Q3 2026 13F · SEC CIK 2028812

Lynx Investment Advisory

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

Reported 13F value: $302.8M
Reported positions: 228
Top holdings a year, 3 yrs: +13.4%
Assets under management: $1.1B

Lynx Investment Advisory is a wealth manager that reported 228 positions worth $302.8M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Invesco Exchange Traded Fd T (SPHQ, 4.1%), Ishares Tr (IGRO, 3.0%), Apple Inc (AAPL, 3.0%). A portfolio copying its top holdings returned 13.4% a year over the last 3 years, against 14.0% for the S&P 500.

Lynx Investment Advisory holdings largest 50 of 228 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.

Lynx Investment Advisory 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPHQInvesco Exchange Traded Fd T	4.1%	4.2%	148,608	+5.5%	$12.5M
IGROIshares Tr	3.0%	2.9%	104,031	+4.2%	$9.2M
AAPLApple Inc	3.0%	3.2%	27,410	-17.7%	$9.1M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.5%	10,521	+4.0%	$8.0M
VEAVanguard Ftse Developed Markets Index Fu	2.6%	2.7%	112,092	-2.9%	$7.9M
DFAIDimensional ETF Trust	2.6%	2.3%	187,365	+10.2%	$7.8M
GLDMWorld Gold Tr	2.2%	1.9%	79,314	+11.3%	$6.5M
IJHIshares Tr	2.1%	2.3%	89,517	-0.7%	$6.4M
GLDSpdr Gold Tr	2.1%	2.0%	16,535	-2.5%	$6.3M
NOBLProshares Tr	1.9%	2.1%	107,809	-7.2%	$5.8M
VSSVanguard Intl Equity Index F	1.6%	1.5%	31,542	+7.1%	$4.9M
VCITVanguard Scottsdale Fds	1.5%	1.4%	58,981	+15.6%	$4.6M
VCRBVanguard Malvern Fds	1.5%	1.2%	61,972	+31.9%	$4.6M
SPMDSpdr Series Trust	1.5%	1.4%	72,271	+14.4%	$4.6M
VCSHVanguard Scottsdale Fds	1.4%	1.1%	56,423	+30.3%	$4.4M
VTIVanguard Index Fds	1.4%	1.4%	11,616	-0.1%	$4.3M
GOOGLAlphabet Inc	1.4%	1.7%	11,996	-19.4%	$4.1M
IAUIshares Gold Tr	1.3%	1.3%	50,678	-1.4%	$4.0M
VTVanguard Intl Equity Index F	1.2%	1.3%	23,527	-3.8%	$3.7M
VBVanguard Index Fds	1.2%	1.3%	12,980	-0.7%	$3.7M
VIGVanguard Specialized Funds	1.1%	1.1%	14,399	+0.0%	$3.4M
AMZNAmazon Com Inc	1.1%	1.2%	13,430	-12.8%	$3.3M
BNDVanguard Bd Index Fds	1.1%	1.2%	46,966	-4.6%	$3.3M
MSFTMicrosoft Corp	1.1%	1.3%	6,342	-38.2%	$3.3M
FGDFirst Tr Exchange-Traded Fd	1.1%	1.2%	98,021	-11.1%	$3.3M
TIPXSpdr Series Trust	1.0%	1.0%	162,325	+2.6%	$3.0M
VYMVanguard Whitehall Fds	0.9%	1.0%	18,448	-2.9%	$2.9M
VWOVanguard Intl Equity Index F	0.9%	0.9%	47,968	+0.5%	$2.8M
DUHPDfa Invt Dimensions Group in	0.9%	—	67,870	—	$2.8M
VNQVanguard Index Fds	0.9%	1.0%	30,561	-0.5%	$2.7M
VOVanguard Index Fds	0.9%	0.9%	32,962	-8.3%	$2.6M
VTVVanguard Index Fds	0.8%	0.9%	11,552	-3.6%	$2.5M
NVDANvidia Corporation	0.8%	0.7%	10,800	+6.6%	$2.5M
VNQIVanguard Intl Equity Index F	0.8%	0.8%	57,478	+2.2%	$2.4M
BIVVanguard Bd Index Fds	0.8%	0.8%	32,416	+2.0%	$2.4M
MAMastercard Incorporated	0.8%	1.2%	4,267	-38.7%	$2.4M
SCHXSchwab Strategic Tr	0.8%	0.9%	77,159	-18.8%	$2.3M
RTXRtx Corporation	0.8%	0.8%	12,455	-5.1%	$2.3M
AKREProfesionally Managed Portfo	0.7%	0.8%	41,254	-10.3%	$2.2M
QQQInvesco Qqq Tr	0.7%	—	2,930	—	$2.2M
WOODIshares Tr	0.7%	0.7%	31,861	+0.0%	$2.1M
ACWIIshares Tr	0.7%	0.7%	12,983	+0.0%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.9%	4,052	-27.4%	$2.0M
VOEVanguard Index Fds	0.7%	0.6%	10,158	+10.4%	$2.0M
DFAEDimensional ETF Trust	0.6%	0.5%	48,512	+16.5%	$1.9M
CGWInvesco S&p Global Water Index ETF	0.6%	0.6%	30,089	+17.4%	$1.9M
JPMJpmorgan Chase & Co	0.6%	0.5%	5,498	+9.9%	$1.8M
TDTTFlexshares Tr	0.6%	0.5%	75,167	+8.0%	$1.7M
DGRWWisdomtree Tr	0.6%	—	17,290	—	$1.7M
XLESelect Sector Spdr Tr	0.5%	—	26,383	—	$1.6M

What Lynx Investment Advisory 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: +10.0% /yr; S&P 500 +11.7%
3 years: +13.4% /yr; S&P 500 +14.0%
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	$302.8M	228
Q2 2026	$305.2M	230
Q1 2026	$209.2M	181
Q4 2025	$183.3M	166
Q3 2025	$167.2M	150
Q2 2025	$153.1M	147
Q1 2025	$150.0M	144
Q4 2024	$146.6M	146
Q3 2024	$138.9M	142
Q2 2024	$135.0M	814

Questions about Lynx Investment Advisory's portfolio

What stocks does Lynx Investment Advisory own?

Lynx Investment Advisory's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 228 positions worth $302.8M. The largest are Invesco Exchange Traded Fd T (SPHQ) at 4.1%, Ishares Tr (IGRO) at 3.0%, Apple Inc (AAPL) at 3.0%, State Str Spdr S&p 500 ETF T (SPY) at 2.6% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.6%.

What did Lynx Investment Advisory buy last quarter?

In Q3 2026, Lynx Investment Advisory added Vanguard Malvern Fds (VCRB) (+31.9% shares), Vanguard Scottsdale Fds (VCSH) (+30.3% shares) and Invesco S&p Global Water Index ETF (CGW) (+17.4% shares), compared with its Q2 2026 filing.

What did Lynx Investment Advisory sell last quarter?

In Q3 2026, Lynx Investment Advisory cut from its top 50 Invesco Exch Traded Fd Tr II (SPHD), cut from its top 50 Ishares Tr (SOXX), cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Spdr Series Trust (JNK), Mastercard Incorporated (MA) (-38.7% shares), Microsoft Corp (MSFT) (-38.2% shares) and Berkshire Hathaway Inc Del (BRK-B) (-27.4% shares), compared with its Q2 2026 filing.

How has Lynx Investment Advisory's portfolio performed?

A portfolio copying Lynx Investment Advisory's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.4% a year over the last 3 years, against +14.0% for the S&P 500. Over 1 year: +10.0% against +11.7%.

When is Lynx Investment Advisory's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lynx Investment Advisory'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 Lynx Investment Advisory manage?

Lynx Investment Advisory reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $302.8M.