Lynch Investment Planning, LLC

Est. AUM

$111.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PIMCO ETF TR	ACTIVE BD ETF	$17.7M	192244	15.94%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.1M	17071	10.00%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.6M	109593	7.72%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$8.5M	230498	7.61%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$7.1M	77937	6.34%	SOLE
6	ISHARES TR	CORE US AGGBD ET	$5.7M	57618	5.14%	SOLE
7	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.6M	23434	5.00%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$4.8M	38880	4.34%	SOLE
9	STATE STR SPDR DOW JONES IND	UT SER 1	$4.7M	10193	4.25%	SOLE
10	ISHARES TR	CORE DIV GRWTH	$4.5M	63487	4.00%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.3M	22762	2.97%	SOLE
12	ISHARES TR	S&P 100 ETF	$2.4M	7665	2.19%	SOLE
13	APPLE INC	COM	$2.2M	8725	1.99%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$2.1M	10478	1.85%	SOLE
15	ALPHABET INC	CAP STK CL A	$2.0M	7071	1.83%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$1.5M	22098	1.34%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$1.4M	2422	1.26%	SOLE
18	MICROSOFT CORP	COM	$1.2M	3132	1.04%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	1750	0.94%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$1.0M	10692	0.93%	SOLE
21	AMAZON COM INC	COM	$1.0M	4925	0.92%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2135	0.92%	SOLE
23	ISHARES U S ETF TR	SHORT DURATION B	$955K	18791	0.86%	SOLE
24	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$930K	12379	0.84%	SOLE
25	JPMORGAN CHASE & CO	COM	$726K	2470	0.65%	SOLE
26	NVIDIA CORPORATION	COM	$598K	3426	0.54%	SOLE
27	WALMART INC	COM	$571K	4586	0.51%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$554K	12272	0.50%	SOLE
29	DEERE & CO	COM	$500K	885	0.45%	SOLE
30	HOME DEPOT INC	COM	$492K	1496	0.44%	SOLE
31	AUTOMATIC DATA PROCESSING IN	COM	$481K	2350	0.43%	SOLE
32	EMERSON ELEC CO	COM	$421K	3216	0.38%	SOLE
33	AIR PRODUCTS AND CHEMICALS I	COM	$408K	1404	0.37%	SOLE
34	ISHARES TR	TRUST ISHARE 0-1	$389K	3523	0.35%	SOLE
35	ABBVIE INC	COM	$379K	1742	0.34%	SOLE
36	CISCO SYS INC	COM	$379K	4886	0.34%	SOLE
37	RTX CORPORATION	COM	$378K	1959	0.34%	SOLE
38	WELLS FARGO & CO	COM	$356K	4476	0.32%	SOLE
39	GENERAL DYNAMICS CORP	COM	$319K	928	0.29%	SOLE
40	HONEYWELL INTL INC	COM	$313K	1385	0.28%	SOLE
41	LOWES COS INC	COM	$306K	1294	0.27%	SOLE
42	ILLINOIS TOOL WKS INC	COM	$301K	1150	0.27%	SOLE
43	EXXON MOBIL CORP	COM	$298K	1756	0.27%	SOLE
44	JOHNSON & JOHNSON	COM	$297K	1214	0.27%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$295K	451	0.27%	SOLE
46	KINDER MORGAN INC DEL	COM	$271K	8073	0.24%	SOLE
47	BROADCOM INC	COM	$256K	826	0.23%	SOLE
48	RBB FD INC	US TRSRY 6 MNTH	$254K	5067	0.23%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$239K	988	0.21%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$238K	239	0.21%	SOLE

1–50 of 54

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