Lynch Investment Planning, LLC
Lynch Investment Planning, LLC reported 56 positions worth $130.2M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BOND (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BOND | SH | $19.5M | 14.95% | 210,964 | — | — | |
| ▸ 2 | SPY | SH | $13.5M | 10.37% | 18,066 | — | — | |
| ▸ 3 | BSV | SH | $10.3M | 7.95% | 132,781 | — | — | |
| ▸ 4 | DUHP | SH | $9.7M | 7.46% | 232,664 | — | — | |
| ▸ 5 | IEFA | SH | $8.3M | 6.34% | 85,477 | — | — | |
| ▸ 6 | QQQM | SH | $7.1M | 5.49% | 23,567 | — | — | |
| ▸ 7 | IJR | SH | $6.5M | 5.03% | 44,121 | — | — | |
| ▸ 8 | AGG | SH | $6.2M | 4.74% | 62,263 | — | — | |
| ▸ 9 | DIA | SH | $5.7M | 4.41% | 10,954 | — | — | |
| ▸ 10 | DGRO | SH | $4.9M | 3.77% | 64,725 | — | — |
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Frequently Asked Questions
What stocks does Lynch Investment Planning, LLC hold as of Q2 2026?
Lynch Investment Planning, LLC reported 56 positions worth $130.2M in its Q2 2026 13F filing. Largest positions: BOND (14.9%), SPY (10.4%), BSV (7.9%), DUHP (7.5%) and IEFA (6.3%).
What did Lynch Investment Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lynch Investment Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.