Lynch Investment Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Newtown Square, PA
CIK
0002110354
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
54
111,286
BOND, SPY, BSV, DUHP
13F-HR
5/12/2026
000175496026000378
Q4 2025
54
104,379
BOND, SPY, DUHP, BSV
13F-HR
2/23/2026
000175496026000191