Lynch & Associates ETF holdings
Evansville, IN
Reported $147.8M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$147.8M
ETFs held
42
Change from prior quarter
+17.1%
With price moves
ETFs as a share of its 13F
25.8%
of $572.5M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $24.6M | 32,887 | −521 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $24.2M | 313,704 | −4,861 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $10.1M | 166,194 | +4,906 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $9.4M | 57,012 | −872 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.7M | 58,811 | −1,987 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $6.6M | 23,195 | −1,076 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $5.4M | 171,388 | +3,246 shares |
| VXUS | Vanguard Total International Stock ETF | $4.3M | 50,868 | +1,230 shares |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | $4.1M | 101,115 | +9,008 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $3.8M | 20,113 | −115 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001108965. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lynch & Associates own?
Lynch & Associates reported 42 ETF positions worth $147.8M in its Form 13F for June 30, 2026. The largest was IVV, at $24.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.