Lynx Investment Advisory

All 13F Filings

Location
Washington, Dc, DC
Most recent 13F
Q4 2025
Holdings value ($000)
183,264
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/5/2026 166 183,264 13F-HR Lynx Investment Advisory
Q3 2025 11/6/2025 150 167,153 13F-HR Lynx Investment Advisory
Q2 2025 7/18/2025 147 153,115 13F-HR Lynx Investment Advisory
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 61.35 K 33.5% 2.351 K 0 2.351 K
ETFs 121.9 K 66.5% 13.77 K 0 13.77 K
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Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
183,264
Holdings
166
QoQ value change ($000)
16,111 (9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.