Lynch Investment Planning, LLC - Portfolio overview

Lynch Investment Planning, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BOND - PIMCO ETF TR, 15.94%
2. SPY - STATE STR SPDR S&P 500 ETF T, 10.00%
3. BSV - VANGUARD BD INDEX FDS, 7.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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