Sponsored

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

Currently, Lynch Investment Planning, LLC holds 56 types of securities in its portfolio with a total value $130.2M. In the most recent quarter, they have increased their positions in BSV (+23.2K shares, valued at $1.8M), BOND (+18.7K shares, valued at $1.7M), VTV (+4.7K shares, valued at $1.0M); decreased their positions in AAPL (-997 shares, valued at $288.5K), OEF (-510 shares, valued at $186.6K), XMMO (-713 shares, valued at $121.3K); initiated new positions in AMD (+858 shares, valued at $498.4K), CAT (+221 shares, valued at $235.3K), N/A (+315 shares, valued at $226.8K).

1M P&L

-1.1M-1.17%

3M P&L

-527.1K-0.55%

HY P&L

+7.1M+8.09%

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/A83.5M

84.4%

2Internet Content & Information2.5M

2.5%

3Consumer Electronics2.2M

2.3%

Top Industries by Stock Count

1N/A21 stocks

46.7%

2Semiconductors3 stocks

6.7%

3Farm & Heavy Construction Machinery2 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOND PIMCO ETF TR211.0K shares9.74%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.1K shares5.83%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS132.8K shares21.16%2026-06-302026-07-17

DUHP DIMENSIONAL ETF TRUST232.7K shares0.94%2026-06-302026-07-17

ISHARES TR ISHARES TR85.5K shares9.67%2026-06-302026-07-17

QQQM INVESCO EXCH TRADED FD TR II23.6K shares0.57%2026-06-302026-07-17

IJR ISHARES TR44.1K shares13.48%2026-06-302026-07-17

ISHARES TR ISHARES TR62.3K shares8.06%2026-06-302026-07-17

Sponsored

DIA STATE STR SPDR DOW JONES IND11.0K shares7.47%2026-06-302026-07-17

DGRO ISHARES TR64.7K shares1.95%2026-06-302026-07-17

XMMO INVESCO EXCHANGE TRADED FD T22.0K shares-3.13%2026-06-302026-07-17

VTV VANGUARD INDEX FDS15.2K shares45.32%2026-06-302026-07-17

OEF ISHARES TR7.2K shares-6.65%2026-06-302026-07-17

GOOGL ALPHABET INC7.0K shares-0.62%2026-06-302026-07-17

AAPL APPLE INC7.7K shares-11.43%2026-06-302026-07-17

QQQ INVESCO QQQ TR2.4K shares-0.58%2026-06-302026-07-17

Sponsored

IJH ISHARES TR21.1K shares-4.70%2026-06-302026-07-17

VCRM VANGUARD MUN BD FDS17.6K shares42.12%2026-06-302026-07-17

NEAR ISHARES U S ETF TR25.2K shares34.33%2026-06-302026-07-17

VOO VANGUARD INDEX FDS1.8K shares0.06%2026-06-302026-07-17

AMZN AMAZON COM INC4.9K shares-0.12%2026-06-302026-07-17

MSFT MICROSOFT CORP3.1K shares-1.56%2026-06-302026-07-17

EFA ISHARES TR10.8K shares1.03%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2026-06-302026-07-17

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares3.40%2026-06-302026-07-17

NVDA NVIDIA CORPORATION3.4K shares-0.38%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC4.9K shares0.04%2026-06-302026-07-17

DE DEERE & CO887 shares0.23%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN2.4K shares0.00%2026-06-302026-07-17

WMT WALMART INC4.6K shares0.04%2026-06-302026-07-17

DFAU DIMENSIONAL ETF TRUST10.0K shares-18.68%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC858 sharesnew addition2026-06-302026-07-17

Sponsored

EMR EMERSON ELEC CO3.2K shares0.03%2026-06-302026-07-17

HD HOME DEPOT INC1.3K shares-15.04%2026-06-302026-07-17

ABBVIE INC ABBVIE INC1.7K shares-2.41%2026-06-302026-07-17

APD AIR PRODUCTS AND CHEMICALS I1.4K shares0.64%2026-06-302026-07-17

WFC WELLS FARGO & CO4.9K shares8.94%2026-06-302026-07-17

SHV ISHARES TR3.5K shares0.00%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION2.0K shares0.00%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.3K shares10.30%2026-06-302026-07-17

Sponsored

ISHARES TR ISHARES TR452 shares0.22%2026-06-302026-07-17

GD GENERAL DYNAMICS CORP886 shares-4.53%2026-06-302026-07-17

BROADCOM INC BROADCOM INC826 shares0.00%2026-06-302026-07-17

QCOM QUALCOMM INC1.6K shares0.62%2026-06-302026-07-17

LOW LOWES COS INC1.3K shares0.54%2026-06-302026-07-17

ELV ELEVANCE HEALTH INC FORMERLY742 shares0.41%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS993 shares0.51%2026-06-302026-07-17

KMI KINDER MORGAN INC DEL8.4K shares3.78%2026-06-302026-07-17

Sponsored

XBIL RBB FD INC5.1K shares0.12%2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC913 shares-20.61%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION262 shares9.62%2026-06-302026-07-17

VONV VANGUARD SCOTTSDALE FDS2.3K shares0.35%2026-06-302026-07-17

CAT CATERPILLAR INC221 sharesnew addition2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC315 sharesnew addition2026-06-302026-07-17

TBUX T ROWE PRICE EXCHANGE-TRADED4.4K sharesnew addition2026-06-302026-07-17

O REALTY INCOME CORP3.4K shares-4.39%2026-06-302026-07-17

Sponsored

BOND

PIMCO ETF TR

9.74%

Shares211.0K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

5.83%

Shares18.1K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

21.16%

Shares132.8K

Event2026-06-30

Filed2026-07-17

DUHP

DIMENSIONAL ETF TRUST

0.94%

Shares232.7K

Event2026-06-30

Filed2026-07-17

ISHARES TR

9.67%

Shares85.5K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

0.57%

Shares23.6K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

13.48%

Shares44.1K

Event2026-06-30

Filed2026-07-17

ISHARES TR

8.06%

Shares62.3K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

7.47%

Shares11.0K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

1.95%

Shares64.7K

Event2026-06-30

Filed2026-07-17

XMMO

INVESCO EXCHANGE TRADED FD T

-3.13%

Shares22.0K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

45.32%

Shares15.2K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

-6.65%

Shares7.2K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-0.62%

Shares7.0K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-11.43%

Shares7.7K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-0.58%

Shares2.4K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-4.70%

Shares21.1K

Event2026-06-30

Filed2026-07-17

VCRM

VANGUARD MUN BD FDS

42.12%

Shares17.6K

Event2026-06-30

Filed2026-07-17

NEAR

ISHARES U S ETF TR

34.33%

Shares25.2K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-0.12%

Shares4.9K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-1.56%

Shares3.1K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

1.03%

Shares10.8K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

3.40%

Shares2.6K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

0.04%

Shares4.9K

Event2026-06-30

Filed2026-07-17

DEERE & CO

0.23%

Shares887

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

0.04%

Shares4.6K

Event2026-06-30

Filed2026-07-17

DFAU

DIMENSIONAL ETF TRUST

-18.68%

Shares10.0K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares858

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-15.04%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

-2.41%

Shares1.7K

Event2026-06-30

Filed2026-07-17

APD

AIR PRODUCTS AND CHEMICALS I

0.64%

Shares1.4K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

8.94%

Shares4.9K

Event2026-06-30

Filed2026-07-17

SHV

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

10.30%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.22%

Shares452

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

-4.53%

Shares886

Event2026-06-30

Filed2026-07-17

BROADCOM INC

0.00%

Shares826

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

0.62%

Shares1.6K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

0.54%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ELV

ELEVANCE HEALTH INC FORMERLY

0.41%

Shares742

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

0.51%

Shares993

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

3.78%

Shares8.4K

Event2026-06-30

Filed2026-07-17

XBIL

RBB FD INC

0.12%

Shares5.1K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

-20.61%

Shares913

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

9.62%

Shares262

Event2026-06-30

Filed2026-07-17

VONV

VANGUARD SCOTTSDALE FDS

0.35%

Shares2.3K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

New

Shares221

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

New

Shares315

Event2026-06-30

Filed2026-07-17

TBUX

T ROWE PRICE EXCHANGE-TRADED

New

Shares4.4K

Event2026-06-30

Filed2026-07-17

REALTY INCOME CORP

-4.39%

Shares3.4K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available