Lynx Investment Advisory
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Lynx Investment Advisory reported 181 stock positions worth $209.2 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 5.2% of the portfolio, followed by iShares Intl Div Growth ETF (IGRO, 3.9%) and iShares Core S&P Midcap ETF (IJH, 3.7%). Compared with Q4 2025, it opened 31 new positions, sold out of 16, added to 95 and reduced 46. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +714%) and the biggest sale Microsoft (MSFT, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC, DC
- CIK
- 0002028812
- Portfolio Value
- $209.2M (Q1 2026)
- SEC Filing
- 0002028812-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 181 stocks · $209.2M
| SPHQ Invesco S&P 500 Quality ETF | 5.23% | 145,458 | $10.9M | Add +17.0% |
| IGRO iShares Intl Div Growth ETF | 3.89% | 97,213 | $8.1M | Add +29.1% |
| IJH iShares Core S&P Midcap ETF | 3.72% | 115,326 | $7.8M | Add +17.3% |
| GLD SPDR Gold Shares | 3.46% | 16,811 | $7.2M | Add +9.2% |
| NOBL Proshares S&P 500 Dividend A | 3.28% | 64,651 | $6.9M | Add +24.1% |
| GLDM SPDR Gold Minishares Trust | 3.20% | 72,228 | $6.7M | Add +3.7% |
| DFAI Dimensional International Co. | 3.10% | 166,564 | $6.5M | Add +12.0% |
| AAPL Apple Inc. | 3.08% | 25,425 | $6.5M | Reduce -0.9% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 2.25% | 89,139 | $4.7M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 6,669 | $4.3M | Add +30.6% |
| FGD First Trust DJ GL Sel DVD | 2.03% | 133,305 | $4.3M | Reduce -2.8% |
| IAU iShares Gold Trust | 2.01% | 47,819 | $4.2M | Reduce -7.4% |
| GOOGL Alphabet Inc. Class A | 1.93% | 14,047 | $4.0M | Reduce -3.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.78% | 62,763 | $3.7M | Add +5.9% |
| VCRB Vanguard Core Bond ETF | 1.66% | 44,826 | $3.5M | Add +32.0% |
| SPHD Invesco S&P 500 High Dividen | 1.65% | 69,783 | $3.5M | Add +57.1% |
| MSFT Microsoft Corp. | 1.64% | 9,284 | $3.4M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 1.50% | 15,091 | $3.1M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 1.49% | 48,787 | $3.1M | Add +33.2% |
| VIG Vanguard Dividend Apprec ETF | 1.39% | 13,550 | $2.9M | Add +713.8% |
| BIV Vanguard Intermediate-Term B | 1.33% | 36,140 | $2.8M | Add +3.7% |
| VYM Vanguard High DVD Yield ETF | 1.33% | 18,824 | $2.8M | Add +66.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 5,582 | $2.7M | Add +0.8% |
| MA Mastercard Inc. Class A | 1.23% | 5,130 | $2.6M | Reduce -2.9% |
| SCHX Schwab US Large-Cap ETF | 1.17% | 95,321 | $2.4M | Add +106.3% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.06% | 115,990 | $2.2M | Add +95.0% |
| WOOD iShares Global Timber & Fore | 1.02% | 29,991 | $2.1M | No change |
| TDTT NT Iboxx 3Y Dur Tips ETF | 1.01% | 87,199 | $2.1M | Add +153.6% |
| XLE SS Energy Select Sector | 0.87% | 29,620 | $1.8M | Add +0.2% |
| BND Vanguard Total Bond Market | 0.80% | 22,589 | $1.7M | Add +25.3% |
| CGW Invesco S&P Global Water Ind | 0.79% | 25,903 | $1.7M | No change |
| PFE Pfizer Inc. | 0.73% | 54,291 | $1.5M | Add +10.7% |
| NVDA Nvidia Corp. | 0.72% | 8,648 | $1.5M | Reduce -8.2% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.64% | 41,327 | $1.3M | Reduce -3.4% |
| VZ Verizon Communications Inc. | 0.62% | 26,036 | $1.3M | Add +26.9% |
| OGE Oge Energy Corp. | 0.55% | 24,103 | $1.2M | Add +1.8% |
| V Visa Inc. Class A | 0.53% | 3,685 | $1.1M | Reduce -4.3% |
| DFAX Dimensional World Ex US Core | 0.53% | 32,643 | $1.1M | Add +33.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 3,739 | $1.1M | Reduce -0.9% |
| AES AES Corp. | 0.50% | 74,893 | $1.1M | Add +1.3% |
| SOXX iShares Semiconductor ETF | 0.50% | 3,207 | $1.1M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 18,832 | $1.0M | Add +16.8% |
| DFAE Dimensional Emerging Core Eq | 0.47% | 29,261 | $991K | Add +75.8% |
| VOO Vanguard S&P 500 ETF | 0.46% | 1,626 | $972K | Reduce -12.2% |
| PPA Invesco Aerospace & Defense | 0.46% | 5,783 | $958K | Add +117.0% |
| COP Conocophillips | 0.46% | 7,252 | $957K | Reduce -32.4% |
| APA Apa Corp. | 0.46% | 22,510 | $955K | Add +13.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 20,608 | $946K | Reduce -5.9% |
| CVX Chevron Corp. | 0.44% | 4,485 | $928K | Add +1.6% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.44% | 22,278 | $926K | Reduce -0.4% |
| GNR State Street SPDR S&P Global | 0.43% | 12,062 | $901K | Add +0.5% |
| JHG Janus Henderson Group PLC | 0.43% | 17,440 | $896K | Reduce -15.7% |
| META Meta Platforms Inc. Class A | 0.43% | 1,564 | $895K | Reduce -4.5% |
| XLF SS Financial Select Sector | 0.42% | 17,996 | $888K | Reduce -9.5% |
| FLIN Franklin Ftse India ETF | 0.41% | 26,031 | $865K | Add +36.1% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.41% | 18,658 | $850K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.41% | 2,884 | $848K | Add +5.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.39% | 8,130 | $808K | Reduce -15.8% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.38% | 32,985 | $795K | New |
| CAT Caterpillar Inc. | 0.37% | 1,101 | $780K | Reduce -0.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.36% | 29,556 | $757K | Add +15.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 1,661 | $726K | Add +15.8% |
| PNC PNC Financial Services Group | 0.34% | 3,460 | $720K | Add +21.9% |
| XLV SS Health Care Select Sector | 0.34% | 4,861 | $713K | Reduce -10.0% |
| IXC iShares Global Energy ETF | 0.34% | 12,249 | $706K | No change |
| EIX Edison International | 0.33% | 9,518 | $697K | Add +3.3% |
| XLK SS Technology Select Sector | 0.32% | 5,098 | $678K | Reduce -0.3% |
| DFAS Dimensional US Small Cap ETF | 0.32% | 9,388 | $668K | Add +127.4% |
| UBER Uber Technologies Inc. | 0.32% | 9,260 | $666K | No change |
| VGT Vanguard Info Tech ETF | 0.32% | 949 | $662K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.31% | 9,346 | $652K | Add +97.8% |
| ORI Old Republic Intl Corp. | 0.31% | 16,223 | $647K | Add +7.5% |
| NFLX Netflix Inc. | 0.31% | 6,729 | $647K | Add +5.2% |
| DFE Wisdomtree Eur S/C Dividend | 0.31% | 8,944 | $642K | Add +60.1% |
| SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS | 0.30% | 22,892 | $632K | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 3,151 | $618K | Add +106.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 12,366 | $617K | Add +38.1% |
| PHO Invesco Water Resources ETF | 0.29% | 9,092 | $608K | Add +0.0% |
| MCHI iShares MSCI China ETF | 0.29% | 10,794 | $606K | Add +30.4% |
| IHE iShares US Pharmaceuticals E | 0.28% | 6,867 | $595K | Add +30.9% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 20,379 | $593K | Reduce -2.0% |
| TSLA Tesla Inc. | 0.28% | 1,579 | $587K | Add +8.6% |
| EMN Eastman Chemical Co. | 0.28% | 7,684 | $586K | New |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 4,008 | $586K | Reduce -0.3% |
| WY Weyerhaeuser Co. | 0.28% | 23,738 | $580K | Reduce -1.0% |
| FAF First American Financial | 0.27% | 9,435 | $569K | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 6,228 | $564K | Add +96.3% |
| HBAN Huntington Bancshares Inc. | 0.26% | 34,778 | $544K | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 2,242 | $544K | Reduce -21.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 2,024 | $530K | New |
| MUB iShares National Muni Bond E | 0.25% | 4,933 | $524K | Add +139.0% |
| RF Regions Financial Corp. | 0.25% | 19,901 | $520K | Add +2.0% |
| CFG Citizens Financial Group | 0.25% | 8,651 | $519K | Add +1.1% |
| TIP iShares Tips Bond ETF | 0.24% | 4,596 | $507K | Add +65.9% |
| SCHV Schwab US Large-Cap Value | 0.24% | 16,498 | $503K | Reduce -4.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.24% | 5,995 | $501K | Add +40.9% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 6,088 | $499K | Add +1.1% |
| SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS | 0.24% | 15,236 | $499K | Reduce -1.0% |
| WMT Walmart Inc. | 0.24% | 3,990 | $496K | Reduce -2.0% |
| AMD Advanced Micro Devices | 0.23% | 2,321 | $472K | Add +2.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -10.9% | 1.64% | −1.11 |
| AAPL Apple Inc. | Reduce -0.9% | 3.08% | −0.72 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 1.93% | −0.57 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 1.23% | −0.42 |
| IAU iShares Gold Trust | Reduce -7.4% | 2.01% | −0.27 |
| FEZ State Street SPDR Euro Stoxx | Reduce -47.1% | 0.20% | −0.25 |
| NVDA Nvidia Corp. | Reduce -8.2% | 0.72% | −0.24 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.23 |
| FGD First Trust DJ GL Sel DVD | Reduce -2.8% | 2.03% | −0.23 |
| F Ford Motor Co. | Sold out | 0.00% | −0.22 |
| V Visa Inc. Class A | Reduce -4.3% | 0.53% | −0.20 |
| IBM Intl Business Machines Corp. | Reduce -21.9% | 0.26% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.20 |
| IP International Paper Co. | Sold out | 0.00% | −0.20 |
| EFA iShares MSCI Eafe ETF | Reduce -57.1% | 0.12% | −0.20 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.19 |
| INTF iShares International Equity | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.17 |
| XLF SS Financial Select Sector | Reduce -9.5% | 0.42% | −0.17 |
| VOO Vanguard S&P 500 ETF | Reduce -12.2% | 0.46% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 0.43% | −0.16 |
| IXG iShares Global Financials Et | Sold out | 0.00% | −0.15 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -15.8% | 0.39% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.51% | −0.13 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.13 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.13 |
| VTIP Vanguard Short-Term Tips | Reduce -45.9% | 0.11% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| SEIE Sei Select Intl Equity | Reduce -3.4% | 0.64% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -10.0% | 0.34% | −0.12 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.11 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.11 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 0.28% | −0.11 |
| JHG Janus Henderson Group PLC | Reduce -15.7% | 0.43% | −0.11 |
| COP Conocophillips | Reduce -32.4% | 0.46% | −0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -26.4% | 0.16% | −0.09 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.32% | −0.08 |
| RQI Cohen & Steers Qual Inc. RLTY | Sold out | 0.00% | −0.07 |
| SEIM Sei Qim US Large Cap Momentu | Reduce -0.7% | 0.41% | −0.07 |
| SEIV Sei Qim US Large Cap Value A | Reduce -0.4% | 0.44% | −0.06 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -22.4% | 0.12% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.9% | 0.45% | −0.06 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.20% | −0.06 |
| BAC Bank of America Corp. | Reduce -2.4% | 0.14% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -17.5% | 0.11% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.0% | 0.28% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -4.0% | 0.24% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -3.0% | 0.16% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VIG Vanguard Dividend Apprec ETF | Add +713.8% | 1.39% | +1.19 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Add +153.6% | 1.01% | +0.56 |
| SPHD Invesco S&P 500 High Dividen | Add +57.1% | 1.65% | +0.49 |
| IGRO iShares Intl Div Growth ETF | Add +29.1% | 3.89% | +0.49 |
| SCHX Schwab US Large-Cap ETF | Add +106.3% | 1.17% | +0.49 |
| VYM Vanguard High DVD Yield ETF | Add +66.7% | 1.33% | +0.45 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +95.0% | 1.06% | +0.44 |
| TDTF NT Iboxx 5Y Dur Tips ETF | New | 0.38% | +0.38 |
| NOBL Proshares S&P 500 Dividend A | Add +24.1% | 3.28% | +0.32 |
| EMN Eastman Chemical Co. | New | 0.28% | +0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.25% | +0.25 |
| VEA Vanguard Ftse Developed ETF | Add +33.2% | 1.49% | +0.25 |
| PPA Invesco Aerospace & Defense | Add +117.0% | 0.46% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.22% | +0.22 |
| VCRB Vanguard Core Bond ETF | Add +32.0% | 1.66% | +0.21 |
| SDY SS SPDR S&P Dividend ETF | New | 0.19% | +0.19 |
| APA Apa Corp. | Add +13.0% | 0.46% | +0.19 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.18% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +17.3% | 3.72% | +0.18 |
| CMCSA Comcast Corp. Class A | New | 0.18% | +0.18 |
| BSV Vanguard Short-Term Bond ETF | New | 0.18% | +0.18 |
| DFAE Dimensional Emerging Core Eq | Add +75.8% | 0.47% | +0.18 |
| HPQ HP Inc. | New | 0.17% | +0.17 |
| VCIT Vanguard Int-Term Corporate | New | 0.17% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.6% | 2.07% | +0.17 |
| DUHP Dimensional US High Profi Et | New | 0.17% | +0.17 |
| LNC Lincoln National Corp. | New | 0.17% | +0.17 |
| VZ Verizon Communications Inc. | Add +26.9% | 0.62% | +0.17 |
| DFAS Dimensional US Small Cap ETF | Add +127.4% | 0.32% | +0.16 |
| BMY Bristol-Myers Squibb Co. | New | 0.16% | +0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.15% | +0.15 |
| XLE SS Energy Select Sector | Add +0.2% | 0.87% | +0.15 |
| PRU Prudential Financial Inc. | New | 0.14% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +97.8% | 0.31% | +0.14 |
| BCI Abrdn Bloomberg All Commodit | New | 0.14% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +106.6% | 0.30% | +0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Add +17.0% | 5.23% | +0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.13% | +0.13 |
| MUB iShares National Muni Bond E | Add +139.0% | 0.25% | +0.13 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 0.13% | +0.13 |
| GLD SPDR Gold Shares | Add +9.2% | 3.46% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.13% | +0.13 |
| AMAT Applied Materials Inc. | New | 0.12% | +0.12 |
| VPU Vanguard Utilities ETF | New | 0.12% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +96.3% | 0.27% | +0.11 |
| PAAA Pgim Aaa Clo ETF | New | 0.11% | +0.11 |
| DIHP Dimensional International Hi | New | 0.11% | +0.11 |
| PVAL Putnam Focused LRG Cap Value | New | 0.10% | +0.10 |
| GLW Corning Inc. | New | 0.10% | +0.10 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.10% | +0.10 |
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 |