13F-HR filed by Lynch Investment Planning, LLC
Lynch Investment Planning, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-24, with 54 holding rows worth $104,379,232.
- Accession
- 0001754960-26-000191
- Filer
- CIK 2110354
- Filed
- 2026-02-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 54 entries on the cover page, a total value of $104,379,232 stated on the cover page (in dollars after the unit check, H1), rows summing to $104,379,232 with VALUE read as dollars as filed, 13F file number 028-26688. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 153,154 | $14,316,850 | dollars as filed | |
| SPY | 78462F103 | SHS | 15,997 | $10,941,026 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 230,470 | $8,764,768 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 94,622 | $7,457,141 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 22,086 | $5,585,958 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 50,644 | $5,058,288 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 13,796 | $4,731,592 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 50,131 | $4,484,709 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 9,097 | $4,381,309 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 62,953 | $4,370,166 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 26,221 | $3,151,292 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 22,003 | $3,046,497 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,150 | $2,237,870 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,005 | $2,176,234 | dollars as filed | |
| IJH | 464287507 | COM | 26,103 | $1,722,813 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,245 | $1,569,553 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,461 | $1,511,723 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 7,359 | $1,405,519 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 12,052 | $1,157,324 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,945 | $1,141,450 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,223 | $1,117,326 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,722 | $1,079,985 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 17,993 | $919,442 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,541 | $818,642 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907712 | CORE TAX EXEMPT | 9,440 | $713,381 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 14,135 | $661,518 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,489 | $650,773 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,460 | $636,873 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,629 | $560,578 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,811 | $537,111 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,214 | $426,553 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,451 | $414,807 | dollars as filed | |
| Deere & Company | 244199105 | COM | 882 | $412,257 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 3,686 | $406,013 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,190 | $401,612 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,741 | $397,758 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,034 | $387,760 | dollars as filed | |
| RBB FD INC | 74933W460 | US TRSRY 6 MNTH | 6,932 | $347,073 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,395 | $344,678 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 970 | $326,604 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,289 | $310,822 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 868 | $300,415 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,200 | $297,444 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 981 | $290,685 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,678 | $287,022 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,436 | $280,066 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 754 | $264,388 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,267 | $262,224 | dollars as filed | |
| WISDOMTREE TR | 97717X651 | US S CAP QTY DIV | 4,766 | $236,498 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 3,971 | $224,917 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 8,067 | $221,761 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 254 | $218,653 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,747 | $210,259 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 2,496 | $201,252 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000191 | this filing | 2026-02-24 | acceptance time not in the bulk data set |