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Kara Lilian

Lynx Investment Advisory

Assets Managed
$209.243M
Holdings
181
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
14.18%(2Q avg: 11.91%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynx Investment Advisory's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 181 positions.

Assets under management

The assets under management (AUM) of Lynx Investment Advisory over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 209.243M in assets, with a quarterly growth rate of 14.18% and a 2-quarter average growth rate of 11.91%. The portfolio is managed by Kara Lilian, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 17.02%
5.23%
$10.937M
145,458 shares@ $75.2 avg price
IGRO
Ishares Intl Div Growth Etf
Recent Activity
Increased 29.09%
3.9%
$8.143M
97,213 shares@ $83.77 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 17.34%
3.73%
$7.788M
115,326 shares@ $67.53 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 9.18%
3.46%
$7.234M
16,811 shares@ $430.29 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 24.15%
3.28%
$6.854M
64,651 shares@ $106.02 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 3.71%
3.2%
$6.695M
72,228 shares@ $92.7 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 12%
3.11%
$6.489M
166,564 shares@ $38.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.89%
3.09%
$6.453M
25,425 shares@ $253.79 avg price
AKRE
Akre Focus Etf
Recent Activity
Increased 1.92%
2.26%
$4.711M
89,139 shares@ $52.85 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 30.56%
2.08%
$4.337M
6,669 shares@ $650.33 avg price

1-10 of 181