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 $209.2M across 181 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHQ ($10.9M, 5.23%), IGRO ($8.1M, 3.89%), IJH ($7.8M, 3.72%), GLD ($7.2M, 3.46%), NOBL ($6.9M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO S&P 500 QUALITY ETF | $10.9M | 5.23% | 145,458 | Added |
| 2 | IGRO | ISHARES INTL DIVIDEND GROWTH ETF | $8.1M | 3.89% | 97,213 | Added |
| 3 | IJH | ISHARES CORE S&P MID-CAP ETF | $7.8M | 3.72% | 115,326 | Added |
| 4 | GLD | SPDR GOLD SHARES ETF | $7.2M | 3.46% | 16,811 | Added |
| 5 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.9M | 3.28% | 64,651 | Added |
| 6 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6.7M | 3.20% | 72,228 | Added |
| 7 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $6.5M | 3.10% | 166,564 | Added |
| 8 | AAPL | APPLE INC COM | $6.5M | 3.08% | 25,425 | Trimmed |
| 9 | MZLSX | AKRE FOCUS ETF | $4.7M | 2.25% | 89,139 | Added |
| 10 | SPY | SPDR S&P 500 ETF | $4.3M | 2.07% | 6,669 | Added |
| 11 | FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $4.3M | 2.03% | 133,305 | Trimmed |
| 12 | IAU | ISHARES GOLD TRUST | $4.2M | 2.01% | 47,819 | Trimmed |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $4.0M | 1.93% | 14,047 | Trimmed |
| 14 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.7M | 1.78% | 62,763 | Added |
| 15 | VCRB | VANGUARD CORE BOND ETF | $3.5M | 1.66% | 44,826 | Added |
| 16 | SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $3.5M | 1.65% | 69,783 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $3.4M | 1.64% | 9,284 | Trimmed |
| 18 | AMZN | AMAZON COM INC COM | $3.1M | 1.50% | 15,091 | Added |
| 19 | VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | $3.1M | 1.49% | 48,787 | Added |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2.9M | 1.39% | 13,550 | Added |
| 21 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.8M | 1.33% | 18,824 | Added |
| 22 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $2.8M | 1.33% | 36,140 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.7M | 1.28% | 5,582 | Added |
| 24 | MA | MASTERCARD INCORPORATED CL A | $2.6M | 1.22% | 5,130 | Trimmed |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.4M | 1.17% | 95,321 | Added |
Source: SEC Form 13F filings · as of 2026-03-31