Lynch Investment Planning, LLC

NEWTOWN SQUARE, PA · CIK 2110354 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNewtown Square, PA

$130.2m reported value +17.0% vs Q1 2026

56positions

70.5%in top 10

4 new 32 added 15 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	210,964	$19.5m14.95%	14.95%	Added +18.7k	+18,720 9.7%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,066	$13.5m10.37%	10.37%	Added +995	+995 5.8%
3	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	132,781	$10.3m7.95%	7.95%	Added +23.2k	+23,188 21.2%
4	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		232,664	$9.7m7.46%	7.46%	Added +2.2k	+2,166 0.9%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	85,477	$8.3m6.34%	6.34%	Added +7.5k	+7,540 9.7%
6	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	23,567	$7.1m5.49%	5.49%	Added +133	+133 0.6%
7	ISHARES TR CORE S&P SCP ETF IJR	IJR	44,121	$6.5m5.03%	5.03%	Added +5.2k	+5,241 13.5%
8	ISHARES TR CORE US AGGBD ET AGG	AGG	62,263	$6.2m4.73%	4.73%	Added +4.6k	+4,645 8.1%
9	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	10,954	$5.7m4.41%	4.41%	Added +761	+761 7.5%
10	ISHARES TR CORE DIV GRWTH DGRO	DGRO	64,725	$4.9m3.77%	3.77%	Added +1.2k	+1,238 1.9%
11	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	22,049	$3.8m2.88%	2.88%	Reduced -713	-713 -3.1%
12	VANGUARD INDEX FDS VALUE ETF VTV	VTV	15,227	$3.3m2.55%	2.55%	Added +4.7k	+4,749 45.3%
13	ISHARES TR S&P 100 ETF OEF	OEF	7,155	$2.6m2.01%	2.01%	Reduced -510	-510 -6.7%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,027	$2.5m1.93%	1.93%	Reduced -44	-44 -0.6%
15	APPLE INC COM AAPL	AAPL	7,728	$2.2m1.72%	1.72%	Reduced -997	-997 -11.4%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,408	$1.8m1.36%	1.36%	Reduced -14	-14 -0.6%
17	ISHARES TR CORE S&P MCP ETF IJH	IJH	21,060	$1.6m1.25%	1.25%	Reduced -1.0k	-1,038 -4.7%
18	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	17,593	$1.3m1.03%	1.03%	Added +5.2k	+5,214 42.1%
19	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	25,242	$1.3m0.98%	0.98%	Added +6.5k	+6,451 34.3%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,751	$1.2m0.92%	0.92%	Added +1	+1 0.1%
21	AMAZON COM INC COM AMZN	AMZN	4,919	$1.2m0.90%	0.90%	Reduced -6	-6 -0.1%
22	MICROSOFT CORP COM MSFT	MSFT	3,083	$1.1m0.88%	0.88%	Reduced -49	-49 -1.6%
23	ISHARES TR MSCI EAFE ETF EFA	EFA	10,802	$1.1m0.86%	0.86%	Added +110	+110 1.0%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,135	$1.1m0.82%	0.82%	Unchanged
25	JPMORGAN CHASE & CO COM JPM	JPM	2,554	$836.0k0.64%	0.64%	Added +84	+84 3.4%
26	NVIDIA CORPORATION COM NVDA	NVDA	3,413	$682.9k0.52%	0.52%	Reduced -13	-13 -0.4%
27	CISCO SYS INC COM CSCO	CSCO	4,888	$574.1k0.44%	0.44%	Added +2	+2 0.0%
28	DEERE & CO COM DE	DE	887	$562.8k0.43%	0.43%	Added +2	+2 0.2%
29	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,350	$530.4k0.41%	0.41%	Unchanged
30	WALMART INC COM WMT	WMT	4,588	$519.6k0.40%	0.40%	Added +2	+2 0.0%
31	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	9,979	$515.8k0.40%	0.40%	Reduced -2.3k	-2,293 -18.7%
32	ADVANCED MICRO DEVICES INC COM AMD	AMD	858	$498.4k0.38%	0.38%	New
33	EMERSON ELEC CO COM EMR	EMR	3,217	$460.6k0.35%	0.35%	Added +1	+1 0.0%
34	HOME DEPOT INC COM HD	HD	1,271	$448.4k0.34%	0.34%	Reduced -225	-225 -15.0%
35	ABBVIE INC COM ABBV	ABBV	1,700	$427.7k0.33%	0.33%	Reduced -42	-42 -2.4%
36	AIR PRODS & CHEMS INC COM APD	APD	1,413	$414.1k0.32%	0.32%	Added +9	+9 0.6%
37	WELLS FARGO CO NEW COM WFC	WFC	4,876	$403.0k0.31%	0.31%	Added +400	+400 8.9%
38	ISHARES TR SHORT TREAS BD SHV	SHV	3,523	$388.8k0.30%	0.30%	Unchanged
39	RTX CORPORATION COM RTX	RTX	1,959	$371.7k0.29%	0.29%	Unchanged
40	JOHNSON & JOHNSON COM JNJ	JNJ	1,339	$340.1k0.26%	0.26%	Added +125	+125 10.3%
41	ISHARES TR CORE S&P500 ETF IVV	IVV	452	$338.5k0.26%	0.26%	Added +1	+1 0.2%
42	GENERAL DYNAMICS CORP COM GD	GD	886	$313.9k0.24%	0.24%	Reduced -42	-42 -4.5%
43	BROADCOM INC COM AVGO	AVGO	826	$312.0k0.24%	0.24%	Unchanged
44	QUALCOMM INC COM QCOM	QCOM	1,619	$299.2k0.23%	0.23%	Added +10	+10 0.6%
45	LOWES COS INC COM LOW	LOW	1,301	$286.9k0.22%	0.22%	Added +7	+7 0.5%
46	ELEVANCE HEALTH INC COM ELV	ELV	742	$286.9k0.22%	0.22%	Added +3	+3 0.4%
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	993	$279.3k0.21%	0.21%	Added +5	+5 0.5%
48	KINDER MORGAN INC DEL COM KMI	KMI	8,378	$267.8k0.21%	0.21%	Added +305	+305 3.8%
49	RBB FD INC US TRSRY 6 MNTH XBIL	XBIL	5,073	$253.7k0.19%	0.19%	Added +6	+6 0.1%
50	ILLINOIS TOOL WKS INC COM ITW	ITW	913	$248.5k0.19%	0.19%	Reduced -237	-237 -20.6%
51	COSTCO WHSL CORP NEW COM COST	COST	262	$244.7k0.19%	0.19%	Added +23	+23 9.6%
52	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	2,266	$240.9k0.19%	0.19%	Added +8	+8 0.3%
53	CATERPILLAR INC COM CAT	CAT	221	$235.3k0.18%	0.18%	New
54	QUANTA SVCS INC COM PWR	PWR	315	$226.8k0.17%	0.17%	New
55	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	4,419	$219.9k0.17%	0.17%	New
56	REALTY INCOME CORP COM O	O	3,440	$214.1k0.16%	0.16%	Reduced -158	-158 -4.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		692	$313.1k692 shares
EXXON MOBIL CORP XOM	XOM	1,756	$297.9k1.8k shares