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Lynch Investment Planning, LLC 13F holdings

Filed 2026-07-17 · Lynch Investment Planning, LLC · 56 positions · $130.2M

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TickerCompanySharesValue% of portfolio
BONDPIMCO ETF TR211.0K$19.5M14.9%
SPYSTATE STR SPDR S&P 500 ETF T18.1K$13.5M10.4%
BSVVANGUARD BD INDEX FDS132.8K$10.3M7.9%
DUHPDIMENSIONAL ETF TRUST232.7K$9.7M7.5%
IEFAISHARES TR85.5K$8.3M6.3%
QQQMINVESCO EXCH TRADED FD TR II23.6K$7.1M5.5%
IJRISHARES TR44.1K$6.5M5.0%
AGGISHARES TR62.3K$6.2M4.7%
DIASTATE STR SPDR DOW JONES IND11.0K$5.7M4.4%
DGROISHARES TR64.7K$4.9M3.8%
XMMOINVESCO EXCHANGE TRADED FD T22.0K$3.8M2.9%
VTVVANGUARD INDEX FDS15.2K$3.3M2.5%
OEFISHARES TR7.2K$2.6M2.0%
GOOGLALPHABET INC7.0K$2.5M1.9%
AAPLAPPLE INC7.7K$2.2M1.7%
QQQINVESCO QQQ TR2.4K$1.8M1.4%
IJHISHARES TR21.1K$1.6M1.2%
VCRMVANGUARD MUN BD FDS17.6K$1.3M1.0%
NEARISHARES U S ETF TR25.2K$1.3M1.0%
VOOVANGUARD INDEX FDS1.8K$1.2M0.9%
AMZNAMAZON COM INC4.9K$1.2M0.9%
MSFTMICROSOFT CORP3.1K$1.1M0.9%
EFAISHARES TR10.8K$1.1M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL2.1K$1.1M0.8%
JPMJPMORGAN CHASE & CO2.6K$836,0040.6%
NVDANVIDIA CORPORATION3.4K$682,9430.5%
CSCOCISCO SYS INC4.9K$574,1490.4%
DEDEERE & CO887$562,7630.4%
ADPAUTOMATIC DATA PROCESSING IN2.4K$530,3770.4%
WMTWALMART INC4.6K$519,6420.4%
DFAUDIMENSIONAL ETF TRUST10.0K$515,8150.4%
AMDADVANCED MICRO DEVICES INC858$498,4210.4%
EMREMERSON ELEC CO3.2K$460,5770.4%
HDHOME DEPOT INC1.3K$448,4160.3%
ABBVABBVIE INC1.7K$427,6960.3%
APDAIR PRODUCTS AND CHEMICALS I1.4K$414,1290.3%
WFCWELLS FARGO & CO4.9K$402,9890.3%
SHVISHARES TR3.5K$388,7630.3%
RTXRTX CORPORATION2.0K$371,6810.3%
JNJJOHNSON & JOHNSON1.3K$340,0660.3%
IVVISHARES TR452$338,5100.3%
GDGENERAL DYNAMICS CORP886$313,8570.2%
AVGOBROADCOM INC826$312,0220.2%
QCOMQUALCOMM INC1.6K$299,1750.2%
LOWLOWES COS INC1.3K$286,8870.2%
ELVELEVANCE HEALTH INC FORMERLY742$286,8800.2%
IBMINTERNATIONAL BUSINESS MACHS993$279,3070.2%
KMIKINDER MORGAN INC DEL8.4K$267,8420.2%
XBILRBB FD INC5.1K$253,6700.2%
ITWILLINOIS TOOL WKS INC913$248,5220.2%
COSTCOSTCO WHOLESALE CORPORATION262$244,6810.2%
VONVVANGUARD SCOTTSDALE FDS2.3K$240,8900.2%
CATCATERPILLAR INC221$235,3430.2%
PWRQUANTA SVCS INC315$226,8130.2%
TBUXT ROWE PRICE EXCHANGE-TRADED4.4K$219,9360.2%
OREALTY INCOME CORP3.4K$214,0750.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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