Lynch Investment Planning, LLC

Q3 2026 13F-HR Holdings

Location
Newtown Square, PA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$136,323
Net value change ($000)
+6,166 (4.7%)
New positions
178
Sold out positions
1
Turnover %
20.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 9,896 NEW
VTV 1,890 57.0%
SPY 774 5.7%
TBUX 709 322.3%
QQQM 676 9.5%
IEFA 570 6.9%
MSFT 377 32.8%
VTI 314 NEW
EXXONMOBIL HOLDINGS CORP 289 NEW
AAPL 254 11.4%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -9,709 -100.0%
BOND -3,481 -17.9%
AGG -771 -12.5%
XMMO -432 -11.5%
VCRM -335 -24.9%
OEF -234 -8.9%
VOO -229 -19.0%
IJH -176 -10.8%
EFA -175 -15.6%
QQQ -168 -9.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type