Lynch Investment Planning, LLC — 13F holdings

Lynch Investment Planning, LLC reported 56 holdings worth $130M in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. BOND PIMCO ETF TR — $19.5M (14.9%)
2. SPY SPDR S&P 500 ETF TR — $13.5M (10.4%)
3. BSV VANGUARD BD INDEX FDS — $10.3M (7.9%)
4. DIMENSIONAL ETF TRUST — $9.71M (7.5%)
5. IEFA ISHARES TR — $8.26M (6.3%)
6. QQQM INVESCO EXCH TRADED FD TR II — $7.14M (5.5%)
7. IJR ISHARES TR — $6.54M (5.0%)
8. AGG ISHARES TR — $6.16M (4.7%)
9. DIA SPDR DOW JONES INDL AVERAGE — $5.74M (4.4%)
10. DGRO ISHARES TR — $4.91M (3.8%)