Lynch Investment Planning, LLC

CIK

2110354

Location

NEWTOWN SQUARE, PA

Portfolio Value

Small $130,134,722

Diversification

Diversified

Filing Date

Global Rank

#7,812 / 8,794 ▲ 290 · as of Jun 2026

Top Industry

Asset Management 27.9%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.6%

+3.3 pts

Top 5

65.7%

+3.4 pts

Top 10

83.9%

+3.1 pts

HHI

1,144

Diversified+159

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.4%	$104,577,639	14
Financial Services	7.3%	$9,447,377	4
Technology	5.0%	$6,558,384	9
Communication Services	1.9%	$2,511,238	1
Industrials	1.9%	$2,417,793	7
Consumer Cyclical	1.5%	$1,907,507	3
Healthcare	0.8%	$1,054,806	3
Consumer Defensive	0.6%	$764,729	2
Basic Materials	0.3%	$414,263	1
Energy	0.2%	$267,844	1
Real Estate	0.2%	$213,142	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+23,188	132,781	$10,344,967
BILZ	PIMCO Ultra Short Government Active ETF	+18,720	210,964	$19,452,990
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+17,227	299,578	$31,958,358
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+6,451	25,242	$1,278,759
VCRM	Vanguard Core Tax-Exempt Bond ETF	+5,214	17,593	$1,344,105
VB	Vanguard Morningstar Small-Cap ETF	+4,750	16,978	$4,521,024
SPY	Spdr S&P 500 ETF Trust	+995	18,066	$13,491,146
DIA	Spdr Dow Jones Industrial Average ETF Trust	+761	10,954	$5,722,260
WFC	Wells Fargo & Company/Mn	+400	4,876	$402,952
KMI	Kinder Morgan, Inc.	+305	8,378	$267,844
IVZ	Invesco Ltd.	+133	23,567	$7,140,093
JNJ	Johnson & Johnson	+125	1,339	$340,065
JPM	Jpmorgan Chase & Co	+84	2,554	$836,000
COST	Costco Wholesale Corp /New	+23	262	$245,093
QCOM	Qualcomm Inc/De	+10	1,619	$299,175
APD	Air Products & Chemicals, Inc.	+9	1,413	$414,263
BNDW	Vanguard Total World Bond ETF	+8	2,266	$240,898
LOW	Lowes Companies Inc	+7	1,301	$286,857
DYTA	SGI Dynamic Tactical ETF	+6	5,073	$253,650
IBM	International Business Machines Corp	+5	993	$279,241
ELV	Elevance Health, Inc.	+3	742	$286,953
CSCO	Cisco Systems, Inc.	+2	4,888	$574,144
DE	Deere & Co	+2	887	$562,650
WMT	Walmart Inc.	+2	4,588	$519,636
EMR	Emerson Electric Co	+1	3,217	$460,513
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−997	7,728	$2,236,174
ABI	VictoryShares Pioneer Asset-Based Income ETF	−713	22,049	$3,751,416
ITW	Illinois Tool Works Inc	−237	913	$246,939
HD	Home Depot, Inc.	−225	1,271	$448,256
O	Realty Income Corp	−158	3,440	$213,142
DCOR	Dimensional US Core Equity 1 ETF	−127	242,643	$10,224,882
MSFT	Microsoft Corp	−49	3,083	$1,150,020
GOOGL	Alphabet Inc.	−44	7,027	$2,511,238
GD	General Dynamics Corp	−42	886	$313,856
ABBV	AbbVie Inc.	−42	1,700	$427,788
QQQ	Invesco Qqq Trust, Series 1	−14	2,408	$1,773,251
NVDA	Nvidia Corp	−13	3,413	$682,907
AMZN	Amazon Com Inc	−6	4,919	$1,172,394
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	858	$498,420
CAT	Caterpillar Inc	221	$235,342
PWR	Quanta Services, Inc.	315	$226,812
TACN	T. Rowe Price Active Core International Equity ETF	4,419	$219,933
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,385	$313,051
XOM	ExxonMobil Holdings Corp	1,756	$297,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $130,134,722 total · filing declares 56 positions · $130,156,556 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	299,578	+17,227	$31,958,358	—	24.56%
BILZ	PIMCO Ultra Short Government Active ETF	Added	210,964	+18,720	$19,452,990	+9.7%	14.95%
SPY	Spdr S&P 500 ETF Trust	Added	18,066	+995	$13,491,146	+21.5%	10.37%
BIV	Vanguard Intermediate-Term Bond ETF	Added	132,781	+23,188	$10,344,967	+20.4%	7.95%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	242,643	-127	$10,224,882	+13.3%	7.86%
IVZ	Invesco Ltd. Financial Services	Added	23,567	+133	$7,140,093	+28.2%	5.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	10,954	+761	$5,722,260	+21.2%	4.40%
VB	Vanguard Morningstar Small-Cap ETF	Added	16,978	+4,750	$4,521,024	+45.8%	3.47%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	22,049	-713	$3,751,416	+13.6%	2.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,027	-44	$2,511,238	+23.5%	1.93%
AAPL	Apple Inc. Technology	Reduced	7,728	-997	$2,236,174	+1.0%	1.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,408	-14	$1,773,251	+26.8%	1.36%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	17,593	+5,214	$1,344,105	+44.5%	1.03%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	25,242	+6,451	$1,278,759	+33.9%	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,919	-6	$1,172,394	+14.3%	0.90%
MSFT	Microsoft Corp Technology	Reduced	3,083	-49	$1,150,020	−0.8%	0.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,135	0	$1,068,332	+4.4%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,554	+84	$836,000	+15.1%	0.64%
NVDA	Nvidia Corp Technology	Reduced	3,413	-13	$682,907	+14.3%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	4,888	+2	$574,144	+51.4%	0.44%
DE	Deere & Co Industrials	Added	887	+2	$562,650	+12.9%	0.43%
ADP	Automatic Data Processing Inc Technology	Held	2,350	0	$526,282	+10.2%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	4,588	+2	$519,636	−8.8%	0.40%
AMD	Advanced Micro Devices Inc Technology	NEW	858	NEW	$498,420	NEW	0.38%
EMR	Emerson Electric Co Industrials	Added	3,217	+1	$460,513	+9.3%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,271	-225	$448,256	−8.9%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	1,700	-42	$427,788	+12.9%	0.33%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,413	+9	$414,263	+1.6%	0.32%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,876	+400	$402,952	+13.1%	0.31%
RTX	RTX Corp Industrials	Held	1,959	0	$371,681	−1.6%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	1,339	+125	$340,065	+14.6%	0.26%
GD	General Dynamics Corp Industrials	Reduced	886	-42	$313,856	−1.5%	0.24%
AVGO	Broadcom Inc. Technology	Held	826	0	$312,021	+22.0%	0.24%
QCOM	Qualcomm Inc/De Technology	Added	1,619	+10	$299,175	+44.4%	0.23%
ELV	Elevance Health, Inc. Healthcare	Added	742	+3	$286,953	+32.6%	0.22%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,301	+7	$286,857	−6.2%	0.22%
IBM	International Business Machines Corp Technology	Added	993	+5	$279,241	+16.6%	0.21%
KMI	Kinder Morgan, Inc. Energy	Added	8,378	+305	$267,844	−1.1%	0.21%
DYTA	SGI Dynamic Tactical ETF	Added	5,073	+6	$253,650	+0.1%	0.19%
ITW	Illinois Tool Works Inc Industrials	Reduced	913	-237	$246,939	−17.5%	0.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	262	+23	$245,093	+2.9%	0.19%
BNDW	Vanguard Total World Bond ETF	Added	2,266	+8	$240,898	+13.8%	0.19%
CAT	Caterpillar Inc Industrials	NEW	221	NEW	$235,342	NEW	0.18%
PWR	Quanta Services, Inc. Industrials	NEW	315	NEW	$226,812	NEW	0.17%
TACN	T. Rowe Price Active Core International Equity ETF	NEW	4,419	NEW	$219,933	NEW	0.17%
O	Realty Income Corp Real Estate	Reduced	3,440	-158	$213,142	−3.2%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.