Institutional Fund
Lynch Investment Planning, LLC
Newtown Square, PACIK 21103542 filings on record
Portfolio Value
$111.29M
Q1 2026
Holdings
54
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+6.6%
from $104.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pimco ETF Tr15.9%
- Spdr S&P 500 ETF Tr10.0%
- Vanguard Bd Index Fds7.7%
- Dimensional ETF Trust7.6%
- Ishares Tr6.3%
- Ishares Tr5.1%
- Other47.2%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 192.2K | $17.74M | 15.9% | +39.1K | Added |
| 2 | Spdr S&P 500 ETF Tr | 17.1K | $11.13M | 10.0% | +1.1K | Added |
| 3 | Vanguard Bd Index Fds | 109.6K | $8.59M | 7.7% | +15.0K | Added |
| 4 | Dimensional ETF Trust | 230.5K | $8.47M | 7.6% | +28 | Added |
| 5 | Ishares Tr | 77.9K | $7.06M | 6.3% | +27.8K | Added |
| 6 | Ishares Tr | 57.6K | $5.72M | 5.1% | +7.0K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 23.4K | $5.57M | 5.0% | +1.3K | Added |
| 8 | Ishares Tr | 38.9K | $4.83M | 4.3% | +12.7K | Added |
| 9 | Spdr Dow Jones Indl Average | 10.2K | $4.73M | 4.3% | +1.1K | Added |
| 10 | Ishares Tr | 63.5K | $4.46M | 4.0% | +534 | Added |
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