StockDriftsStockDriftsTop 50 Lynx Investment Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 4.13% | 148.6K | $12.5M | +5.50%(+7.75K) | $66.70(+25.86%) | 2026-09-30 | |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | 3.05% | 104.0K | $9.2M | +4.23%(+4.22K) | $74.11(+23.97%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.01% | 27.4K | $9.1M | -17.71%(-5.90K) | $212.46(+63.37%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF | 2.65% | 10.5K | $8.0M | +3.95%(+400) | $632.13(+21.76%) | 2026-09-30 | |
| VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | 2.61% | 112.1K | $7.9M | -2.87%(-3.31K) | $61.25(+14.08%) | 2026-09-30 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 2.56% | 187.4K | $7.8M | +10.21%(+17.36K) | $32.36(+28.50%) | 2026-09-30 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 2.15% | 79.3K | $6.5M | +11.25%(+8.02K) | $51.54(+55.83%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.13% | 89.5K | $6.4M | -0.71%(-639) | $62.22(+17.69%) | 2026-09-30 | |
| GLD | SPDR GOLD SHARES ETF | 2.08% | 16.5K | $6.3M | -2.50%(-424) | $236.27(+57.56%) | 2026-09-30 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 1.93% | 107.8K | $5.8M | -7.16%(-8.32K) | $50.51(+15.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.39% |
Lynx Investment Advisory reports $302.82M in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (4.1%), IGRO (3.0%) and AAPL (3.0%). The top 20 holdings account for 40.46% of reported assets. Its disclosed equity book has returned +34.44% cumulatively over 9 quarters. Figures reflect the Q3 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 Lynx Investment Advisory’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2028812). View Lynx Investment Advisory’s 13F filings on SEC