Lynch Investment Planning, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
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
Q4 2025	54	104,379	BOND, SPY, DUHP, BSV	13F-HR	2/23/2026	000175496026000191