Lynx Investment Advisory filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing holdings as of September 30, 2026. The filing reports that the firm manages equity securities for 467 separate accounts.
The portfolio includes a diverse mix of individual stocks and exchange-traded funds (ETFs). Major technology holdings include Microsoft Corporation, with 5,945 shares, and Alphabet Inc. Class A, with 11,793 shares. The firm also holds significant positions in Amazon.com Inc., with 180 shares, and Netflix Inc., with 4,990 shares.
Financial sector exposure is evident through positions in Goldman Sachs Group Inc., Procter & Gamble Co., and Truist Financial Corp. The filing also lists substantial holdings in consumer staples like Costco Wholesale Corporation and General Mills Inc., as well as energy companies such as Chord Energy Corporation and OGE Energy Corp.
The portfolio is heavily weighted toward ETFs, including the Vanguard Total Stock Market ETF (VTI), the SPDR S&P 500 ETF (SPY), and the iShares Gold Trust. Other notable ETF positions include the Vanguard Real Estate ETF, the Schwab U.S. Large-Cap ETF, and the Vanguard Information Technology ETF.
