Lynch Investment Planning, LLC
All 13F Filings
- Location
- Newtown Square, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 136,323
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 233 | 136,323 | 13F-HR | Lynch Investment Planning, LLC |
| Q2 2026 | 7/17/2026 | 56 | 130,157 | 13F-HR | Lynch Investment Planning, LLC |
| Q1 2026 | 5/12/2026 | 54 | 111,287 | 13F-HR | Lynch Investment Planning, LLC |
| Q4 2025 | 2/24/2026 | 54 | 104,379 | 13F-HR | Lynch Investment Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.37 K | 25.2% | 15.47 K | 0 | 15.47 K |
| ETFs | 90.62 K | 66.5% | 0 | 10.3 K | -10.3 K |
| Debt | 11.32 K | 8.3% | 977 | 0 | 977 |
| Other | 11 | 0.0% | 11 | 0 | 11 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
136,323
Holdings
233
QoQ value change ($000)
6,166
(4.7%)
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.