SEC Form 13F

Lynch Investment Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$130,156,556
Positions56

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PIMCO ETF TRBONDACTIVE BD ETF$19,452,982210,964
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,490,81518,066
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$10,344,933132,781
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$9,709,075232,664
ISHARES TRIEFACORE MSCI EAFE$8,255,41785,477
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$7,140,11223,567
ISHARES TRIJRCORE S&P SCP ETF$6,543,53044,121
ISHARES TRAGGCORE US AGGBD ET$6,162,74362,263
STATE STR SPDR DOW JONES INDDIAUT SER 1$5,737,80610,954
ISHARES TRDGROCORE DIV GRWTH$4,905,47564,725

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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