Titelia

Holdings of Lynch Investment Planning, LLC

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.3 % of the equity sleeve

Sector breakdown

  • Funds 7.0 %
  • Technology 4.6 %
  • Industrials 2.5 %
  • Financials 1.9 %
  • Communication 1.9 %
  • Consumer discretionary 1.7 %
  • Health care 0.8 %
  • Consumer staples 0.7 %
  • Energy 0.5 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 77.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US52109.8M $100.00 %

Positions

RankCompanySharesValueWeight
1PIMCO ETF Trust 192,24417.7M $
2State Street SPDR S&P 500 ETF Trust 17,07111.1M $
3Vanguard Short-term Bond Etf 109,5938.6M $
4Dimensional ETF Trust 230,4988.5M $
5iShares Core MSCI EAFE ETF 77,9377.1M $
6iShares Core U.S. Aggregate Bond ETF 57,6185.7M $
7INVESCO EXCHANGE-TRADED FUND TRUST II 23,4345.6M $
8iShares Core S&P Small-Cap ETF 38,8804.8M $
9State Street Spdr Dow Jones Industrial Average Etf Trust 10,1934.7M $
10iShares Core Dividend Growth ETF 63,4874.5M $
11Invesco S&P MidCap Momentum ET 22,7623.3M $
12Ishares S&p 100 Etf 7,6652.4M $
13Apple Inc 8,7252.2M $
14Vanguard Value ETF 10,4782.1M $
15Alphabet Inc 7,0712M $
16iShares Core S&P Mid-Cap ETF 22,0981.5M $
17Invesco QQQ Trust Series 1 2,4221.4M $
18Microsoft Corp 3,1321.2M $
19Vanguard S&P 500 ETF 1,7501M $
20iShares MSCI EAFE ETF 10,6921M $
21Amazon.com Inc 4,9251M $
22Berkshire Hathaway Inc 2,1351M $
23ISHARES U S ETF TR 18,791955.2K $
24JPMorgan Chase & Co 2,470726.5K $
25NVIDIA Corp 3,426597.5K $
26Walmart Inc 4,586571.1K $
27Deere & Co 885499.8K $
28Home Depot Inc/The 1,496492K $
29Automatic Data Processing Inc 2,350481.4K $
30Emerson Electric Co. 3,216421.3K $
31Air Products and Chemicals Inc 1,404407.9K $
32iShares 0-1 Year Treasury Bond ETF 3,523388.9K $
33Cisco Systems, Inc. 4,886379.1K $
34AbbVie Inc 1,742378.8K $
35RTX Corp 1,959377.9K $
36Wells Fargo & Co 4,476356.3K $
37General Dynamics Corp 928318.5K $
38Honeywell International Inc 1,385313.1K $
39Lowe's Cos Inc 1,294305.8K $
40Illinois Tool Works Inc 1,150301.2K $
41Exxon Mobil Corp 1,756297.9K $
42Johnson & Johnson 1,214296.7K $
43iShares Core S&P 500 ETF 451294.6K $
44Kinder Morgan, Inc. 8,073270.7K $
45Broadcom Inc 826255.7K $
46F/m US Treasury 6 Month Bill E 5,067254.2K $
47International Business Machines Corp. 988239.4K $
48Costco Wholesale Corp 239237.7K $
49Realty Income Corp 3,598221.1K $
50Elevance Health Inc 739216.2K $
51VANGUARD SCOTTSDALE FUNDS 2,258211.7K $
52QUALCOMM Inc 1,609207.2K $