Institutional Fund
Lynx Investment Advisory
Washington, Dc, DCCIK 20288125 filings on record
Portfolio Value
$209.24M
Q1 2026
Holdings
181
Reported positions
New Buys
31
Opened this quarter
QoQ Change
+14.2%
from $183.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T5.2%
- Ishares Tr3.9%
- Ishares Tr3.7%
- Spdr Gold Tr3.5%
- Proshares Tr3.3%
- World Gold Tr3.2%
- Other77.2%
Portfolio Holdings
181 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 145.5K | $10.94M | 5.2% | +21.1K | Added |
| 2 | Ishares Tr | 97.2K | $8.14M | 3.9% | +21.9K | Added |
| 3 | Ishares Tr | 115.3K | $7.79M | 3.7% | +17.0K | Added |
| 4 | Spdr Gold Tr | 16.8K | $7.23M | 3.5% | +1.4K | Added |
| 5 | Proshares Tr | 64.7K | $6.85M | 3.3% | +12.6K | Added |
| 6 | World Gold Tr | 72.2K | $6.69M | 3.2% | +2.6K | Added |
| 7 | Dimensional ETF Trust | 166.6K | $6.49M | 3.1% | +17.8K | Added |
| 8 | Apple Inc | 25.4K | $6.45M | 3.1% | −229 | Reduced |
| 9 | Profesionally Managed Portfo | 89.1K | $4.71M | 2.3% | +1.7K | Added |
| 10 | Spdr S&P 500 ETF Tr | 6.7K | $4.34M | 2.1% | +1.6K | Added |
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