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Lynx Investment Advisory | Tormere

Lynx Investment Advisory

Est. AUM

$191.4M

13F long equity, this entity only

Positions

181

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO S&P 500 QUALITY ETF	ETF	$10.9M	145321	5.71%	SOLE
2	ISHARES INTL DIVIDEND GROWTH ETF	ETF	$8.0M	95812	4.19%	SOLE
3	ISHARES CORE S&P MID-CAP ETF	ETF	$7.8M	115326	4.07%	SOLE
4	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$6.9M	64651	3.58%	SOLE
5	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$6.6M	71544	3.46%	SOLE
6	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$6.5M	166335	3.38%	SOLE
7	APPLE INC COM	Stock	$6.4M	25025	3.32%	SOLE
8	SPDR GOLD SHARES ETF	ETF	$5.6M	13008	2.92%	SOLE
9	AKRE FOCUS ETF	ETF	$4.7M	89139	2.46%	SOLE
10	SPDR S&P 500 ETF	ETF	$4.3M	6669	2.27%	SOLE
11	FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND	ETF	$4.3M	133305	2.22%	SOLE
12	ALPHABET INC CAP STK CL A	Stock	$4.0M	13792	2.07%	SOLE
13	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$3.7M	62763	1.94%	SOLE
14	VANGUARD CORE BOND ETF	ETF	$3.5M	44826	1.81%	SOLE
15	INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF	ETF	$3.5M	69783	1.81%	SOLE
16	MICROSOFT CORP COM	Stock	$3.3M	8860	1.71%	SOLE
17	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.9M	13550	1.52%	SOLE
18	VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$2.8M	36140	1.46%	SOLE
19	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$2.7M	17980	1.39%	SOLE
20	ISHARES GOLD TRUST	ETF	$2.7M	30127	1.39%	DFND
21	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.6M	5451	1.36%	SOLE
22	MASTERCARD INCORPORATED CL A	Stock	$2.6M	5127	1.34%	SOLE
23	STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF	ETF	$2.2M	115990	1.16%	SOLE
24	ISHARES GLOBAL TIMBER & FORESTRY ETF	ETF	$2.1M	29991	1.11%	DFND
25	FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND	ETF	$2.1M	87199	1.10%	SOLE
26	VANGUARD FTSE DEV MKTS ETF (VEA)	ETF	$1.9M	30316	1.01%	OTR
27	NVIDIA CORPORATION COM	Stock	$1.4M	7874	0.72%	SOLE
28	PFIZER INC COM	Stock	$1.3M	45742	0.67%	DFND
29	INVESCO S&P GLOBAL WATER INDEX ETF	ETF	$1.3M	19553	0.65%	DFND
30	SCHWAB U.S. LARGE-CAP ETF	ETF	$1.2M	48064	0.64%	SOLE
31	VERIZON COMMUNICATIONS INC COM	Stock	$1.2M	24421	0.64%	DFND
32	VANGUARD TOTAL BOND MARKET ETF	ETF	$1.2M	15838	0.61%	SOLE
33	OGE ENERGY CORP COM	Stock	$1.2M	24028	0.60%	DFND
34	VISA INC COM CL A	Stock	$1.1M	3674	0.58%	SOLE
35	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$1.1M	32643	0.58%	SOLE
36	STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$1.1M	17999	0.58%	DFND
37	AES CORP COM	Stock	$1.1M	74893	0.55%	DFND
38	ALPHABET INC CAP STK CL C	Stock	$1.0M	3648	0.55%	SOLE
39	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$991K	29261	0.52%	SOLE
40	VANGUARD S&P 500 ETF	ETF	$972K	1626	0.51%	SOLE
41	APA CORPORATION COM	Stock	$952K	22439	0.50%	DFND
42	STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$946K	20608	0.49%	SOLE
43	CONOCOPHILLIPS COM	Stock	$918K	6953	0.48%	DFND
44	ISHARES SEMICONDUCTOR ETF	ETF	$905K	2754	0.47%	SOLE
45	STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF	ETF	$895K	11983	0.47%	SOLE
46	JANUS HENDERSON GROUP PLC ORD SHS	Stock	$891K	17351	0.47%	DFND
47	META PLATFORMS INC CL A	Stock	$874K	1527	0.46%	SOLE
48	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$873K	17691	0.46%	SOLE
49	INVESCO AEROSPACE & DEFENSE ETF	ETF	$861K	5198	0.45%	SOLE
50	JPMORGAN CHASE & CO COM	Stock	$836K	2843	0.44%	SOLE

1–50 of 181

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.