Lynx Investment Advisory 13F Holdings
CIK 0002028812 · WASHINGTON, DC, DC
As of Sep 30, 2025, Lynx Investment Advisory reported 321 positions worth
CIK 0002028812 · WASHINGTON, DC, DC
As of Sep 30, 2025, Lynx Investment Advisory reported 321 positions worth
66.0M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 122,586 | $9.0M | 5.41% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 101,383 | $6.6M | 3.99% |
| APPLE INC | AAPL | Technology | 25,347 | $6.5M | 3.89% |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | IGRO | — | 74,062 | $5.9M | 3.55% |
| SPDR GOLD TRUST | GQ9 | — | 16,298 | $5.8M | 3.49% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 53,787 | $5.5M | 3.34% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 69,375 | $5.3M | 3.19% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 144,468 | $5.3M | 3.16% |
| MICROSOFT CORP | MSFT | Technology | 9,303 | $4.8M | 2.90% |
| FIRST TR EXCHANGE TRADED FD | FGD | — | 146,107 | $4.2M | 2.53% |
| ISHARES GOLD TRUST | IAU | — | 51,267 | $3.7M | 2.25% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 62,265 | $3.6M | 2.14% |
| ALPHABET INC | GOOGL | Equity | 14,473 | $3.5M | 2.12% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,157 | $3.4M | 2.07% |
| AMAZON.COM INC | AMZN | Equity | 14,729 | $3.2M | 1.95% |
| MASTERCARD INC | MA | Financial Services | 5,540 | $3.2M | 1.90% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 35,939 | $2.8M | 1.69% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,581 | $2.8M | 1.69% |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | SPHD | — | 48,178 | $2.4M | 1.44% |
| VANGUARD CORE BOND ETF | VCRB | — | 30,245 | $2.4M | 1.43% |
| NVIDIA CORP | NVDA | Technology | 10,777 | $2.0M | 1.21% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 33,231 | $2.0M | 1.20% |
| ISHARES TR | WOOD | — | 26,435 | .9M | 1.17% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 11,058 | .6M | 0.94% |
| INVESCO S&P GLOBAL WATER INDEX ETF | CGW | — | 23,770 | .5M | 0.92% |