IP International Paper Co. | Reduce -0.5% | 0.20% | −0.06 |
| FNF Fidelity National Financial | Reduce -0.5% | 0.25% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.5% | 0.39% | −0.05 |
| FAF First American Financial | Reduce -0.9% | 0.31% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.21% | −0.04 |
| BBY Best Buy Co. Inc. | Reduce -1.7% | 0.15% | −0.04 |
| SEIE Sei Select Intl Equity | Reduce -2.1% | 0.76% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 0.39% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -7.1% | 0.17% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.16% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -0.6% | 0.33% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.38% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -7.0% | 0.52% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -0.8% | 0.29% | −0.03 |
| ADBE Adobe Inc. | Reduce -6.0% | 0.17% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AKRE Akre Focus ETF | New | 3.13% | +3.13 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 2.50% | +0.38 |
| EFA iShares MSCI Eafe ETF | New | 0.32% | +0.32 |
| MCHI iShares MSCI China ETF | New | 0.27% | +0.27 |
| IHE iShares US Pharmaceuticals E | New | 0.24% | +0.24 |
| IWR iShares Russell Mid-Cap ETF | New | 0.24% | +0.24 |
| FLIN Franklin Ftse India ETF | Add +125.6% | 0.40% | +0.21 |
| RSP Invesco S&P 500 Equal Weight | New | 0.20% | +0.20 |
| INTF iShares International Equity | New | 0.18% | +0.18 |
| GIS General Mills Inc. | New | 0.15% | +0.15 |
| IXG iShares Global Financials Et | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| WY Weyerhaeuser Co. | Add +97.0% | 0.31% | +0.13 |
| PHO Invesco Water Resources ETF | Add +76.3% | 0.35% | +0.13 |
| AZN Astrazeneca PLC | New | 0.12% | +0.12 |
| MUB iShares National Muni Bond E | New | 0.12% | +0.12 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | New | 0.12% | +0.12 |
| HON Honeywell International Inc. | New | 0.12% | +0.12 |
| IXC iShares Global Energy ETF | Add +86.5% | 0.28% | +0.12 |
| PAVE Global X US Infrastructure | New | 0.12% | +0.12 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.12% | +0.12 |
| QCOM Qualcomm Inc. | New | 0.11% | +0.11 |
| DAL Delta Air Lines Inc. | New | 0.11% | +0.11 |
| XAR SS SPDR S&P Aerospace Def | New | 0.11% | +0.11 |
| SCHW Schwab (charles) Corp. | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.65% | +0.10 |
| FEZ State Street SPDR Euro Stoxx | Add +27.8% | 0.45% | +0.08 |
| RQI Cohen & Steers Qual Inc. RLTY | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | Add +0.3% | 3.24% | +0.07 |
| AMD Advanced Micro Devices | Add +5.3% | 0.26% | +0.06 |
| IAU iShares Gold Trust | Add +0.7% | 2.29% | +0.05 |
| SEIV Sei Qim US Large Cap Value A | Add +14.2% | 0.51% | +0.05 |
| CAT Caterpillar Inc. | Add +5.8% | 0.34% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 1.25% | +0.04 |
| PPA Invesco Aerospace & Defense | Add +29.1% | 0.23% | +0.04 |
| RYN Rayonier Inc. | Add +72.4% | 0.15% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +26.2% | 0.23% | +0.03 |
| VCRB Vanguard Core Bond ETF | Add +12.2% | 1.44% | +0.02 |
| BAC Bank of America Corp. | Add +14.5% | 0.19% | +0.02 |
| CSCO Cisco Systems Inc. | Add +6.8% | 0.21% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +21.9% | 0.20% | +0.02 |
| WOOD iShares Global Timber & Fore | Add +13.4% | 1.18% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +9.9% | 0.68% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +20.2% | 0.24% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +19.4% | 0.23% | +0.02 |
| ACWV iShares MSCI Global Min Vol | Add +22.9% | 0.14% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +19.7% | 0.15% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +10.6% | 0.32% | +0.01 |
| SEIM Sei Qim US Large Cap Momentu | Add +10.1% | 0.47% | +0.01 |
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 |