Lynch Investment Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 233 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, consumer goods, and financial services. Major technology holdings include Apple Inc., Microsoft Corporation, and NVIDIA Corporation. In the healthcare sector, the firm holds positions in Eli Lilly & Co., Merck & Co., and Abbott Laboratories. The filing also includes significant exposure to exchange-traded funds, with holdings in the Vanguard S&P 500 ETF, the Invesco QQQ Trust, and various iShares ETFs.
The report indicates that all positions are held in common stock, with sole voting and dispositive rights for all securities listed.
