Q3 2026 13F · SEC CIK 2110354

Lynch Investment Planning, LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.3M
Reported positions: 232
Holdings vs S&P 500, 3 yrs: —
Assets under management: $143.3M

Lynch Investment Planning, LLC is a wealth manager that reported 232 positions worth $136.3M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Pimco ETF Tr (BOND, 11.7%), State Str Spdr S&p 500 ETF T (SPY, 10.5%), Vanguard Bd Index Fds (BSV, 8.3%).

Lynch Investment Planning, LLC holdings largest 50 of 232 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lynch Investment Planning, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BONDPimco ETF Tr	11.7%	14.9%	183,611	-13.0%	$16.0M
SPYState Str Spdr S&p 500 ETF T	10.5%	10.4%	18,706	+3.5%	$14.3M
BSVVanguard Bd Index Fds	8.3%	7.9%	148,200	+11.6%	$11.3M
DUHPDfa Invt Dimensions Group in	7.3%	—	236,120	—	$9.9M
IEFAIshares Tr	6.5%	6.3%	91,096	+6.6%	$8.8M
QQQMInvesco Exch Traded Fd Tr II	5.7%	5.5%	25,658	+8.9%	$7.8M
IJRIshares Tr	4.7%	5.0%	47,302	+7.2%	$6.4M
DIASpdr Dow Jones Indl Average	4.2%	4.4%	11,128	+1.6%	$5.7M
AGGIshares Tr	4.0%	4.7%	57,036	-8.4%	$5.4M
VTVVanguard Index Fds	3.8%	2.5%	24,103	+58.3%	$5.2M
DGROIshares Tr	3.6%	3.8%	65,624	+1.4%	$4.9M
XMMOInvesco Exchange Traded Fd T	2.4%	2.9%	22,619	+2.6%	$3.3M
AAPLApple Inc	1.8%	1.7%	7,476	-3.3%	$2.5M
OEFIshares Tr	1.7%	2.0%	6,239	-12.8%	$2.4M
GOOGLAlphabet Inc	1.7%	1.9%	6,874	-2.2%	$2.4M
QQQInvesco Qqq Tr	1.2%	1.4%	2,167	-10.0%	$1.6M
MSFTMicrosoft Corp	1.1%	0.9%	2,976	-3.5%	$1.5M
IJHIshares Tr	1.1%	1.2%	20,118	-4.5%	$1.4M
AMZNAmazon Com Inc	0.9%	0.9%	4,719	-4.1%	$1.2M
NEARIshares U S ETF Tr	0.9%	1.0%	23,396	-7.3%	$1.2M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	2,069	-3.1%	$1.0M
VCRMVanguard Mun Bd Fds	0.7%	1.0%	14,104	-19.8%	$1.0M
VOOVanguard Index Fds	0.7%	0.9%	1,389	-20.7%	$974K
EFAIshares Tr	0.7%	0.9%	9,114	-15.6%	$947K
TBUXT Rowe Price Exchange-Traded	0.7%	—	18,738	—	$929K
JPMJpmorgan Chase & Co	0.6%	0.6%	2,438	-4.5%	$807K
NVDANvidia Corporation	0.6%	0.5%	3,400	-0.4%	$777K
ADPAutomatic Data Processing in	0.4%	0.4%	2,351	+0.0%	$611K
DEDeere & Co	0.4%	0.4%	889	+0.2%	$597K
AMDAdvanced Micro Devices Inc	0.4%	0.4%	858	+0.0%	$525K
CSCOCisco Sys Inc	0.4%	0.4%	4,861	-0.6%	$523K
EMREmerson Elec Co	0.4%	0.4%	3,219	+0.1%	$499K
DFAUDimensional ETF Trust	0.4%	0.4%	9,348	-6.3%	$489K
WMTWalmart Inc	0.3%	0.4%	4,484	-2.3%	$466K
ABBVAbbvie Inc	0.3%	0.3%	1,701	+0.1%	$445K
SHVIshares Tr	0.3%	0.3%	3,795	+7.7%	$419K
APDAir Products and Chemicals I	0.3%	0.3%	1,421	+0.6%	$395K
RTXRtx Corporation	0.3%	0.3%	1,959	+0.0%	$364K
WFCWells Fargo & Co	0.3%	0.3%	4,527	-7.2%	$362K
HDHome Depot Inc	0.3%	0.3%	1,259	-0.9%	$358K
JNJJohnson & Johnson	0.3%	0.3%	1,319	-1.5%	$349K
VTIVanguard Index Fds	0.2%	—	840	—	$314K
IVVIshares Tr	0.2%	0.3%	406	-10.2%	$311K
QCOMQualcomm Inc	0.2%	0.2%	1,631	+0.7%	$300K
GDGeneral Dynamics Corp	0.2%	0.2%	886	+0.0%	$294K
AVGOBroadcom Inc	0.2%	0.2%	826	+0.0%	$290K
XOMExxonmobil Holdings Corp	0.2%	—	1,773	—	$289K
ELVElevance Health Inc Formerly	0.2%	0.2%	694	-6.5%	$270K
XBILU S Treasury	0.2%	0.2%	5,080	+0.1%	$254K
KMIKinder Morgan Inc Del	0.2%	0.2%	8,339	-0.5%	$251K

What Lynch Investment Planning, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$136.3M	232
Q2 2026	$130.2M	56
Q1 2026	$111.3M	54
Q4 2025	$104.4M	54

Questions about Lynch Investment Planning, LLC's portfolio

What stocks does Lynch Investment Planning, LLC own?

Lynch Investment Planning, LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 232 positions worth $136.3M. The largest are Pimco ETF Tr (BOND) at 11.7%, State Str Spdr S&p 500 ETF T (SPY) at 10.5%, Vanguard Bd Index Fds (BSV) at 8.3%, Dfa Invt Dimensions Group in (DUHP) at 7.3% and Ishares Tr (IEFA) at 6.5%.

What did Lynch Investment Planning, LLC buy last quarter?

In Q3 2026, Lynch Investment Planning, LLC added Vanguard Index Fds (VTV) (+58.3% shares), Vanguard Bd Index Fds (BSV) (+11.6% shares) and Invesco Exch Traded Fd Tr II (QQQM) (+8.9% shares), compared with its Q2 2026 filing.

What did Lynch Investment Planning, LLC sell last quarter?

In Q3 2026, Lynch Investment Planning, LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 International Business Machs (IBM), cut from its top 50 Illinois Tool Wks Inc (ITW), Vanguard Index Fds (VOO) (-20.7% shares), Vanguard Mun Bd Fds (VCRM) (-19.8% shares) and Ishares Tr (EFA) (-15.6% shares), compared with its Q2 2026 filing.

When is Lynch Investment Planning, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lynch Investment Planning, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lynch Investment Planning, LLC manage?

Lynch Investment Planning, LLC reported $143.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.3M.