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The Analysis of Lynch Investment Planning, LLC's Holdings & P&L

Currently, Lynch Investment Planning, LLC holds 54 types of securities in its portfolio with a total value $111.3M. In the most recent quarter, they have increased their positions in BOND (+39.1K shares, valued at $3.6M), IEFA (+27.8K shares, valued at $2.5M), IJR (+12.7K shares, valued at $1.6M); decreased their positions in OEF (-6.1K shares, valued at $1.9M), IJH (-4.0K shares, valued at $270.5K), EFA (-1.4K shares, valued at $132.1K); initiated new positions in IVV (+451 shares, valued at $294.6K), VONV (+2.3K shares, valued at $211.7K).

1M P&L

+6.5K+0.01%

3M P&L

+2.7M+2.46%

HY P&L

+4.4M+4.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A92.2M

87.6%

2Consumer Electronics2.2M

2.1%

3Software - Infrastructure1.2M

1.1%

Top Industries by Stock Count

1N/A22 stocks

45.8%

2Drug Manufacturers - General2 stocks

4.2%

3Discount Stores2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOND PIMCO ETF TR192.2K shares25.52%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T17.1K shares6.71%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS109.6K shares15.82%2026-03-312026-05-13

DUHP DIMENSIONAL ETF TRUST230.5K shares0.01%2026-03-312026-05-13

IEFA ISHARES TR77.9K shares55.47%2026-03-312026-05-13

AGG ISHARES TR57.6K shares13.77%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II23.4K shares6.10%2026-03-312026-05-13

IJR ISHARES TR38.9K shares48.28%2026-03-312026-05-13

Sponsored

DIA STATE STR SPDR DOW JONES IND10.2K shares12.05%2026-03-312026-05-13

DGRO ISHARES TR63.5K shares0.85%2026-03-312026-05-13

XMMO INVESCO EXCHANGE TRADED FD T22.8K shares3.45%2026-03-312026-05-13

OEF ISHARES TR7.7K shares-44.44%2026-03-312026-05-13

AAPL APPLE INC8.7K shares8.99%2026-03-312026-05-13

VTV VANGUARD INDEX FDS10.5K shares42.38%2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.1K shares-1.10%2026-03-312026-05-13

IJH ISHARES TR22.1K shares-15.34%2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-1.58%2026-03-312026-05-13

MSFT MICROSOFT CORP3.1K shares-3.48%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares1.63%2026-03-312026-05-13

EFA ISHARES TR10.7K shares-11.28%2026-03-312026-05-13

AMZN AMAZON COM INC4.9K shares-0.40%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-3.96%2026-03-312026-05-13

NEAR ISHARES U S ETF TR18.8K shares4.44%2026-03-312026-05-13

VCRM VANGUARD MUN BD FDS12.4K shares31.13%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO2.5K shares-2.79%2026-03-312026-05-13

NVDA NVIDIA CORPORATION3.4K shares-1.81%2026-03-312026-05-13

WMT WALMART INC4.6K shares-4.68%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST12.3K shares-13.18%2026-03-312026-05-13

DE DEERE & CO885 shares0.34%2026-03-312026-05-13

HD HOME DEPOT INC1.5K shares-8.16%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN2.4K shares-4.47%2026-03-312026-05-13

EMR EMERSON ELEC CO3.2K shares0.06%2026-03-312026-05-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.4K shares0.65%2026-03-312026-05-13

SHV ISHARES TR3.5K shares-4.42%2026-03-312026-05-13

CSCO CISCO SYS INC4.9K shares-2.94%2026-03-312026-05-13

ABBV ABBVIE INC1.7K shares0.06%2026-03-312026-05-13

RTX RTX CORPORATION2.0K shares-10.55%2026-03-312026-05-13

WFC WELLS FARGO & CO4.5K shares0.56%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP928 shares-4.33%2026-03-312026-05-13

HON HONEYWELL INTL INC1.4K shares-3.55%2026-03-312026-05-13

Sponsored

LOW LOWES COS INC1.3K shares0.39%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC1.1K shares-4.17%2026-03-312026-05-13

XOM EXXON MOBIL CORP1.8K shares0.52%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.2K shares-4.18%2026-03-312026-05-13

IVV ISHARES TR451 sharesnew addition2026-03-312026-05-13

KMI KINDER MORGAN INC DEL8.1K shares0.07%2026-03-312026-05-13

BROADCOM INC BROADCOM INC826 shares-4.84%2026-03-312026-05-13

XBIL RBB FD INC5.1K shares-26.90%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS988 shares0.71%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION239 shares-5.91%2026-03-312026-05-13

O REALTY INCOME CORP3.6K shares-9.39%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY739 shares-1.99%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2026-03-312026-05-13

QCOM QUALCOMM INC1.6K shares-4.11%2026-03-312026-05-13

BOND

PIMCO ETF TR

25.52%

Shares192.2K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

6.71%

Shares17.1K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

15.82%

Shares109.6K

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL ETF TRUST

0.01%

Shares230.5K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

55.47%

Shares77.9K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

13.77%

Shares57.6K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

6.10%

Shares23.4K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

48.28%

Shares38.9K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

12.05%

Shares10.2K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

0.85%

Shares63.5K

Event2026-03-31

Filed2026-05-13

XMMO

INVESCO EXCHANGE TRADED FD T

3.45%

Shares22.8K

Event2026-03-31

Filed2026-05-13

OEF

ISHARES TR

-44.44%

Shares7.7K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

8.99%

Shares8.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

42.38%

Shares10.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.10%

Shares7.1K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-15.34%

Shares22.1K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-1.58%

Shares2.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-3.48%

Shares3.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.63%

Shares1.8K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-11.28%

Shares10.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.40%

Shares4.9K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-3.96%

Shares2.1K

Event2026-03-31

Filed2026-05-13

NEAR

ISHARES U S ETF TR

4.44%

Shares18.8K

Event2026-03-31

Filed2026-05-13

VCRM

VANGUARD MUN BD FDS

31.13%

Shares12.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-2.79%

Shares2.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-1.81%

Shares3.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-4.68%

Shares4.6K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

-13.18%

Shares12.3K

Event2026-03-31

Filed2026-05-13

DEERE & CO

0.34%

Shares885

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-8.16%

Shares1.5K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

-4.47%

Shares2.4K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

0.06%

Shares3.2K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

0.65%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

-4.42%

Shares3.5K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-2.94%

Shares4.9K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-10.55%

Shares2.0K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

0.56%

Shares4.5K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

-4.33%

Shares928

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-3.55%

Shares1.4K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.39%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

-4.17%

Shares1.1K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.52%

Shares1.8K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-4.18%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

New

Shares451

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

0.07%

Shares8.1K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-4.84%

Shares826

Event2026-03-31

Filed2026-05-13

XBIL

RBB FD INC

-26.90%

Shares5.1K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

0.71%

Shares988

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-5.91%

Shares239

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

-9.39%

Shares3.6K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

-1.99%

Shares739

Event2026-03-31

Filed2026-05-13

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

-4.11%

Shares1.6K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available