Lynx Investment Advisory

Name: Lynx Investment Advisory — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002028812 · WASHINGTON, DC, DC · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

Lynx Investment Advisory reported 230 positions worth $305.2M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPHQ (4.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$305.2M

2026 Q2

Positions

230

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

26.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 230 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPHQ	INVESCO S&P 500 QUALITY ETF	SH	$12.7M	4.16%	140,854	—	—
▸ 2	AAPL	APPLE INC COM	SH	$9.6M	3.16%	33,310	—	—
▸ 3	IGRO	ISHARES INTL DIVIDEND GROWTH ETF	SH	$8.8M	2.88%	99,813	—	—
▸ 4	VEA	VANGUARD FTSE DEV MKTS ETF (VEA)	SH	$8.2M	2.69%	115,401	—	—
▸ 5	SPY	SPDR S&P 500 ETF	SH	$7.6M	2.48%	10,121	—	—
▸ 6	DFAI	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	SH	$7.0M	2.30%	170,009	—	—
▸ 7	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$7.0M	2.28%	90,156	—	—
▸ 8	NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	SH	$6.5M	2.14%	116,127	—	—
▸ 9	GLD	SPDR GOLD SHARES ETF	SH	$6.2M	2.05%	16,959	—	—
▸ 10	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	SH	$5.7M	1.86%	71,293	—	—

The free plan shows the top 10 positions. The remaining 220 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lynx Investment Advisory hold as of Q2 2026?

Lynx Investment Advisory reported 230 positions worth $305.2M in its Q2 2026 13F filing. Largest positions: SPHQ (4.2%), AAPL (3.2%), IGRO (2.9%), VEA (2.7%) and SPY (2.5%).

What did Lynx Investment Advisory buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lynx Investment Advisory sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.