Institutional filer · SEC 13F · Q4 2025
Lynch Investment Planning, LLC
The reported 13F portfolio of Lynch Investment Planning, LLC (CIK 2110354) - top holdings, how concentrated the book is, and what changed last quarter.
- $104.4M
- Reported book
- 54
- Positions
- #299
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Lynch Investment Planning, LLC ranks #299 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $104.4M across 54 positions, a moderately concentrated portfolio.
- $104.4M
- reported 13F value
- 54
- disclosed positions
- 13.7%
- in PIMCO ETF TR
- #299
- of 360 filers
Top-5 share 45.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Lynch Investment Planning, LLC ranks #299 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Lynch Investment Planning, LLC sits by disclosed position count
Lynch Investment Planning, LLC reports 54 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Lynch Investment Planning, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
54 257th of 360 higher than 103 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Lynch Investment Planning, LLC reports a book ($0.1B) spread across 54 disclosed positions -- more than the 54-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2110354 · Q4 2025 $104M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #299/360
- POS-FOCUS 54 names
- CONC-HEAVY 45% top-5
- LEAD-HEAVY 13.7% top
- PHOTO-FINISH Centerstone Investors,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: Centerstone Investors, LLC
Read with: Ownership concentration guide - Lynch Investment Planning, LLC's top-five positions weigh 45% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Lynch Investment Planning, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$104.4M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | PIMCO ETF TR | $14.3M | 13.7% |
| 2 | SPDR S&P 500 ETF TR | $10.9M | 10.5% |
| 3 | DIMENSIONAL ETF TRUST | $8.8M | 8.4% |
| 4 | VANGUARD BD INDEX FDS | $7.5M | 7.1% |
| 5 | INVESCO EXCH TRADED FD TR II | $5.6M | 5.3% |
| 6 | ISHARES TR | $5.1M | 4.8% |
| 7 | ISHARES TR | $4.7M | 4.5% |
| 8 | ISHARES TR | $4.5M | 4.3% |
| 9 | SPDR DOW JONES INDL AVERAGE | $4.4M | 4.2% |
| 10 | ISHARES TR | $4.4M | 4.2% |
| 11 | ISHARES TR | $3.2M | 3.0% |
| 12 | INVESCO EXCHANGE TRADED FD T | $3.0M | 2.9% |
| 13 | ALPHABET INC | $2.2M | 2.1% |
| 14 | APPLE INC | $2.2M | 2.1% |
| 15 | ISHARES TR | $1.7M | 1.6% |
| 16 | MICROSOFT CORP | $1.6M | 1.5% |
| 17 | INVESCO QQQ TR | $1.5M | 1.4% |
| 18 | VANGUARD INDEX FDS | $1.4M | 1.4% |
| 19 | ISHARES TR | $1.2M | 1.1% |
| 20 | AMAZON COM INC | $1.1M | 1.1% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $1.1M | 1.1% |
| 22 | VANGUARD INDEX FDS | $1.1M | 1.0% |
| 23 | ISHARES U S ETF TR | $919K | 0.9% |
| 24 | JPMORGAN CHASE & CO. | $819K | 0.8% |
| 25 | VANGUARD MUN BD FDS | $713K | 0.7% |
Latest Quarter Trades · Q4 2025
New positions (54)
Frequently Asked Questions
- How big is Lynch Investment Planning, LLC's 13F portfolio?
- Lynch Investment Planning, LLC reports $104.4M of long US-equity positions across 54 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Lynch Investment Planning, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Lynch Investment Planning, LLC ranks #299 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Lynch Investment Planning, LLC's largest position?
- Lynch Investment Planning, LLC's largest reported position is PIMCO ETF TR at $14.3M, about 13.7% of its reported book as of Q4 2025.
- What did Lynch Investment Planning, LLC trade last quarter?
- In its Q4 2025 filing, Lynch Investment Planning, LLC opened 54 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Lynch Investment Planning, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($104.4M here).
Similar holding count
Nearest filers by number of disclosed positions (54 here).
Using this filing
- The rankings sort every tracked filer the same way Lynch Investment Planning, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Centerstone Investors, LLC reported the nearest book value ($103.0M) this quarter, a useful scale comparison for Lynch Investment Planning, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.