Institution
Lynch Investment Planning, LLC
CIK 0002110354 - 2026Q2 report dated 2026-06-30
Shown positions
56
Shown market value
$130,156,556
Net value change
+$28,909,077
51 changed positions shown
Latest filing
0001754960-26-000556Largest reported increase
DUHP
DIMENSIONAL ETF TRUST
+$9,709,075
Largest reported decrease
ITW
ILLINOIS TOOL WKS INC
-$52,653
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR 72201R775 | $19,452,982 | 210,964 | INCREASED +9.7% | +$1,712,668 | 2026-06-30SEC filing |
| SPY | STATE STR SPDR S&P 500 ETF T 78462F103 | $13,490,815 | 18,066 | INCREASED +5.8% | +$2,358,592 | 2026-06-30SEC filing |
| BSV | VANGUARD BD INDEX FDS 921937827 | $10,344,933 | 132,781 | INCREASED +21.2% | +$1,751,752 | 2026-06-30SEC filing |
| DUHP | DIMENSIONAL ETF TRUST 25434V831 | $9,709,075 | 232,664 | NEW new | +$9,709,075 | 2026-06-30SEC filing |
| IEFA | ISHARES TR 46432F842 | $8,255,417 | 85,477 | INCREASED +9.7% | +$1,199,760 | 2026-06-30SEC filing |
| QQQM | INVESCO EXCH TRADED FD TR II 46138G649 | $7,140,112 | 23,567 | INCREASED +0.6% | +$1,571,721 | 2026-06-30SEC filing |
| IJR | ISHARES TR 464287804 | $6,543,530 | 44,121 | INCREASED +13.5% | +$1,710,346 | 2026-06-30SEC filing |
| AGG | ISHARES TR 464287226 | $6,162,743 | 62,263 | INCREASED +8.1% | +$443,040 | 2026-06-30SEC filing |
| DIA | STATE STR SPDR DOW JONES IND 78467X109 | $5,737,806 | 10,954 | INCREASED +7.5% | +$1,006,516 | 2026-06-30SEC filing |
| DGRO | ISHARES TR 46434V621 | $4,905,475 | 64,725 | INCREASED +2.0% | +$449,978 | 2026-06-30SEC filing |
| XMMO | INVESCO EXCHANGE TRADED FD T 46137V464 | $3,751,348 | 22,049 | REDUCED -3.1% | +$450,415 | 2026-06-30SEC filing |
| VTV | VANGUARD INDEX FDS 922908744 | $3,318,425 | 15,227 | INCREASED +45.3% | +$1,262,701 | 2026-06-30SEC filing |
| OEF | ISHARES TR 464287101 | $2,617,909 | 7,155 | REDUCED -6.7% | +$180,034 | 2026-06-30SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $2,511,328 | 7,027 | REDUCED -0.6% | +$477,986 | 2026-06-30SEC filing |
| AAPL | APPLE INC 037833100 | $2,236,275 | 7,728 | REDUCED -11.4% | +$21,897 | 2026-06-30SEC filing |
| QQQ | INVESCO QQQ TR 46090E103 | $1,773,122 | 2,408 | REDUCED -0.6% | +$375,293 | 2026-06-30SEC filing |
| IJH | ISHARES TR 464287507 | $1,623,966 | 21,060 | REDUCED -4.7% | +$131,702 | 2026-06-30SEC filing |
| VCRM | VANGUARD MUN BD FDS 922907712 | $1,344,105 | 17,593 | INCREASED +42.1% | +$413,823 | 2026-06-30SEC filing |
| NEAR | ISHARES U S ETF TR 46431W507 | $1,278,760 | 25,242 | NEW new | +$1,278,760 | 2026-06-30SEC filing |
| VOO | VANGUARD INDEX FDS 922908363 | $1,202,760 | 1,751 | INCREASED +0.1% | +$156,885 | 2026-06-30SEC filing |
| AMZN | AMAZON COM INC 023135106 | $1,172,441 | 4,919 | REDUCED -0.1% | +$146,670 | 2026-06-30SEC filing |
| MSFT | MICROSOFT CORP 594918104 | $1,149,992 | 3,083 | REDUCED -1.6% | -$9,309 | 2026-06-30SEC filing |
| EFA | ISHARES TR 464287465 | $1,122,128 | 10,802 | INCREASED +1.0% | +$83,644 | 2026-06-30SEC filing |
| BRK-B | BERKSHIRE HATHAWAY INC DEL 084670702 | $1,068,268 | 2,135 | UNCHANGED 0.0% | +$45,238 | 2026-06-30SEC filing |
| JPM | JPMORGAN CHASE & CO 46625H100 | $836,004 | 2,554 | INCREASED +3.4% | +$109,544 | 2026-06-30SEC filing |