account_balance
Investment manager · 13F filer · SEC CIK 2110354
Lynch Investment Planning, LLC
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Reported value$136Mas of Sep 30, 2026
Positions233 177 new, 0 sold out
Top 10 weight66.6%BOND alone is 12%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BONDPimco ETF Tr
11.7%Trimmed −13%
SPYSPDR S&P 500 ETF Trust
10.5%Added +4%
BSVVanguard Bd Index FDS
8.3%Added +12%
DUHPDfa Invt Dimensions Group In
7.3%
IEFAiShares Tr
6.5%Added +7%
QQQMInvesco Exch Traded Fd Tr II
5.7%Added +9%
IJRiShares Tr
4.7%Added +7%
DIASPDR Dow Jones Industrial Average ETF Trust
4.2%
AGGiShares Tr
4.0%Trimmed −8%
VTVVanguard Index FDS
3.8%Added +58%
DGROiShares Tr
3.6%
XMMOInvesco Exchange Traded Fd T
2.4%
BONDPimco ETF Tr
11.7%Trimmed −13%
SPYSPDR S&P 500 ETF Trust
10.5%Added +4%
BSVVanguard Bd Index FDS
8.3%
DUHPDfa Invt Dimensions Group In
7.3%
IEFAiShares Tr
6.5%+7%
QQQMInvesco Exch Traded Fd Tr II
5.7%
IJRiShares Tr
4.7%
DIASPDR Dow Jones Industrial Average ETF Trust
4.2%
AGG4.0%
VTV3.8%
DGROiShares Tr
3.6%
XMMO
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
BOND Pimco ETF Tr 11.7% Trimmed −13%
SPY SPDR S&P 500 ETF Trust 10.5% Added +4%BSV Vanguard Bd Index FDS 8.3% Added +12%
DUHP Dfa Invt Dimensions Group In 7.3% Held
IEFA iShares Tr 6.5% Added +7%
QQQM Invesco Exch Traded Fd Tr II 5.7% Added +9%
IJR iShares Tr 4.7% Added +7%
DIA SPDR Dow Jones Industrial Average ETF Trust 4.2% HeldAGG iShares Tr 4.0% Trimmed −8%
VTV Vanguard Index FDS 3.8% Added +58%
DGRO iShares Tr 3.6% Held
XMMO Invesco Exchange Traded Fd T 2.4% Added +3%
What changed
Biggest moves since Jun 30, 2026
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