Lynch Investment Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Lynch Investment Planning, LLC held in its portfolio 54 assets valued at $104,379,232 (i.e. $104.38M).
The most valuable assets in the portfolio included: PIMCO ETF TR ($14.32M), SPDR S&P 500 ETF TR ($10.94M), and DIMENSIONAL ETF TRUST ($8.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lynch Investment Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PIMCO ETF TR | 153154 | 14316850 | ACTIVE BD ETF |
| SPDR S&P 500 ETF TR | 15997 | 10941026 | TR UNIT |
| DIMENSIONAL ETF TRUST | 230470 | 8764768 | US HIGH PROFITAB |
| VANGUARD BD INDEX FDS | 94622 | 7457141 | SHORT TRM BOND |
| INVESCO EXCH TRADED FD TR II | 22086 | 5585958 | NASDAQ 100 ETF |
| ISHARES TR | 50644 | 5058288 | CORE US AGGBD ET |
| ISHARES TR | 13796 | 4731592 | S&P 100 ETF |
| ISHARES TR | 50131 | 4484709 | CORE MSCI EAFE |
| SPDR DOW JONES INDL AVERAGE | 9097 | 4381309 | UT SER 1 |
| ISHARES TR | 62953 | 4370166 | CORE DIV GRWTH |
| ISHARES TR | 26221 | 3151292 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 22003 | 3046497 | S&P MDCP MOMNTUM |
| ALPHABET INC | 7150 | 2237870 | CAP STK CL A |
| APPLE INC | 8005 | 2176234 | COM |
| ISHARES TR | 26103 | 1722813 | CORE S&P MCP ETF |
| MICROSOFT CORP | 3245 | 1569553 | COM |
| INVESCO QQQ TR | 2461 | 1511723 | UNIT SER 1 |
| VANGUARD INDEX FDS | 7359 | 1405519 | VALUE ETF |
| ISHARES TR | 12052 | 1157324 | MSCI EAFE ETF |
| AMAZON COM INC | 4945 | 1141450 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2223 | 1117326 | CL B NEW |
| VANGUARD INDEX FDS | 1722 | 1079985 | S&P 500 ETF SHS |
| ISHARES U S ETF TR | 17993 | 919442 | SHORT DURATION B |
| JPMORGAN CHASE & CO. | 2541 | 818642 | COM |
| VANGUARD MUN BD FDS | 9440 | 713381 | CORE TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 14135 | 661518 | US CORE EQT MKT |
| NVIDIA CORPORATION | 3489 | 650773 | COM |
| AUTOMATIC DATA PROCESSING IN | 2460 | 636873 | COM |
| HOME DEPOT INC | 1629 | 560578 | COM |
| WALMART INC | 4811 | 537111 | COM |
| EMERSON ELEC CO | 3214 | 426553 | COM |
| WELLS FARGO CO NEW | 4451 | 414807 | COM |
| DEERE & CO | 882 | 412257 | COM |
| ISHARES TR | 3686 | 406013 | TRUST ISHARE 0-1 |
| RTX CORPORATION | 2190 | 401612 | COM |
| ABBVIE INC | 1741 | 397758 | COM |
| CISCO SYS INC | 5034 | 387760 | COM |
| RBB FD INC | 6932 | 347073 | US TRSRY 6 MNTH |
| AIR PRODS & CHEMS INC | 1395 | 344678 | COM |
| GENERAL DYNAMICS CORP | 970 | 326604 | COM |
| LOWES COS INC | 1289 | 310822 | COM |
| BROADCOM INC | 868 | 300415 | COM |
| ILLINOIS TOOL WKS INC | 1200 | 297444 | COM |
| INTERNATIONAL BUSINESS MACHS | 981 | 290685 | COM |
| QUALCOMM INC | 1678 | 287022 | COM |
| HONEYWELL INTL INC | 1436 | 280066 | COM |
| ELEVANCE HEALTH INC FORMERLY | 754 | 264388 | COM |
| JOHNSON & JOHNSON | 1267 | 262224 | COM |
| WISDOMTREE TR | 4766 | 236498 | US S CAP QTY DIV |
| REALTY INCOME CORP | 3971 | 224917 | COM |
| KINDER MORGAN INC DEL | 8067 | 221761 | COM |
| COSTCO WHSL CORP NEW | 254 | 218653 | COM |
| EXXON MOBIL CORP | 1747 | 210259 | COM |
| ISHARES TR | 2496 | 201252 | IBOXX HI YD ETF |
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