# Lynch Investment Planning, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2110354. Source: https://holderbook.com/funds/2110354-lynch-investment-planning-llc/

- Reported value: $130.2M
- Positions: 56
- Weight of the ten largest: 70.5%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $19.5M | 210,964 | 14.9% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.5M | 18,066 | 10.4% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $10.3M | 132,781 | 7.9% | 3 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $9.7M | 232,664 | 7.5% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $8.3M | 85,477 | 6.3% | 3 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $7.1M | 23,567 | 5.5% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $6.5M | 44,121 | 5.0% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $6.2M | 62,263 | 4.7% | 3 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $5.7M | 10,954 | 4.4% | 3 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $4.9M | 64,725 | 3.8% | 3 |
| INVESCO EXCHANGE TRADED FD T | [XMMO](https://holderbook.com/stocks/XMMO/) | $3.8M | 22,049 | 2.9% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $3.3M | 15,227 | 2.5% | 3 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $2.6M | 7,155 | 2.0% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.5M | 7,027 | 1.9% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.2M | 7,728 | 1.7% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.8M | 2,408 | 1.4% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.6M | 21,060 | 1.2% | 3 |
| VANGUARD MUN BD FDS | [VCRM](https://holderbook.com/stocks/VCRM/) | $1.3M | 17,593 | 1.0% | 3 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $1.3M | 25,242 | 1.0% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.2M | 1,751 | 0.9% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.2M | 4,919 | 0.9% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.1M | 3,083 | 0.9% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.1M | 10,802 | 0.9% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.1M | 2,135 | 0.8% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $836.0K | 2,554 | 0.6% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $682.9K | 3,413 | 0.5% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $574.1K | 4,888 | 0.4% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $562.8K | 887 | 0.4% | 3 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $530.4K | 2,350 | 0.4% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $519.6K | 4,588 | 0.4% | 3 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $515.8K | 9,979 | 0.4% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $498.4K | 858 | 0.4% | 1 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $460.6K | 3,217 | 0.4% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $448.4K | 1,271 | 0.3% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $427.7K | 1,700 | 0.3% | 3 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $414.1K | 1,413 | 0.3% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $403.0K | 4,876 | 0.3% | 3 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $388.8K | 3,523 | 0.3% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $371.7K | 1,959 | 0.3% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $340.1K | 1,339 | 0.3% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $338.5K | 452 | 0.3% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $313.9K | 886 | 0.2% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $312.0K | 826 | 0.2% | 3 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $299.2K | 1,619 | 0.2% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $286.9K | 1,301 | 0.2% | 3 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $286.9K | 742 | 0.2% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $279.3K | 993 | 0.2% | 3 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $267.8K | 8,378 | 0.2% | 3 |
| RBB FD INC | [XBIL](https://holderbook.com/stocks/XBIL/) | $253.7K | 5,073 | 0.2% | 3 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $248.5K | 913 | 0.2% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $244.7K | 262 | 0.2% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $240.9K | 2,266 | 0.2% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $235.3K | 221 | 0.2% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $226.8K | 315 | 0.2% | 1 |
| T ROWE PRICE EXCHANGE-TRADED | [TBUX](https://holderbook.com/stocks/TBUX/) | $219.9K | 4,419 | 0.2% | 1 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $214.1K | 3,440 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.4% | 100% |
| Q1 2026 | -2.3% | -4.6% | +2.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $130.2M | 56 |
| Q1 2026 | $111.3M | 54 |
| Q4 2025 | $104.4M | 54 |