Aryn Sands

Lynch Investment Planning, Llc

Assets Managed

$111.287M

Holdings

Last Quarter

2026 - Q1

Filed Date

9d ago

Growth Rate

6.62%(2Q avg: 3.31%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch Investment Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Lynch Investment Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.287M in assets, with a quarterly growth rate of 6.62% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BOND Pimco Active Bond Exchange-t Recent Activity Increased 25.53%	15.95%	$17.74M 192,244 shares@ $92.29 avg price	Increased 25.53%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 6.72%	10.01%	$11.132M 17,071 shares@ $652.12 avg price	Increased 6.72%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 15.83%	7.73%	$8.593M 109,593 shares@ $78.41 avg price	Increased 15.83%
DUHP Dimensional Us High Profi Et Recent Activity Increased 0.02%	7.62%	$8.473M 230,498 shares@ $36.77 avg price	Increased 0.02%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 55.47%	6.35%	$7.056M 77,937 shares@ $90.54 avg price	Increased 55.47%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 13.78%	5.14%	$5.72M 57,618 shares@ $99.27 avg price	Increased 13.78%
QQQM Invesco Nasdaq 100 Etf Recent Activity Increased 6.11%	5.01%	$5.568M 23,434 shares@ $237.63 avg price	Increased 6.11%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 48.28%	4.35%	$4.833M 38,880 shares@ $124.32 avg price	Increased 48.28%
DIA Spdr Djia Trust Recent Activity Increased 12.05%	4.26%	$4.731M 10,193 shares@ $464.18 avg price	Increased 12.05%
DGRO Ishares Core Dividend Growth Recent Activity Increased 0.85%	4.01%	$4.455M 63,487 shares@ $70.18 avg price	Increased 0.85%

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