Filed: 7/17/2026ACC: 0001754960-26-000556
📋 What this filing means
LYNCH INVESTMENT PLANNING, LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $130.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$130.16M
Total AUM (reported)
1.11M
Total Shares
Allocation by class
ACTIVE BD ETF$19.45M14.9%
COM$14.84M11.4%
TR UNIT$13.49M10.4%
SHORT TRM BOND$10.34M7.9%
US HIGH PROF ETF$9.71M7.5%
CORE MSCI EAFE$8.26M6.3%
NASDAQ 100 ETF$7.14M5.5%
Portfolio Concentration
Top 3$43.29M33.3%
4–10$48.45M37.2%
11–25$27.01M20.7%
Rest$11.41M8.8%
Top 3 weight
33.3%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 1.11M
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
1.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
PIMCO ETF TR
SOLEShares210.96K
TypeSH
Market value$19.45M
14.95%
Sole
0.00
Shared
0.00
None
210.96K
STATE STR SPDR S&P 500 ETF T
SOLEShares18.07K
TypeSH
Market value$13.49M
10.37%
Sole
0.00
Shared
0.00
None
18.07K
VANGUARD BD INDEX FDS
SOLEShares132.78K
TypeSH
Market value$10.34M
7.95%
Sole
0.00
Shared
0.00
None
132.78K
DIMENSIONAL ETF TRUST
SOLEShares232.66K
TypeSH
Market value$9.71M
7.46%
Sole
0.00
Shared
0.00
None
232.66K
ISHARES TR
SOLEShares85.48K
TypeSH
Market value$8.26M
6.34%
Sole
0.00
Shared
0.00
None
85.48K
INVESCO EXCH TRADED FD TR II
SOLEShares23.57K
TypeSH
Market value$7.14M
5.49%
Sole
0.00
Shared
0.00
None
23.57K
ISHARES TR
SOLEShares44.12K
TypeSH
Market value$6.54M
5.03%
Sole
0.00
Shared
0.00
None
44.12K
ISHARES TR
SOLEShares62.26K
TypeSH
Market value$6.16M
4.73%
Sole
0.00
Shared
0.00
None
62.26K
STATE STR SPDR DOW JONES IND
SOLEShares10.95K
TypeSH
Market value$5.74M
4.41%
Sole
0.00
Shared
0.00
None
10.95K
ISHARES TR
SOLEShares64.72K
TypeSH
Market value$4.91M
3.77%
Sole
0.00
Shared
0.00
None
64.72K
INVESCO EXCHANGE TRADED FD T
SOLEShares22.05K
TypeSH
Market value$3.75M
2.88%
Sole
0.00
Shared
0.00
None
22.05K
VANGUARD INDEX FDS
SOLEShares15.23K
TypeSH
Market value$3.32M
2.55%
Sole
0.00
Shared
0.00
None
15.23K
ISHARES TR
SOLEShares7.16K
TypeSH
Market value$2.62M
2.01%
Sole
0.00
Shared
0.00
None
7.16K
ALPHABET INC
SOLEShares7.03K
TypeSH
Market value$2.51M
1.93%
Sole
0.00
Shared
0.00
None
7.03K
APPLE INC
SOLEShares7.73K
TypeSH
Market value$2.24M
1.72%
Sole
0.00
Shared
0.00
None
7.73K
INVESCO QQQ TR
SOLEShares2.41K
TypeSH
Market value$1.77M
1.36%
Sole
0.00
Shared
0.00
None
2.41K
ISHARES TR
SOLEShares21.06K
TypeSH
Market value$1.62M
1.25%
Sole
0.00
Shared
0.00
None
21.06K
VANGUARD MUN BD FDS
SOLEShares17.59K
TypeSH
Market value$1.34M
1.03%
Sole
0.00
Shared
0.00
None
17.59K
ISHARES U S ETF TR
SOLEShares25.24K
TypeSH
Market value$1.28M
0.98%
Sole
0.00
Shared
0.00
None
25.24K
VANGUARD INDEX FDS
SOLEShares1.75K
TypeSH
Market value$1.20M
0.92%
Sole
0.00
Shared
0.00
None
1.75K
AMAZON COM INC
SOLEShares4.92K
TypeSH
Market value$1.17M
0.90%
Sole
0.00
Shared
0.00
None
4.92K
MICROSOFT CORP
SOLEShares3.08K
TypeSH
Market value$1.15M
0.88%
Sole
0.00
Shared
0.00
None
3.08K
ISHARES TR
SOLEShares10.80K
TypeSH
Market value$1.12M
0.86%
Sole
0.00
Shared
0.00
None
10.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.13K
TypeSH
Market value$1.07M
0.82%
Sole
0.00
Shared
0.00
None
2.13K
JPMORGAN CHASE & CO
SOLEShares2.55K
TypeSH
Market value$836.0K
0.64%
Sole
0.00
Shared
0.00
None
2.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 210.96K | SH | $19.45M 14.95% | 0.00 | 0.00 | 210.96K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.07K | SH | $13.49M 10.37% | 0.00 | 0.00 | 18.07K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 132.78K | SH | $10.34M 7.95% | 0.00 | 0.00 | 132.78K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 232.66K | SH | $9.71M 7.46% | 0.00 | 0.00 | 232.66K |
ISHARES TRSOLE | CORE MSCI EAFE | 85.48K | SH | $8.26M 6.34% | 0.00 | 0.00 | 85.48K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 23.57K | SH | $7.14M 5.49% | 0.00 | 0.00 | 23.57K |
ISHARES TRSOLE | CORE S&P SCP ETF | 44.12K | SH | $6.54M 5.03% | 0.00 | 0.00 | 44.12K |
ISHARES TRSOLE | CORE US AGGBD ET | 62.26K | SH | $6.16M 4.73% | 0.00 | 0.00 | 62.26K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 10.95K | SH | $5.74M 4.41% | 0.00 | 0.00 | 10.95K |
ISHARES TRSOLE | CORE DIV GRWTH | 64.72K | SH | $4.91M 3.77% | 0.00 | 0.00 | 64.72K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 22.05K | SH | $3.75M 2.88% | 0.00 | 0.00 | 22.05K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.23K | SH | $3.32M 2.55% | 0.00 | 0.00 | 15.23K |
ISHARES TRSOLE | S&P 100 ETF | 7.16K | SH | $2.62M 2.01% | 0.00 | 0.00 | 7.16K |
ALPHABET INCSOLE | CAP STK CL A | 7.03K | SH | $2.51M 1.93% | 0.00 | 0.00 | 7.03K |
APPLE INCSOLE | COM | 7.73K | SH | $2.24M 1.72% | 0.00 | 0.00 | 7.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.41K | SH | $1.77M 1.36% | 0.00 | 0.00 | 2.41K |
ISHARES TRSOLE | CORE S&P MCP ETF | 21.06K | SH | $1.62M 1.25% | 0.00 | 0.00 | 21.06K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 17.59K | SH | $1.34M 1.03% | 0.00 | 0.00 | 17.59K |
ISHARES U S ETF TRSOLE | SHOR DURA BD ETF | 25.24K | SH | $1.28M 0.98% | 0.00 | 0.00 | 25.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.75K | SH | $1.20M 0.92% | 0.00 | 0.00 | 1.75K |
AMAZON COM INCSOLE | COM | 4.92K | SH | $1.17M 0.90% | 0.00 | 0.00 | 4.92K |
MICROSOFT CORPSOLE | COM | 3.08K | SH | $1.15M 0.88% | 0.00 | 0.00 | 3.08K |
ISHARES TRSOLE | MSCI EAFE ETF | 10.80K | SH | $1.12M 0.86% | 0.00 | 0.00 | 10.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.13K | SH | $1.07M 0.82% | 0.00 | 0.00 | 2.13K |
JPMORGAN CHASE & COSOLE | COM | 2.55K | SH | $836.0K 0.64% | 0.00 | 0.00 | 2.55K |
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