Lynch Investment Planning, LLC

Q1 2026 13F-HR Holdings

Location
Newtown Square, PA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$111,287
Net value change ($000)
+6,908 (6.6%)
New positions
2
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BOND 3,423 23.9%
IEFA 2,571 57.3%
IJR 1,682 53.4%
AGG 662 13.1%
VTV 650 46.2%
DIA 350 8.0%
IVV 295 NEW
XMMO 255 8.4%
VCRM 217 30.4%
VONV 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -2,294 -48.5%
MSFT -411 -26.2%
DUHP -292 -3.3%
DGRS -236 -100.0%
IJH -231 -13.4%
GOOGL -205 -9.2%
HYG -201 -100.0%
ADP -156 -24.5%
EFA -119 -10.3%
AMZN -115 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type