Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lynx Investment Advisory (CIK 2028812) reported $305.2M across 230 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPHQ ($12.7M, 4.16%), AAPL ($9.6M, 3.16%), IGRO ($8.8M, 2.88%), VEA ($8.2M, 2.69%), SPY ($7.6M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | $12.7M | 4.16% | 140,854 | Trimmed |
| 2 | AAPL | APPLE INC COM | $9.6M | 3.16% | 33,310 | Added |
| 3 | IGRO | ISHARES INTL DIVIDEND GROWTH ETF | $8.8M | 2.88% | 99,813 | Added |
| 4 | VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | $8.2M | 2.69% | 115,401 | Added |
| 5 | SPY | SPDR S&P 500 ETF | $7.6M | 2.48% | 10,121 | Added |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $7.0M | 2.30% | 170,009 | Added |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | $7.0M | 2.28% | 90,156 | Trimmed |
| 8 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.5M | 2.14% | 116,127 | Added |
| 9 | GLD | SPDR GOLD SHARES ETF | $6.2M | 2.05% | 16,959 | Added |
| 10 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $5.7M | 1.86% | 71,293 | Trimmed |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $5.3M | 1.74% | 14,880 | Added |
| 12 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $4.5M | 1.49% | 29,455 | Added |
| 13 | VTI | VANGUARD TOTAL STOCK MKT ETF (VTI) | $4.3M | 1.41% | 11,633 | Added |
| 14 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4.3M | 1.40% | 63,180 | Added |
| 15 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.2M | 1.38% | 51,033 | Added |
| 16 | VB | VANGUARD SMALL-CAP ETF | $4.0M | 1.30% | 13,075 | Added |
| 17 | IAU | ISHARES GOLD TRUST | $3.9M | 1.27% | 51,396 | Added |
| 18 | VT | VANGUARD TOTAL WORLD STOCK ETF | $3.8M | 1.26% | 24,446 | Added |
| 19 | MSFT | MICROSOFT CORP COM | $3.8M | 1.25% | 10,257 | Added |
| 20 | AMZN | AMAZON COM INC COM | $3.7M | 1.20% | 15,393 | Added |
| 21 | VCRB | VANGUARD CORE BOND ETF | $3.6M | 1.19% | 47,001 | Added |
| 22 | BND | VANGUARD TOTAL BOND MARKET ETF | $3.6M | 1.18% | 49,223 | Added |
| 23 | MA | MASTERCARD INCORPORATED CL A | $3.6M | 1.17% | 6,965 | Added |
| 24 | FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $3.5M | 1.16% | 110,305 | Trimmed |
| 25 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3.4M | 1.12% | 14,397 | Added |
Source: SEC Form 13F filings · as of 2026-06-30