Lynx Investment Advisory
Lynx Investment Advisory reported 228 stocks worth $303M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SPHQ (4.1%), IGRO (3.0%) and AAPL (3.0%). Compared with Q2 2026, the fund opened new positions in DUHP, DGRW and SEUS, added to SPHQ, IGRO and SPY, trimmed AAPL, VEA and IJH and sold out of FAF, FNDF and VV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPHQ Invesco Exchange Traded FD T | $12.5M | 4.1% | 149K | +7,754 (+6%) | 8 of 8 | |
| 2 |  IGRO Ishares TR | $9.2M | 3.0% | 104K | +4,218 (+4%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $9.1M | 3.0% | 27K | −5,900 (−18%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $8M | 2.6% | 11K | +400 (+4%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $7.9M | 2.6% | 112K | −3,309 (−3%) | 8 of 8 | |
| 6 |  DFAI Dimensional Intern Core | $7.8M | 2.6% | 187K | +17K (+10%) | 8 of 8 | |
| 7 |  GLDM World Gold TR | $6.5M | 2.1% | 79K | +8,021 (+11%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $6.4M | 2.1% | 90K | −639 (−1%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $6.3M | 2.1% | 17K | −424 (−3%) | 8 of 8 | |
| 10 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $5.8M | 1.9% | 108K | −8,318 (−7%) | 8 of 8 |
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 | $1.7M | 41K |
DIMENSIONAL U S SMALL CAP ETF | $818K | 9,930 |
 FAF First Amern Finl Corp | $651K | 9,486 |
 FNDF Schwab Fundamental International Equity ETF | $549K | 10K |
 VV Vanguard Large Cap ETF | $337K | 981 |
🔒 Free account: see all 20.
Reported value
last 8 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 →Lynx Investment Advisory 13F FAQ
What does Lynx Investment Advisory own?
Lynx Investment Advisory reported 228 stocks worth $303M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SPHQ (4.1%), IGRO (3.0%) and AAPL (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lynx Investment Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 101 added to, 85 trimmed and 20 sold out. New positions include DUHP, DGRW and SEUS. It sold all of FAF, FNDF and VV.
When will Lynx Investment Advisory 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 Lynx Investment Advisory's portfolio worth?
The Q3 2026 filing reports $303M 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.