Lynch Investment Planning, LLC

Q2 2026 13F-HR Holdings

Location
Newtown Square, PA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$130,157
Net value change ($000)
+18,870 (17.0%)
New positions
4
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 2,359 21.2%
BOND 1,713 9.7%
IJR 1,711 35.4%
QQQM 1,572 28.2%
VTV 1,262 61.4%
DUHP 1,236 14.6%
IEFA 1,199 17.0%
DIA 1,007 21.3%
AMD 498 NEW
GOOGL 478 23.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -313 -100.0%
XOM -298 -100.0%
ITW -52 -17.3%
WMT -51 -8.9%
HD -44 -8.9%
DFAU -38 -6.9%
LOW -19 -6.2%
MSFT -9 -0.8%
O -7 -3.2%
RTX -6 -1.6%
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