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Lynx Investment Advisory

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2028812

$305.2M

disclosed book value

230

positions

4.2%

largest position share

Positions, as of 2026-06-30

top 100 of 230 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPHQINVESCO S&P 500 QUALITY ETF140,854$12.7M4.2%
2AAPLAPPLE INC COM33,310$9.6M3.2%
3IGROISHARES INTL DIVIDEND GROWTH ETF99,813$8.8M2.9%
4VEAVANGUARD FTSE DEV MKTS ETF (VEA)115,401$8.2M2.7%
5SPYSPDR S&P 500 ETF10,121$7.6M2.5%
6DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF170,009$7.0M2.3%
7IJHISHARES CORE S&P MID-CAP ETF90,156$7.0M2.3%
8NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF116,127$6.5M2.1%
9GLDSPDR GOLD SHARES ETF16,959$6.2M2%
10GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST71,293$5.7M1.9%
11GOOGLALPHABET INC CAP STK CL A14,880$5.3M1.7%
12VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF29,455$4.5M1.5%
13VTIVANGUARD TOTAL STOCK MKT ETF (VTI)11,633$4.3M1.4%
14SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF63,180$4.3M1.4%
15VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF51,033$4.2M1.4%
16VBVANGUARD SMALL-CAP ETF13,075$4.0M1.3%
17IAUISHARES GOLD TRUST51,396$3.9M1.3%
18VTVANGUARD TOTAL WORLD STOCK ETF24,446$3.8M1.3%
19MSFTMICROSOFT CORP COM10,257$3.8M1.3%
20AMZNAMAZON COM INC COM15,393$3.7M1.2%
21VCRBVANGUARD CORE BOND ETF47,001$3.6M1.2%
22BNDVANGUARD TOTAL BOND MARKET ETF49,223$3.6M1.2%
23MAMASTERCARD INCORPORATED CL A6,965$3.6M1.2%
24FGDFIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND110,305$3.5M1.2%
25VCSHVANGUARD ST CORP BOND ETF (VCSH)43,290$3.4M1.1%
26VIGVANGUARD DIVIDEND APPRECIATION ETF14,397$3.4M1.1%
27VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF18,996$3.0M1%
28TIPXSTATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF158,174$3.0M1%
29VNQVANGUARD REAL ESTATE ETF30,728$3.0M1%
30VOVANGUARD MID-CAP ETF35,955$2.9M0.9%
31VWOVANGUARD FTSE EMRG MKTS ETF (VWO)47,737$2.8M0.9%
32SCHXSCHWAB U.S. LARGE-CAP ETF95,065$2.8M0.9%
33BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW5,582$2.8M0.9%
34SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF53,053$2.7M0.9%
35VTVVANGUARD VALUE ETF11,988$2.6M0.9%
36VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF56,268$2.5M0.8%
37RTXRTX CORPORATION COM13,124$2.5M0.8%
38AKREAKRE FOCUS ETF46,012$2.4M0.8%
39BIVVANGUARD INTERMEDIATE-TERM BOND ETF31,779$2.4M0.8%
40WOODISHARES GLOBAL TIMBER & FORESTRY ETF31,861$2.1M0.7%
41ACWIISHARES MSCI ACWI ETF12,983$2.0M0.7%
42NVDANVIDIA CORPORATION COM10,130$2.0M0.7%
43VOEVANGUARD MID-CAP VALUE ETF9,200$1.8M0.6%
44SOXXISHARES SEMICONDUCTOR ETF2,664$1.7M0.6%
45DUHPDIMENSIONAL US HIGH PROFITABILITY ETF40,769$1.7M0.6%
46CGWINVESCO S&P GLOBAL WATER INDEX ETF25,625$1.7M0.6%
47DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF41,643$1.7M0.5%
48JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF17,359$1.7M0.5%
49TDTTFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND69,588$1.7M0.5%
50JPMJPMORGAN CHASE & CO COM5,005$1.6M0.5%
51XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF29,691$1.6M0.5%
52VOOVANGUARD S&P 500 ETF2,257$1.6M0.5%
53VVISA INC COM CL A4,397$1.5M0.5%
54AMLPALERIAN MLP ETF28,557$1.5M0.5%
55VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND17,491$1.5M0.5%
56PFEPFIZER INC COM59,638$1.4M0.5%
57SEIESEI SELECT INTERNATIONAL EQUITY ETF40,241$1.4M0.5%
58GOOGALPHABET INC CAP STK CL C3,807$1.3M0.4%
59VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF22,420$1.3M0.4%
60VBRVANGUARD SMALL CAP VALUE ETF5,438$1.3M0.4%
61TFCTRUIST FINL CORP COM26,046$1.3M0.4%
62BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF12,757$1.3M0.4%
63VZVERIZON COMMUNICATIONS INC COM29,710$1.3M0.4%
64VUGVANGUARD GROWTH ETF13,951$1.2M0.4%
65AMDADVANCED MICRO DEVICES INC COM2,057$1.2M0.4%
66OGEOGE ENERGY CORP COM24,260$1.2M0.4%
67JAAAJANUS HENDERSON AAA CLO ETF23,065$1.2M0.4%
68PNCPNC FINL SVCS GROUP INC COM4,537$1.1M0.4%
69EPIWISDOMTREE INDIA EARNINGS FUND25,886$1.1M0.4%
70DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF29,898$1.1M0.4%
71AESAES CORP COM75,005$1.1M0.4%
72EOIEATON VANCE ENHANCED EQUITY COM55,505$1.1M0.4%
73PPAINVESCO AEROSPACE & DEFENSE ETF6,052$1.1M0.4%
74CVXCHEVRON CORPORATION COM6,354$1.1M0.3%
75SEIVSEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF21,766$1.0M0.3%
76CATCATERPILLAR INC COM972$1.0M0.3%
77SCHBSCHWAB U.S. BROAD MARKET ETF35,692$1.0M0.3%
78TIPISHARES TIPS BOND ETF9,329$1.0M0.3%
79EOSEATON VANCE ENHANCED EQUITY IN COM45,996$1.0M0.3%
80ICLNISHARES GLOBAL CLEAN ENERGY ETF49,404$1.0M0.3%
81SEIMSEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF17,665$991,8900.3%
82BSVVANGUARD ST BOND ETF (BSV)12,653$985,8080.3%
83XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF17,831$955,9370.3%
84CSCOCISCO SYS INC COM8,121$953,8750.3%
85XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF5,004$953,3060.3%
86WMTWALMART INC COM8,359$946,7640.3%
87XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF20,704$938,7000.3%
88METAMETA PLATFORMS INC CL A1,651$929,7470.3%
89VGTVANGUARD INFORMATION TECHNOLOGY ETF7,593$907,5280.3%
90FLINFRANKLIN FTSE INDIA ETF25,476$906,1760.3%
91IBMINTERNATIONAL BUSINESS MACHS COM3,050$857,5590.3%
92FXIISHARES CHINA LARGE-CAP ETF26,659$842,1470.3%
93DFASDIMENSIONAL U.S. SMALL CAP ETF9,930$817,5590.3%
94CFGCITIZENS FINL GROUP INC COM11,364$796,2890.3%
95PGPROCTER & GAMBLE CO COM5,406$792,7330.3%
96GNRSTATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF11,771$792,2750.3%
97EFAISHARES MSCI EAFE ETF7,565$785,8520.3%
98TDTFFLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND33,058$785,7980.3%
99IEMGISHARES CORE MSCI EMERGING MARKETS ETF9,303$770,6380.3%
100GSGOLDMAN SACHS GROUP INC COM755$764,0480.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.