Lynch Investment Planning, LLC ETF holdings
Newtown Square, PA
Reported $111.7M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$111.7M
ETFs held
25
Change from prior quarter
+18.0%
With price moves
ETFs as a share of its 13F
85.8%
of $130.2M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BOND | PIMCO Active Bond Exchange-Traded Fund | $19.5M | 210,964 | +18,720 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.5M | 18,066 | +995 shares |
| BSV | Vanguard Short-Term Bond ETF | $10.3M | 132,781 | +23,188 shares |
| DUHP | Dimensional US High Profitability ETF | $9.7M | 232,664 | +2,166 shares |
| IEFA | iShares Core MSCI EAFE ETF | $8.3M | 85,477 | +7,540 shares |
| QQQM | Invesco NASDAQ 100 ETF | $7.1M | 23,567 | +133 shares |
| IJR | iShares Core S&P Small-Cap ETF | $6.5M | 44,121 | +5,241 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $6.2M | 62,263 | +4,645 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $5.7M | 10,954 | +761 shares |
| DGRO | iShares Core Dividend Growth ETF | $4.9M | 64,725 | +1,238 shares |
15 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) 0002110354. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lynch Investment Planning, LLC own?
Lynch Investment Planning, LLC reported 25 ETF positions worth $111.7M in its Form 13F for June 30, 2026. The largest was BOND, at $19.5M.
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.