SEC Form 13F

Lynx Investment Advisory 13F Holdings

Inspect Lynx Investment Advisory's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-28T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-28
Reported value
$305,231,703
Positions
230

Read this manager's filing book

Step 1 of 3

Disclosed positions

Lynx Investment Advisory: source evidence dated 2026-07-28T03:59:59.999Z.

Issuer
INVESCO S&P 500 QUALITY ETF
Ticker
SPHQ
Class
ETF
Reported value
$12,690,968
Reported amount
140,854
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002028812-26-000003
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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Disclosed positions

See the complete disclosed positions
INVESCO S&P 500 QUALITY ETFSPHQETF$12,690,968140,854SHNone
APPLE INC COMAAPLStock$9,638,55833,310SHNone
ISHARES INTL DIVIDEND GROWTH ETFIGROETF$8,776,50299,813SHNone
VANGUARD FTSE DEV MKTS ETF (VEA)VEAETF$8,222,351115,401SHNone
SPDR S&P 500 ETFSPYETF$7,557,80110,121SHNone
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAIETF$7,012,858170,009SHNone
ISHARES CORE S&P MID-CAP ETFIJHETF$6,951,94490,156SHNone
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBLETF$6,521,714116,127SHNone
SPDR GOLD SHARES ETFGLDETF$6,247,30116,959SHNone
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDMETF$5,662,11671,293SHNone
ALPHABET INC CAP STK CL AGOOGLStock$5,317,83914,880SHNone
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFVSSETF$4,544,68829,455SHNone
VANGUARD TOTAL STOCK MKT ETF (VTI)VTIETF$4,304,60611,633SHNone
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSPMDETF$4,268,44263,180SHNone
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITETF$4,217,85451,033SHNone
VANGUARD SMALL-CAP ETFVBETF$3,963,29413,075SHNone
ISHARES GOLD TRUSTIAUETF$3,880,91251,396SHNone
VANGUARD TOTAL WORLD STOCK ETFVTETF$3,836,86424,446SHNone
MICROSOFT CORP COMMSFTStock$3,826,18010,257SHNone
AMAZON COM INC COMAMZNStock$3,668,76615,393SHNone
VANGUARD CORE BOND ETFVCRBETF$3,630,04247,001SHNone
VANGUARD TOTAL BOND MARKET ETFBNDETF$3,613,46649,223SHNone
MASTERCARD INCORPORATED CL AMAStock$3,577,3876,965SHNone
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDFGDETF$3,528,665110,305SHNone
VANGUARD ST CORP BOND ETF (VCSH)VCSHETF$3,421,20943,290SHNone
VANGUARD DIVIDEND APPRECIATION ETFVIGETF$3,406,50114,397SHNone
VANGUARD HIGH DIVIDEND YIELD INDEX ETFVYMETF$3,001,92118,996SHNone
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETFTIPXETF$2,994,243158,174SHNone
VANGUARD REAL ESTATE ETFVNQETF$2,963,06430,728SHNone
VANGUARD MID-CAP ETFVOETF$2,896,87835,955SHNone
VANGUARD FTSE EMRG MKTS ETF (VWO)VWOETF$2,849,40247,737SHNone
SCHWAB U.S. LARGE-CAP ETFSCHXETF$2,797,76395,065SHNone
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK.BStock$2,793,1765,582SHNone
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFSPHDETF$2,697,23853,053SHNone
VANGUARD VALUE ETFVTVETF$2,612,58911,988SHNone
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFVNQIETF$2,523,62056,268SHNone
RTX CORPORATION COMRTXStock$2,489,99113,124SHNone
AKRE FOCUS ETFAKREETF$2,447,37846,012SHNone
VANGUARD INTERMEDIATE-TERM BOND ETFBIVETF$2,437,44931,779SHNone
ISHARES GLOBAL TIMBER & FORESTRY ETFWOODETF$2,110,58431,861SHNone
ISHARES MSCI ACWI ETFACWIETF$2,037,98912,983SHNone
NVIDIA CORPORATION COMNVDAStock$2,026,86210,130SHNone
VANGUARD MID-CAP VALUE ETFVOEETF$1,817,9209,200SHNone
ISHARES SEMICONDUCTOR ETFSOXXETF$1,706,8402,664SHNone
DIMENSIONAL US HIGH PROFITABILITY ETFDUHPETF$1,701,30140,769SHNone
INVESCO S&P GLOBAL WATER INDEX ETFCGWETF$1,684,31225,625SHNone
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAEETF$1,674,47141,643SHNone
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNKETF$1,672,88717,359SHNone
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTTETF$1,663,85669,588SHNone
JPMORGAN CHASE & CO COMJPMStock$1,638,3855,005SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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