account_balance
Investment manager · 13F filer · SEC CIK 2028812
Lynx Investment Advisory
Reported value$303Mas of Sep 30, 2026
Positions228 15 new, 17 sold out
Top 10 weight26.3%SPHQ alone is 4%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPHQInvesco S&P 500 Quality ETF
4.1%Added +6%
IGROiShares Intl Dividend Growth ETF
3.0%Added +4%
AAPLApple Inc.
3.0%Trimmed −18%
SPYSPDR S&P 500 ETF Trust
2.6%Added +4%
VEAVanguard Ftse Dev MKTS ETF (Vea)
2.6%Trimmed −3%
DFAIDimensional International Core Equity Market ETF
2.6%Added +10%
GLDMWorld Gold Trust
2.2%Added +11%
IJHiShares Core S&P Mid-Cap ETF
2.1%
GLDSPDR Gold Trust
2.1%Trimmed −3%
NOBLProshares S&P 500 Dividend Aristocrats ETF
1.9%Trimmed −7%
VSSVanguard Ftse All-World Ex-US Small-Cap ETF
1.6%Added +7%
VCITVanguard Intermediate-Term Corporate Bond ETF
1.5%
SPHQInvesco S&P 500 Quality ETF
4.1%+6%
IGROiShares Intl Dividend Growth ETF
3.0%
AAPLApple Inc.
3.0%
SPYSPDR S&P 500 ETF Trust
2.6%Added +4%
VEAVanguard Ftse Dev MKTS ETF (Vea)
2.6%Trimmed −3%
DFAIDimensional International Core Equity Market ETF
2.6%Added +10%
GLDMWorld Gold Trust
2.2%
IJHiShares Core S&P Mid-Cap ETF
2.1%
GLDSPDR Gold Trust
2.1%
NOBLProshares S&P 500 Dividend Aristocrats ETF
1.9%
VSSVanguard Ftse All-World Ex-US Small-Cap ETF
1.6%
VCITVanguard Intermediate-Term Corporate Bond ETF
1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPHQ Invesco S&P 500 Quality ETF 4.1% Added +6%
IGRO iShares Intl Dividend Growth ETF 3.0% Added +4%
AAPL Apple Inc. 3.0% Trimmed −18%SPY SPDR S&P 500 ETF Trust 2.6% Added +4%VEA Vanguard Ftse Dev MKTS ETF (Vea) 2.6% Trimmed −3%
DFAI Dimensional International Core Equity Market ETF 2.6% Added +10%
GLDM World Gold Trust 2.2% Added +11%IJH iShares Core S&P Mid-Cap ETF 2.1% Held
GLD SPDR Gold Trust 2.1% Trimmed −3%NOBL Proshares S&P 500 Dividend Aristocrats ETF 1.9% Trimmed −7%
VSS Vanguard Ftse All-World Ex-US Small-Cap ETF 1.6% Added +7%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 1.5% Added +16%
What changed
Biggest moves since Jun 30, 2026
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