13F HOLDINGS REPORT
Lynch Investment Planning, LLC
Quarter ended Q4 2025 · Filed February 24, 2026 · Accession 0001754960-26-000191
Total Value
$104.4M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PIMCO ETF TR | 72201R775 | 153,154 | $14.3M | 13.72% |
| 2 | SPDR S&P 500 ETF TR | SPY | 15,997 | $10.9M | 10.48% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 230,470 | $8.8M | 8.40% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 94,622 | $7.5M | 7.14% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 22,086 | $5.6M | 5.35% |
| 6 | ISHARES TR | 464287226 | 50,644 | $5.1M | 4.85% |
| 7 | ISHARES TR | 464287101 | 13,796 | $4.7M | 4.53% |
| 8 | ISHARES TR | 46432F842 | 50,131 | $4.5M | 4.30% |
| 9 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 9,097 | $4.4M | 4.20% |
| 10 | ISHARES TR | 46434V621 | 62,953 | $4.4M | 4.19% |
| 11 | ISHARES TR | 464287804 | 26,221 | $3.2M | 3.02% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 22,003 | $3.0M | 2.92% |
| 13 | ALPHABET INC | GOOG | 7,150 | $2.2M | 2.14% |
| 14 | APPLE INC | AAPL | 8,005 | $2.2M | 2.08% |
| 15 | ISHARES TR | 464287507 | 26,103 | $1.7M | 1.65% |
| 16 | MICROSOFT CORP | MSFT | 3,245 | $1.6M | 1.50% |
| 17 | INVESCO QQQ TR | IVZ | 2,461 | $1.5M | 1.45% |
| 18 | VANGUARD INDEX FDS | 922908744 | 7,359 | $1.4M | 1.35% |
| 19 | ISHARES TR | 464287465 | 12,052 | $1.2M | 1.11% |
| 20 | AMAZON COM INC | AMZN | 4,945 | $1.1M | 1.09% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,223 | $1.1M | 1.07% |
| 22 | VANGUARD INDEX FDS | 922908363 | 1,722 | $1.1M | 1.03% |
| 23 | ISHARES U S ETF TR | 46431W507 | 17,993 | $919,442 | 0.88% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 2,541 | $818,642 | 0.78% |
| 25 | VANGUARD MUN BD FDS | 922907712 | 9,440 | $713,381 | 0.68% |
| 26 | DIMENSIONAL ETF TRUST | 25434V104 | 14,135 | $661,518 | 0.63% |
| 27 | NVIDIA CORPORATION | NVDA | 3,489 | $650,773 | 0.62% |
| 28 | AUTOMATIC DATA PROCESSING IN | ADP | 2,460 | $636,873 | 0.61% |
| 29 | HOME DEPOT INC | HD | 1,629 | $560,578 | 0.54% |
| 30 | WALMART INC | WMT | 4,811 | $537,111 | 0.51% |
| 31 | EMERSON ELEC CO | EMR | 3,214 | $426,553 | 0.41% |
| 32 | WELLS FARGO CO NEW | 949746101 | 4,451 | $414,807 | 0.40% |
| 33 | DEERE & CO | DE | 882 | $412,257 | 0.39% |
| 34 | ISHARES TR | 464288679 | 3,686 | $406,013 | 0.39% |
| 35 | RTX CORPORATION | RTX | 2,190 | $401,612 | 0.38% |
| 36 | ABBVIE INC | ABBV | 1,741 | $397,758 | 0.38% |
| 37 | CISCO SYS INC | CSCO | 5,034 | $387,760 | 0.37% |
| 38 | RBB FD INC | 74933W460 | 6,932 | $347,073 | 0.33% |
| 39 | AIR PRODS & CHEMS INC | AIIR | 1,395 | $344,678 | 0.33% |
| 40 | GENERAL DYNAMICS CORP | GD | 970 | $326,604 | 0.31% |
| 41 | LOWES COS INC | 548661107 | 1,289 | $310,822 | 0.30% |
| 42 | BROADCOM INC | AVGO | 868 | $300,415 | 0.29% |
| 43 | ILLINOIS TOOL WKS INC | 452308109 | 1,200 | $297,444 | 0.28% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 981 | $290,685 | 0.28% |
| 45 | QUALCOMM INC | QCOM | 1,678 | $287,022 | 0.27% |
| 46 | HONEYWELL INTL INC | 438516106 | 1,436 | $280,066 | 0.27% |
| 47 | ELEVANCE HEALTH INC FORMERLY | ELV | 754 | $264,388 | 0.25% |
| 48 | JOHNSON & JOHNSON | JNJ | 1,267 | $262,224 | 0.25% |
| 49 | WISDOMTREE TR | WT | 4,766 | $236,498 | 0.23% |
| 50 | REALTY INCOME CORP | O | 3,971 | $224,917 | 0.22% |
| 51 | KINDER MORGAN INC DEL | EP-PC | 8,067 | $221,761 | 0.21% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 254 | $218,653 | 0.21% |
| 53 | EXXON MOBIL CORP | XOM | 1,747 | $210,259 | 0.20% |
| 54 | ISHARES TR | 464288513 | 2,496 | $201,252 | 0.19% |