Filed: 5/13/2026ACC: 0001754960-26-000378
📋 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 $111.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$111.29M
Total AUM (reported)
1.04M
Total Shares
Allocation by class
ACTIVE BD ETF$17.74M15.9%
COM$13.57M12.2%
TR UNIT$11.13M10.0%
SHORT TRM BOND$8.59M7.7%
US HIGH PROFITAB$8.47M7.6%
CORE MSCI EAFE$7.06M6.3%
CORE US AGGBD ET$5.72M5.1%
Portfolio Concentration
Top 3$37.47M33.7%
4–10$40.84M36.7%
11–25$22.84M20.5%
Rest$10.15M9.1%
Top 3 weight
33.7%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 1.04M
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
1.04M
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
SOLEShares192.24K
TypeSH
Market value$17.74M
15.94%
Sole
0.00
Shared
0.00
None
192.24K
STATE STR SPDR S&P 500 ETF T
SOLEShares17.07K
TypeSH
Market value$11.13M
10.00%
Sole
0.00
Shared
0.00
None
17.07K
VANGUARD BD INDEX FDS
SOLEShares109.59K
TypeSH
Market value$8.59M
7.72%
Sole
0.00
Shared
0.00
None
109.59K
DIMENSIONAL ETF TRUST
SOLEShares230.50K
TypeSH
Market value$8.47M
7.61%
Sole
0.00
Shared
0.00
None
230.50K
ISHARES TR
SOLEShares77.94K
TypeSH
Market value$7.06M
6.34%
Sole
0.00
Shared
0.00
None
77.94K
ISHARES TR
SOLEShares57.62K
TypeSH
Market value$5.72M
5.14%
Sole
0.00
Shared
0.00
None
57.62K
INVESCO EXCH TRADED FD TR II
SOLEShares23.43K
TypeSH
Market value$5.57M
5.00%
Sole
0.00
Shared
0.00
None
23.43K
ISHARES TR
SOLEShares38.88K
TypeSH
Market value$4.83M
4.34%
Sole
0.00
Shared
0.00
None
38.88K
STATE STR SPDR DOW JONES IND
SOLEShares10.19K
TypeSH
Market value$4.73M
4.25%
Sole
0.00
Shared
0.00
None
10.19K
ISHARES TR
SOLEShares63.49K
TypeSH
Market value$4.46M
4.00%
Sole
0.00
Shared
0.00
None
63.49K
INVESCO EXCHANGE TRADED FD T
SOLEShares22.76K
TypeSH
Market value$3.30M
2.97%
Sole
0.00
Shared
0.00
None
22.76K
ISHARES TR
SOLEShares7.67K
TypeSH
Market value$2.44M
2.19%
Sole
0.00
Shared
0.00
None
7.67K
APPLE INC
SOLEShares8.72K
TypeSH
Market value$2.21M
1.99%
Sole
0.00
Shared
0.00
None
8.72K
VANGUARD INDEX FDS
SOLEShares10.48K
TypeSH
Market value$2.06M
1.85%
Sole
0.00
Shared
0.00
None
10.48K
ALPHABET INC
SOLEShares7.07K
TypeSH
Market value$2.03M
1.83%
Sole
0.00
Shared
0.00
None
7.07K
ISHARES TR
SOLEShares22.10K
TypeSH
Market value$1.49M
1.34%
Sole
0.00
Shared
0.00
None
22.10K
INVESCO QQQ TR
SOLEShares2.42K
TypeSH
Market value$1.40M
1.26%
Sole
0.00
Shared
0.00
None
2.42K
MICROSOFT CORP
SOLEShares3.13K
TypeSH
Market value$1.16M
1.04%
Sole
0.00
Shared
0.00
None
3.13K
VANGUARD INDEX FDS
SOLEShares1.75K
TypeSH
Market value$1.05M
0.94%
Sole
0.00
Shared
0.00
None
1.75K
ISHARES TR
SOLEShares10.69K
TypeSH
Market value$1.04M
0.93%
Sole
0.00
Shared
0.00
None
10.69K
AMAZON COM INC
SOLEShares4.92K
TypeSH
Market value$1.03M
0.92%
Sole
0.00
Shared
0.00
None
4.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.13K
TypeSH
Market value$1.02M
0.92%
Sole
0.00
Shared
0.00
None
2.13K
ISHARES U S ETF TR
SOLEShares18.79K
TypeSH
Market value$955.2K
0.86%
Sole
0.00
Shared
0.00
None
18.79K
VANGUARD MUN BD FDS
SOLEShares12.38K
TypeSH
Market value$930.3K
0.84%
Sole
0.00
Shared
0.00
None
12.38K
JPMORGAN CHASE & CO
SOLEShares2.47K
TypeSH
Market value$726.5K
0.65%
Sole
0.00
Shared
0.00
None
2.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 192.24K | SH | $17.74M 15.94% | 0.00 | 0.00 | 192.24K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.07K | SH | $11.13M 10.00% | 0.00 | 0.00 | 17.07K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 109.59K | SH | $8.59M 7.72% | 0.00 | 0.00 | 109.59K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 230.50K | SH | $8.47M 7.61% | 0.00 | 0.00 | 230.50K |
ISHARES TRSOLE | CORE MSCI EAFE | 77.94K | SH | $7.06M 6.34% | 0.00 | 0.00 | 77.94K |
ISHARES TRSOLE | CORE US AGGBD ET | 57.62K | SH | $5.72M 5.14% | 0.00 | 0.00 | 57.62K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 23.43K | SH | $5.57M 5.00% | 0.00 | 0.00 | 23.43K |
ISHARES TRSOLE | CORE S&P SCP ETF | 38.88K | SH | $4.83M 4.34% | 0.00 | 0.00 | 38.88K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 10.19K | SH | $4.73M 4.25% | 0.00 | 0.00 | 10.19K |
ISHARES TRSOLE | CORE DIV GRWTH | 63.49K | SH | $4.46M 4.00% | 0.00 | 0.00 | 63.49K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 22.76K | SH | $3.30M 2.97% | 0.00 | 0.00 | 22.76K |
ISHARES TRSOLE | S&P 100 ETF | 7.67K | SH | $2.44M 2.19% | 0.00 | 0.00 | 7.67K |
APPLE INCSOLE | COM | 8.72K | SH | $2.21M 1.99% | 0.00 | 0.00 | 8.72K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.48K | SH | $2.06M 1.85% | 0.00 | 0.00 | 10.48K |
ALPHABET INCSOLE | CAP STK CL A | 7.07K | SH | $2.03M 1.83% | 0.00 | 0.00 | 7.07K |
ISHARES TRSOLE | CORE S&P MCP ETF | 22.10K | SH | $1.49M 1.34% | 0.00 | 0.00 | 22.10K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.42K | SH | $1.40M 1.26% | 0.00 | 0.00 | 2.42K |
MICROSOFT CORPSOLE | COM | 3.13K | SH | $1.16M 1.04% | 0.00 | 0.00 | 3.13K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.75K | SH | $1.05M 0.94% | 0.00 | 0.00 | 1.75K |
ISHARES TRSOLE | MSCI EAFE ETF | 10.69K | SH | $1.04M 0.93% | 0.00 | 0.00 | 10.69K |
AMAZON COM INCSOLE | COM | 4.92K | SH | $1.03M 0.92% | 0.00 | 0.00 | 4.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.13K | SH | $1.02M 0.92% | 0.00 | 0.00 | 2.13K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 18.79K | SH | $955.2K 0.86% | 0.00 | 0.00 | 18.79K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 12.38K | SH | $930.3K 0.84% | 0.00 | 0.00 | 12.38K |
JPMORGAN CHASE & COSOLE | COM | 2.47K | SH | $726.5K 0.65% | 0.00 | 0.00 | 2.47K |
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