StockDriftsStockDriftsTop 50 Lynch Investment Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 14.95% | 211.0K | $19.5M | +9.74%(+18.72K) | $93.02(-2.62%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.37% | 18.1K | $13.5M | +5.83%(+995) | $674.42(+14.70%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 7.95% | 132.8K | $10.3M | +21.16%(+23.19K) | $78.70(-1.51%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.46% | 232.7K | $9.7M | +0.94%(+2.17K) | $37.91(+12.48%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.34% | 85.5K | $8.3M | +9.67%(+7.54K) | $89.24(+13.22%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.49% | 23.6K | $7.1M | +0.57%(+133) | $249.84(+18.74%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.03% | 44.1K | $6.5M | +13.48%(+5.24K) | $122.08(+21.85%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.73% | 62.3K | $6.2M | +8.06%(+4.64K) | $99.93(-2.51%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.41% | 11.0K | $5.7M | +7.47%(+761) | $473.17(+14.30%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.77% | 64.7K | $4.9M | +1.95%(+1.24K) | $68.83(+16.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.78% |
Lynch Investment Planning, LLC reports $130.16M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are BOND (14.9%), SPY (10.4%) and BSV (8.0%). The top 20 holdings account for 87.13% of reported assets. Its disclosed equity book has returned +6.95% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lynch Investment Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110354). View Lynch Investment Planning, LLC’s 13F filings on SEC