Filed: 2/24/2026ACC: 0001754960-26-000191
📋 What this filing means
LYNCH INVESTMENT PLANNING, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $104.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$104.38M
Total AUM (reported)
944.21K
Total Shares
Allocation by class
COM$14.37M13.8%
ACTIVE BD ETF$14.32M13.7%
TR UNIT$10.94M10.5%
US HIGH PROFITAB$8.76M8.4%
SHORT TRM BOND$7.46M7.1%
NASDAQ 100 ETF$5.59M5.4%
CORE US AGGBD ET$5.06M4.8%
Portfolio Concentration
Top 3$34.02M32.6%
4–10$36.07M34.6%
11–25$23.77M22.8%
Rest$10.52M10.1%
Top 3 weight
32.6%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 944.21K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
944.21K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
PIMCO ETF TR
SOLEShares153.15K
TypeSH
Market value$14.32M
13.72%
Sole
0.00
Shared
0.00
None
153.15K
SPDR S&P 500 ETF TR
SOLEShares16K
TypeSH
Market value$10.94M
10.48%
Sole
0.00
Shared
0.00
None
16K
DIMENSIONAL ETF TRUST
SOLEShares230.47K
TypeSH
Market value$8.76M
8.40%
Sole
0.00
Shared
0.00
None
230.47K
VANGUARD BD INDEX FDS
SOLEShares94.62K
TypeSH
Market value$7.46M
7.14%
Sole
0.00
Shared
0.00
None
94.62K
INVESCO EXCH TRADED FD TR II
SOLEShares22.09K
TypeSH
Market value$5.59M
5.35%
Sole
0.00
Shared
0.00
None
22.09K
ISHARES TR
SOLEShares50.64K
TypeSH
Market value$5.06M
4.85%
Sole
0.00
Shared
0.00
None
50.64K
ISHARES TR
SOLEShares13.80K
TypeSH
Market value$4.73M
4.53%
Sole
0.00
Shared
0.00
None
13.80K
ISHARES TR
SOLEShares50.13K
TypeSH
Market value$4.48M
4.30%
Sole
0.00
Shared
0.00
None
50.13K
SPDR DOW JONES INDL AVERAGE
SOLEShares9.10K
TypeSH
Market value$4.38M
4.20%
Sole
0.00
Shared
0.00
None
9.10K
ISHARES TR
SOLEShares62.95K
TypeSH
Market value$4.37M
4.19%
Sole
0.00
Shared
0.00
None
62.95K
ISHARES TR
SOLEShares26.22K
TypeSH
Market value$3.15M
3.02%
Sole
0.00
Shared
0.00
None
26.22K
INVESCO EXCHANGE TRADED FD T
SOLEShares22K
TypeSH
Market value$3.05M
2.92%
Sole
0.00
Shared
0.00
None
22K
ALPHABET INC
SOLEShares7.15K
TypeSH
Market value$2.24M
2.14%
Sole
0.00
Shared
0.00
None
7.15K
APPLE INC
SOLEShares8.01K
TypeSH
Market value$2.18M
2.08%
Sole
0.00
Shared
0.00
None
8.01K
ISHARES TR
SOLEShares26.10K
TypeSH
Market value$1.72M
1.65%
Sole
0.00
Shared
0.00
None
26.10K
MICROSOFT CORP
SOLEShares3.25K
TypeSH
Market value$1.57M
1.50%
Sole
0.00
Shared
0.00
None
3.25K
INVESCO QQQ TR
SOLEShares2.46K
TypeSH
Market value$1.51M
1.45%
Sole
0.00
Shared
0.00
None
2.46K
VANGUARD INDEX FDS
SOLEShares7.36K
TypeSH
Market value$1.41M
1.35%
Sole
0.00
Shared
0.00
None
7.36K
ISHARES TR
SOLEShares12.05K
TypeSH
Market value$1.16M
1.11%
Sole
0.00
Shared
0.00
None
12.05K
AMAZON COM INC
SOLEShares4.95K
TypeSH
Market value$1.14M
1.09%
Sole
0.00
Shared
0.00
None
4.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.22K
TypeSH
Market value$1.12M
1.07%
Sole
0.00
Shared
0.00
None
2.22K
VANGUARD INDEX FDS
SOLEShares1.72K
TypeSH
Market value$1.08M
1.03%
Sole
0.00
Shared
0.00
None
1.72K
ISHARES U S ETF TR
SOLEShares17.99K
TypeSH
Market value$919.4K
0.88%
Sole
0.00
Shared
0.00
None
17.99K
JPMORGAN CHASE & CO.
SOLEShares2.54K
TypeSH
Market value$818.6K
0.78%
Sole
0.00
Shared
0.00
None
2.54K
VANGUARD MUN BD FDS
SOLEShares9.44K
TypeSH
Market value$713.4K
0.68%
Sole
0.00
Shared
0.00
None
9.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 153.15K | SH | $14.32M 13.72% | 0.00 | 0.00 | 153.15K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16K | SH | $10.94M 10.48% | 0.00 | 0.00 | 16K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 230.47K | SH | $8.76M 8.40% | 0.00 | 0.00 | 230.47K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 94.62K | SH | $7.46M 7.14% | 0.00 | 0.00 | 94.62K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 22.09K | SH | $5.59M 5.35% | 0.00 | 0.00 | 22.09K |
ISHARES TRSOLE | CORE US AGGBD ET | 50.64K | SH | $5.06M 4.85% | 0.00 | 0.00 | 50.64K |
ISHARES TRSOLE | S&P 100 ETF | 13.80K | SH | $4.73M 4.53% | 0.00 | 0.00 | 13.80K |
ISHARES TRSOLE | CORE MSCI EAFE | 50.13K | SH | $4.48M 4.30% | 0.00 | 0.00 | 50.13K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 9.10K | SH | $4.38M 4.20% | 0.00 | 0.00 | 9.10K |
ISHARES TRSOLE | CORE DIV GRWTH | 62.95K | SH | $4.37M 4.19% | 0.00 | 0.00 | 62.95K |
ISHARES TRSOLE | CORE S&P SCP ETF | 26.22K | SH | $3.15M 3.02% | 0.00 | 0.00 | 26.22K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 22K | SH | $3.05M 2.92% | 0.00 | 0.00 | 22K |
ALPHABET INCSOLE | CAP STK CL A | 7.15K | SH | $2.24M 2.14% | 0.00 | 0.00 | 7.15K |
APPLE INCSOLE | COM | 8.01K | SH | $2.18M 2.08% | 0.00 | 0.00 | 8.01K |
ISHARES TRSOLE | CORE S&P MCP ETF | 26.10K | SH | $1.72M 1.65% | 0.00 | 0.00 | 26.10K |
MICROSOFT CORPSOLE | COM | 3.25K | SH | $1.57M 1.50% | 0.00 | 0.00 | 3.25K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.46K | SH | $1.51M 1.45% | 0.00 | 0.00 | 2.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 7.36K | SH | $1.41M 1.35% | 0.00 | 0.00 | 7.36K |
ISHARES TRSOLE | MSCI EAFE ETF | 12.05K | SH | $1.16M 1.11% | 0.00 | 0.00 | 12.05K |
AMAZON COM INCSOLE | COM | 4.95K | SH | $1.14M 1.09% | 0.00 | 0.00 | 4.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.22K | SH | $1.12M 1.07% | 0.00 | 0.00 | 2.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.72K | SH | $1.08M 1.03% | 0.00 | 0.00 | 1.72K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 17.99K | SH | $919.4K 0.88% | 0.00 | 0.00 | 17.99K |
JPMORGAN CHASE & CO.SOLE | COM | 2.54K | SH | $818.6K 0.78% | 0.00 | 0.00 | 2.54K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 9.44K | SH | $713.4K 0.68% | 0.00 | 0.00 | 9.44K |
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