Lynch Investment Planning
Lynch Investment Planning reported 233 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BOND (11.7%), SPY (10.5%) and BSV (8.3%). Compared with Q2 2026, the fund opened new positions in DUHP, VTI and XOM, added to SPY, BSV and IEFA and trimmed BOND, AGG and AAPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BOND Pimco ETF TR | $16M | 11.7% | 184K | −27K (−13%) | 4 of 4 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $14.3M | 10.5% | 19K | +640 (+4%) | 4 of 4 | |
| 3 |  BSV Vanguard Short-Term Bond ETF | $11.3M | 8.3% | 148K | +15K (+12%) | 4 of 4 | |
| 4 |  DUHP Dfa Invt Dimensions Group in | $9.9M | 7.3% | 236K | New position | 1 of 4 | |
| 5 |  IEFA Ishares TR | $8.8M | 6.5% | 91K | +5,619 (+7%) | 4 of 4 | |
| 6 |  QQQM Invesco Nasdaq | $7.8M | 5.7% | 26K | +2,091 (+9%) | 4 of 4 | |
| 7 |  IJR Ishares TR | $6.4M | 4.7% | 47K | +3,181 (+7%) | 4 of 4 | |
| 8 |  DIA Spdr Dow Jones Indl Average | $5.7M | 4.2% | 11K | +174 (+2%) | 4 of 4 | |
| 9 |  AGG Ishares TR | $5.4M | 4.0% | 57K | −5,227 (−8%) | 4 of 4 | |
| 10 |  VTV Vanguard Index Fds | $5.2M | 3.8% | 24K | +8,876 (+58%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $9.7M | 233K |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lynch Investment Planning 13F FAQ
What does Lynch Investment Planning own?
Lynch Investment Planning reported 233 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BOND (11.7%), SPY (10.5%) and BSV (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Lynch Investment Planning buy and sell in Q3 2026?
Compared with Q2 2026: 177 new positions, 19 added to, 28 trimmed and 1 sold out. New positions include DUHP, VTI and XOM.
When will Lynch Investment Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lynch Investment Planning's portfolio worth?
The Q3 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.