Lynch Investment Planning

NEWTOWN SQUARE, PAfiles as Lynch Investment Planning, LLC

$130m in 56 US stocks at the end of 30 June 2026. The top 10 are 70.5% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$130m

Stocks

Top 10 share

70.5%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.4% of the fund
CaterpillarCAT
0.2% of the fund
Quanta ServicesPWR
0.2% of the fund
T Rowe Price Exchange-TradedTBUX
0.2% of the fund

Added

Bought more of a stock they already held.

Pimco ETF TRBOND
14.9% of the fund
+10%
State STR Spdr S&P 500 ETF TSPY
10.4% of the fund
+6%
Vanguard BD Index FDSBSV
7.9% of the fund
+21%
Ishares TRIEFA
6.3% of the fund
+10%
Ishares TRIJR
5.0% of the fund
+13%
Ishares TRAGG
4.7% of the fund
+8%
State STR Spdr DOW Jones INDDIA
4.4% of the fund
+7%
Vanguard Index FDSVTV
2.5% of the fund
+45%
Vanguard MUN BD FDSVCRM
1.0% of the fund
+42%
Ishares U S ETF TRNEAR
1.0% of the fund
+34%
JPMorgan ChaseJPM
0.6% of the fund
+3%
Wells Fargo & CompanyWFC
0.3% of the fund
+9%
Johnson & JohnsonJNJ
0.3% of the fund
+10%
Kinder MorganKMI
0.2% of the fund
+4%
Costco WholesaleCOST
0.2% of the fund
+10%

Cut

Sold some of their stake.

Invesco Exchange Traded FD TXMMO
2.9% of the fund
-3%
Ishares TROEF
2.0% of the fund
-7%
AppleAAPL
1.7% of the fund
-11%
Ishares TRIJH
1.2% of the fund
-5%
Dimensional ETF TrustDFAU
0.4% of the fund
-19%
Home DepotHD
0.3% of the fund
-15%
AbbVieABBV
0.3% of the fund
-2%
General DynamicsGD
0.2% of the fund
-5%
Illinois Tool WorksITW
0.2% of the fund
-21%
Realty IncomeO
0.2% of the fund
-4%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
ExxonMobil HoldingsXOM
-100%

Holdings

Pimco ETF TRBOND
Share
14.9%
Value
$19m
Shares
210,964
+10%
State STR Spdr S&P 500 ETF TSPY
Share
10.4%
Value
$13m
Shares
18,066
+6%
Vanguard BD Index FDSBSV
Share
7.9%
Value
$10m
Shares
132,781
+21%
Dimensional ETF TrustDUHP
Share
7.5%
Value
$10m
Shares
232,664
Held
Ishares TRIEFA
Share
6.3%
Value
$8m
Shares
85,477
+10%
Invesco Exch Traded FD TR IIQQQM
Share
5.5%
Value
$7m
Shares
23,567
Held
Ishares TRIJR
Share
5.0%
Value
$7m
Shares
44,121
+13%
Ishares TRAGG
Share
4.7%
Value
$6m
Shares
62,263
+8%
State STR Spdr DOW Jones INDDIA
Share
4.4%
Value
$6m
Shares
10,954
+7%
Ishares TRDGRO
Share
3.8%
Value
$5m
Shares
64,725
Held
Invesco Exchange Traded FD TXMMO
Share
2.9%
Value
$4m
Shares
22,049
-3%
Vanguard Index FDSVTV
Share
2.5%
Value
$3m
Shares
15,227
+45%
Ishares TROEF
Share
2.0%
Value
$3m
Shares
7,155
-7%
AlphabetGOOGL
Share
1.9%
Value
$3m
Shares
7,027
Held
AppleAAPL
Share
1.7%
Value
$2m
Shares
7,728
-11%
Invesco QQQ TRQQQ
Share
1.4%
Value
$2m
Shares
2,408
Held
Ishares TRIJH
Share
1.2%
Value
$2m
Shares
21,060
-5%
Vanguard MUN BD FDSVCRM
Share
1.0%
Value
$1m
Shares
17,593
+42%
Ishares U S ETF TRNEAR
Share
1.0%
Value
$1m
Shares
25,242
+34%
Vanguard Index FDSVOO
Share
0.9%
Value
$1m
Shares
1,751
Held
Amazon.comAMZN
Share
0.9%
Value
$1m
Shares
4,919
Held
MicrosoftMSFT
Share
0.9%
Value
$1m
Shares
3,083
Held
Ishares TREFA
Share
0.9%
Value
$1m
Shares
10,802
Held
Berkshire HathawayBRK-B
Share
0.8%
Value
$1m
Shares
2,135
Held
JPMorgan ChaseJPM
Share
0.6%
Value
$836,004
Shares
2,554
+3%
NvidiaNVDA
Share
0.5%
Value
$682,943
Shares
3,413
Held
Cisco SystemsCSCO
Share
0.4%
Value
$574,149
Shares
4,888
Held
DeereDE
Share
0.4%
Value
$562,763
Shares
887
Held
Automatic Data ProcessingADP
Share
0.4%
Value
$530,377
Shares
2,350
Held
WalmartWMT
Share
0.4%
Value
$519,642
Shares
4,588
Held
Dimensional ETF TrustDFAU
Share
0.4%
Value
$515,815
Shares
9,979
-19%
Advanced Micro DevicesAMD
Share
0.4%
Value
$498,421
Shares
858
New
Emerson ElectricEMR
Share
0.4%
Value
$460,577
Shares
3,217
Held
Home DepotHD
Share
0.3%
Value
$448,416
Shares
1,271
-15%
AbbVieABBV
Share
0.3%
Value
$427,696
Shares
1,700
-2%
Air Products & ChemicalsAPD
Share
0.3%
Value
$414,129
Shares
1,413
Held
Wells Fargo & CompanyWFC
Share
0.3%
Value
$402,989
Shares
4,876
+9%
Ishares TRSHV
Share
0.3%
Value
$388,763
Shares
3,523
Held
RTXRTX
Share
0.3%
Value
$371,681
Shares
1,959
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$340,066
Shares
1,339
+10%
Ishares TRIVV
Share
0.3%
Value
$338,510
Shares
452
Held
General DynamicsGD
Share
0.2%
Value
$313,857
Shares
886
-5%
BroadcomAVGO
Share
0.2%
Value
$312,022
Shares
826
Held
QualcommQCOM
Share
0.2%
Value
$299,175
Shares
1,619
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$286,887
Shares
1,301
Held
Elevance HealthELV
Share
0.2%
Value
$286,880
Shares
742
Held
International Business MachinesIBM
Share
0.2%
Value
$279,307
Shares
993
Held
Kinder MorganKMI
Share
0.2%
Value
$267,842
Shares
8,378
+4%
RBB FDXBIL
Share
0.2%
Value
$253,670
Shares
5,073
Held
Illinois Tool WorksITW
Share
0.2%
Value
$248,522
Shares
913
-21%
Costco WholesaleCOST
Share
0.2%
Value
$244,681
Shares
262
+10%
Vanguard Scottsdale FDSVONV
Share
0.2%
Value
$240,890
Shares
2,266
Held
CaterpillarCAT
Share
0.2%
Value
$235,343
Shares
221
New
Quanta ServicesPWR
Share
0.2%
Value
$226,813
Shares
315
New
T Rowe Price Exchange-TradedTBUX
Share
0.2%
Value
$219,936
Shares
4,419
New
Realty IncomeO
Share
0.2%
Value
$214,075
Shares
3,440
-4%

Company	Share of fund	Value	Shares	Change
Pimco ETF TRBOND	14.9%	$19m	210,964	+10%
State STR Spdr S&P 500 ETF TSPY	10.4%	$13m	18,066	+6%
Vanguard BD Index FDSBSV	7.9%	$10m	132,781	+21%
Dimensional ETF TrustDUHP	7.5%	$10m	232,664	Held
Ishares TRIEFA	6.3%	$8m	85,477	+10%
Invesco Exch Traded FD TR IIQQQM	5.5%	$7m	23,567	Held
Ishares TRIJR	5.0%	$7m	44,121	+13%
Ishares TRAGG	4.7%	$6m	62,263	+8%
State STR Spdr DOW Jones INDDIA	4.4%	$6m	10,954	+7%
Ishares TRDGRO	3.8%	$5m	64,725	Held
Invesco Exchange Traded FD TXMMO	2.9%	$4m	22,049	-3%
Vanguard Index FDSVTV	2.5%	$3m	15,227	+45%
Ishares TROEF	2.0%	$3m	7,155	-7%
AlphabetGOOGL	1.9%	$3m	7,027	Held
AppleAAPL	1.7%	$2m	7,728	-11%
Invesco QQQ TRQQQ	1.4%	$2m	2,408	Held
Ishares TRIJH	1.2%	$2m	21,060	-5%
Vanguard MUN BD FDSVCRM	1.0%	$1m	17,593	+42%
Ishares U S ETF TRNEAR	1.0%	$1m	25,242	+34%
Vanguard Index FDSVOO	0.9%	$1m	1,751	Held
Amazon.comAMZN	0.9%	$1m	4,919	Held
MicrosoftMSFT	0.9%	$1m	3,083	Held
Ishares TREFA	0.9%	$1m	10,802	Held
Berkshire HathawayBRK-B	0.8%	$1m	2,135	Held
JPMorgan ChaseJPM	0.6%	$836,004	2,554	+3%
NvidiaNVDA	0.5%	$682,943	3,413	Held
Cisco SystemsCSCO	0.4%	$574,149	4,888	Held
DeereDE	0.4%	$562,763	887	Held
Automatic Data ProcessingADP	0.4%	$530,377	2,350	Held
WalmartWMT	0.4%	$519,642	4,588	Held
Dimensional ETF TrustDFAU	0.4%	$515,815	9,979	-19%
Advanced Micro DevicesAMD	0.4%	$498,421	858	New
Emerson ElectricEMR	0.4%	$460,577	3,217	Held
Home DepotHD	0.3%	$448,416	1,271	-15%
AbbVieABBV	0.3%	$427,696	1,700	-2%
Air Products & ChemicalsAPD	0.3%	$414,129	1,413	Held
Wells Fargo & CompanyWFC	0.3%	$402,989	4,876	+9%
Ishares TRSHV	0.3%	$388,763	3,523	Held
RTXRTX	0.3%	$371,681	1,959	Held
Johnson & JohnsonJNJ	0.3%	$340,066	1,339	+10%
Ishares TRIVV	0.3%	$338,510	452	Held
General DynamicsGD	0.2%	$313,857	886	-5%
BroadcomAVGO	0.2%	$312,022	826	Held
QualcommQCOM	0.2%	$299,175	1,619	Held
Lowe's CompaniesLOW	0.2%	$286,887	1,301	Held
Elevance HealthELV	0.2%	$286,880	742	Held
International Business MachinesIBM	0.2%	$279,307	993	Held
Kinder MorganKMI	0.2%	$267,842	8,378	+4%
RBB FDXBIL	0.2%	$253,670	5,073	Held
Illinois Tool WorksITW	0.2%	$248,522	913	-21%
Costco WholesaleCOST	0.2%	$244,681	262	+10%
Vanguard Scottsdale FDSVONV	0.2%	$240,890	2,266	Held
CaterpillarCAT	0.2%	$235,343	221	New
Quanta ServicesPWR	0.2%	$226,813	315	New
T Rowe Price Exchange-TradedTBUX	0.2%	$219,936	4,419	New
Realty IncomeO	0.2%	$214,075	3,440	-4%

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 24.7% since 31 December 2025.

Where the money is

Technology4.6%

Industrials2.3%

Media & telecom1.9%

Financial services1.8%

Retail & consumer1.5%

Health care0.8%

Everyday goods0.6%

Materials0.3%

Energy0.2%

Real estate0.2%

Other85.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.