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Lynx Investment Advisory

CIK 2028812 · latest 13F filed 27 October 2026 · Read the filing on EDGAR

Lynx Investment Advisory reported 228 US-listed holdings worth $302.8 million in its 13F for the quarter ended 30 September 2026, filed 27 October 2026. Its largest: Invesco Exchange Traded FD T (4.1%), iShares Trust (3.0%) and Apple Inc. (3.0%). Against the quarter before, it opened 18 positions, added to 101, trimmed 85 and sold out of 20.

Reported holdings$302.8M-0.8% on Q2 2026
Positions228-2 on Q2 2026
The largest ten26.3%of its reported holdings
Latest 13FQ3 2026filed 27 October 2026
Where the money is
Added toTrimmed
SPHQ4.1%IGRO3.0%AAPL3.0%SPY2.6%VEA2.6%DFAI2.6%GLDM2.2%IJH2.1%GLD2.1%NOBL1.9%VSS1.6%VCIT1.5%VCRB1.5%SPMD1.5%214 more67.5%

The 14 largest of its 228 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $138.9 million in 142 positions$139MQ3 24Q4 2024: $146.6 million in 146 positions$147MQ4 24Q1 2025: $150.0 million in 144 positions$150MQ1 25Q2 2025: $153.1 million in 147 positions$153MQ2 25Q3 2025: $167.2 million in 150 positions$167MQ3 25Q4 2025: $183.3 million in 166 positions$183MQ4 25Q1 2026: $209.2 million in 181 positions$209MQ1 26Q2 2026: $305.2 million in 230 positions$305MQ2 26Q3 2026: $302.8 million in 228 positions$303MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +22.7% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +22.7%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 18Added 101Held 24Trimmed 85Sold out 20
Opened: 18Added: 101Held: 24Trimmed: 85Sold out: 20

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 18

  1. Dfa Invt Dimensions Group in DUHP$2.8 million
  2. Wisdomtree Trust DGRW$1.7 million
  3. Sei Exchange Traded Funds SEUS$1.2 million
  4. Dfa Invt Dimensions Group Inc. U.s. SML CP Port$651,308
  5. Palo Alto Networks Inc. PANW$479,950
  6. Space Exploration Techn Corp. Class A Com STK SPCX$418,636
  7. Broadcom Inc. AVGO$393,862
  8. Dfa Invt Dimensions Group Inc. U.s. Core Eqty 2 DFACZZZZ$302,679

and 10 more in the table below

Added to 101

  1. Invesco QQQ Trust QQQ+1,912 shares · +188%
  2. Vanguard Malvern FDS VCRB+14,971 shares · +32%
  3. Vanguard Short-Term Corp. BD Idx VCSH+13,133 shares · +30%
  4. Dimensional ETF Trust DFAI+17,356 shares · +10%
  5. Prudential Financial Inc. PRU+6,238 shares · +205%
  6. HP Inc. HPQ+21,390 shares · +83%
  7. SPDR Gold MiniShares GLDM+8,021 shares · +11%
  8. Invesco Exchange Traded FD T SPHQ+7,754 shares · +6%

and 93 more in the table below

Trimmed 85

  1. Microsoft Corp. MSFT-3,915 shares · -38%
  2. Apple Inc. AAPL-5,900 shares · -18%
  3. Mastercard Inc. MA-2,698 shares · -39%
  4. Invesco Exch Traded FD Trust II SPHD-25,366 shares · -48%
  5. Alphabet Inc. GOOGL-2,884 shares · -19%
  6. Alphabet Inc. GOOG-2,366 shares · -62%
  7. Berkshire Hathaway Inc. Class B BRKB-1,530 shares · -27%
  8. Schwab US Large Cap SCHX-17,906 shares · -19%

and 77 more in the table below

Sold out of 20

  1. Dimensional ETF Trust DUHP$1.7 million last quarter
  2. Dimensional ETF Trust DFAS$817,559 last quarter
  3. First American Financial Corp. FAF$650,669 last quarter
  4. Schwab Fundamental Internationa FNDF$548,625 last quarter
  5. Vanguard Large Cap ETF VV$337,414 last quarter
  6. General Electric Co. GE$335,590 last quarter
  7. Dimensional ETF Trust DFAC$287,785 last quarter
  8. GE Vernova Inc. GEV$262,531 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Invesco Exchange Traded FD T SPHQ148.6K$12.5 million4.13%+7.8K
iShares Trust IGRO104.0K$9.2 million3.05%+4.2K
Apple Inc. AAPL27.4K$9.1 million3.01%-5.9K
SPDR S&P 500 SPY10.5K$8.0 million2.65%+400
Vanguard Ftse Developed Markets VEA112.1K$7.9 million2.61%-3.3K
Dimensional ETF Trust DFAI187.4K$7.8 million2.56%+17.4K
SPDR Gold MiniShares GLDM79.3K$6.5 million2.15%+8.0K
iShares Core S&P Mid-Cap ETF IJH89.5K$6.4 million2.13%-639
SPDR Gold Trust GLD16.5K$6.3 million2.08%-424
ProShares Trust NOBL107.8K$5.8 million1.93%-8.3K
Vanguard Intl Equity Index F VSS31.5K$4.9 million1.62%+2.1K
Vanguard Intermediate-Term Corp. VCIT59.0K$4.6 million1.53%+7.9K
Vanguard Malvern FDS VCRB62.0K$4.6 million1.51%+15.0K
SPDR Ser Trust SPMD72.3K$4.6 million1.50%+9.1K
Vanguard Short-Term Corp. BD Idx VCSH56.4K$4.4 million1.44%+13.1K
VG Totl STK Vprs VTI11.6K$4.3 million1.44%-17
Alphabet Inc. GOOGL12.0K$4.1 million1.36%-2.9K
iShares Gold Trust IAU50.7K$4.0 million1.31%-718
Vanguard Intl Equity Index F VT23.5K$3.7 million1.23%-919
Vanguard Small Cap ETF VB13.0K$3.7 million1.22%-95
Vanguard Specialized Funds VIG14.4K$3.4 million1.11%+2
Amazon.com Inc. AMZN13.4K$3.3 million1.10%-2.0K
Vanguard Total Bond Market ETF BND47.0K$3.3 million1.09%-2.3K
Microsoft Corp. MSFT6.3K$3.3 million1.07%-3.9K
First Trust Exchange Traded FD FGD98.0K$3.3 million1.07%-12.3K
SPDR Ser Trust TIPX162.3K$3.0 million0.98%+4.2K
Vanguard Whitehall FDS VYM18.4K$2.9 million0.95%-548
Vanguard Ftse Emerging Markets VWO48.0K$2.8 million0.94%+231
Dfa Invt Dimensions Group in DUHP67.9K$2.8 million0.94%new
Vanguard Real Estate ETF VNQ30.6K$2.7 million0.90%-167
Vanguard Mid Cap Index ETF VO33.0K$2.6 million0.85%-3.0K
Vanguard Value ETF VTV11.6K$2.5 million0.82%-436
NVIDIA Corp. NVDA10.8K$2.5 million0.81%+670
Vanguard Intl Equity Index F VNQI57.5K$2.4 million0.81%+1.2K
Vanguard Intermed Term Bond ETF BIV32.4K$2.4 million0.78%+637
Mastercard Inc. MA4.3K$2.4 million0.78%-2.7K
Schwab US Large Cap SCHX77.2K$2.3 million0.76%-17.9K
RTX Corp. RTX12.5K$2.3 million0.76%-669
Akre Focus ETF AKRE41.3K$2.2 million0.72%-4.8K
Invesco QQQ Trust QQQ2.9K$2.2 million0.72%+1.9K
iShares Trust WOOD31.9K$2.1 million0.71%no change
iShares Trust ACWI13.0K$2.1 million0.68%no change
Berkshire Hathaway Inc. Class B BRKB4.1K$2.0 million0.67%-1.5K
Vanguard Mid Cap Value ETF VOE10.2K$2.0 million0.66%+958
Dimensional ETF Trust DFAE48.5K$1.9 million0.63%+6.9K
Invesco Exchange-Traded FD Trust II S&P Global Water Index ETF CGW30.1K$1.9 million0.62%+4.5K
JPMorgan Chase & Co. JPM5.5K$1.8 million0.60%+493
Flexshares Trust TDTT75.2K$1.7 million0.58%+5.6K
Wisdomtree Trust DGRW17.3K$1.7 million0.56%new
Select Sector SPDR Trust XLE26.4K$1.6 million0.54%-3.3K
Pfizer Inc. PFE53.5K$1.5 million0.50%-6.2K
Vanguard FTSE All-World ex-US ETF VEU17.8K$1.5 million0.49%+322
HP Inc. HPQ47.2K$1.5 million0.49%+21.4K
iShares Trust SOXX2.5K$1.4 million0.47%-178
Sei Select Intl Equity SEIE39.5K$1.4 million0.47%-760
Vanguard Small Cap Value ETF VBR6.1K$1.4 million0.46%+647
Vanguard Scottsdale FDS VGIT24.2K$1.4 million0.45%+1.7K
Alps ETF Trust AMLP26.1K$1.4 million0.45%-2.4K
iShares Barclays Tips Bond TIP12.9K$1.3 million0.44%+3.6K
Invesco Exch Traded FD Trust II SPHD27.7K$1.3 million0.44%-25.4K
SPDR Ser Trust BILS13.3K$1.3 million0.44%+509
SPDR Ser Trust JNK13.5K$1.2 million0.41%-3.9K
Visa Inc. V3.5K$1.2 million0.41%-923
Chevron Corp. CVX6.1K$1.2 million0.41%-267
Sei Exchange Traded Funds SEUS47.8K$1.2 million0.40%new
Truist Financial Corp. TFC26.1K$1.2 million0.40%+59
Verizon Communications Inc. VZ26.2K$1.2 million0.40%-3.5K
Meta Platforms, Inc. META1.6K$1.2 million0.39%-2
T. Rowe Price Group, Inc. TROW11.4K$1.2 million0.39%+6.2K
Vanguard S&P 500 VOO1.7K$1.2 million0.39%-582
Eaton Vance Enhanced Equity EOI58.7K$1.2 million0.39%+3.2K
Dimensional ETF Trust DFAX29.9K$1.1 million0.37%+3
Prudential Financial Inc. PRU9.3K$1.1 million0.35%+6.2K
Eaton Vance Enhanced Equity EOS49.3K$1.1 million0.35%+3.3K
Schwab Strategic Trust SCHB35.7K$1.0 million0.35%no change
Advanced Micro Devices Inc. AMD1.6K$1.0 million0.33%-421
Invesco Exchange Traded FD T PPA6.4K$986,7010.33%+329
Vanguard BD Index FDS BSV12.8K$978,3080.32%+152
Wisdomtree Trust EPI23.9K$971,4930.32%-2.0K
Sei Enhanced U.s. Large Cap Value Factor ETF SEIV19.8K$971,2460.32%-2.0K
Franklin Templeton ETF Trust FLIN28.1K$941,4650.31%+2.6K
Vanguard Growth ETF VUG10.3K$925,6200.31%-3.7K
Best Buy Co., Inc. BBY10.4K$918,3640.30%+6.1K
Sei Enhanced U.s. Large Cap Momentum Factor ETF SEIM16.8K$901,9380.30%-891
iShares Trust IDEV9.8K$872,9670.29%+3.8K
AbbVie Inc. ABBV3.3K$867,8280.29%+380
Walmart Inc. WMT8.2K$853,2460.28%-148
Cisco Systems, Inc. CSCO7.9K$850,4260.28%-220
Vanguard Mun BD FDS VTEB17.9K$847,7450.28%+5.3K
SPDR Index SHS FDS GNR11.4K$844,8380.28%-350
General Mills Inc. GIS26.1K$839,5740.28%+14.8K
Caterpillar Inc. CAT1.0K$829,9990.27%+52
iShares Trust IHE8.1K$813,4010.27%+770
iShares Trust MCHI15.6K$813,0680.27%+2.0K
Dimensional ETF Trust DFIP20.8K$811,8580.27%+7.7K
iShares Trust EFA7.8K$805,7710.27%+191
Select Sector SPDR Trust XLV4.7K$786,6910.26%+946
iShares Core MSCI Emerging Mark IEMG9.6K$775,6240.26%+254
International Business Machines Corp. IBM3.5K$771,9570.25%+460
Chord Energy Corp. CHRD5.7K$768,6480.25%+2.7K
Procter & Gamble Co. PG5.2K$751,1750.25%-235
Palantir Technologies Inc. PLTR4.0K$749,6960.25%no change
iShares Trust ICLN43.7K$742,5440.25%-5.7K
Financial Select Sector SPDR ETF XLF13.9K$742,2890.25%-3.9K
SPDR Ser Trust SPAB30.0K$730,8980.24%+2.1K
Janus Detroit STR Trust JAAA14.4K$728,0480.24%-8.6K
ConocoPhillips COP5.8K$721,8250.24%-1.5K
iShares Trust FXI21.1K$718,8310.24%-5.5K
Goldman Sachs Group Inc. GS785$706,9230.23%+30
Technology Select Sector SPDR ETF XLK3.6K$702,3690.23%-1.4K
iShares Trust IXC12.3K$700,0710.23%no change
Sei Exchange Traded Funds SEIS22.3K$695,1460.23%-152
Vanguard Shrt-Term Infl-Prot Se VTIP13.9K$685,1820.23%+5.7K
United Bankshares Inc. UBSI14.8K$679,7840.22%+4.4K
OGE Energy Corp. OGE14.7K$669,1950.22%-9.5K
iShares Core S&P 500 ETF IVV867$664,1050.22%+2
iShares Core MSCI Eafe ETF IEFA6.8K$663,4730.22%no change
Merck & Co., Inc. MRK4.6K$663,1250.22%-342
Oracle Corp. ORCL4.8K$660,9610.22%+5
Dfa Invt Dimensions Group Inc. U.s. SML CP Port8.4K$651,3080.22%new
Johnson & Johnson JNJ2.4K$648,0400.21%-146
Vanguard Index FDS VOT2.2K$639,9180.21%+492
Fidelity National Financial, Inc. FNF16.5K$639,1000.21%+8.0K
UnitedHealth Group Inc. UNH1.7K$632,1750.21%+337
Vanguard Star FDS VXUS7.3K$618,2540.20%no change
Invesco Exchange Traded FD T PHO9.1K$616,8240.20%+1
Old Republic International Corp. ORI16.3K$608,7110.20%+23
Uber Technologies, Inc. UBER8.8K$604,2580.20%-375
Select Sector SPDR Trust XLU15.0K$590,2230.19%-5.7K
Flexshares Trust TDTF25.8K$585,7160.19%-7.2K
AES Corp. AES39.2K$584,4750.19%-35.8K
Taiwan Semiconductor Manufacturing Company Limited TSM1.3K$583,7590.19%+431
Vanguard World FD VGT4.6K$582,8860.19%-3.0K
Franklin Templeton Inc. BEN18.1K$582,8610.19%+7.5K
Sei Exchange Traded Funds SEEM14.5K$563,9070.19%-181
PNC Financial Services Group, Inc. PNC2.5K$555,0250.18%-2.0K
Lincoln National Corp. LNC13.4K$540,4010.18%+3.3K
Edison International EIX10.0K$539,5500.18%+458
Tesla, Inc. TSLA1.5K$534,3440.18%-208
Comcast Corp. CMCSA23.7K$516,0250.17%+10.4K
Schwab Strategic Trust SCHG14.3K$515,2000.17%-1.4K
Schwab Strategic Trust SCHV15.5K$514,8390.17%-886
Sei Exchange Traded Funds LEND20.6K$498,0580.16%-90
Parker-Hannifin Corp. PH519$495,8630.16%+216
Select Sector SPDR Trust XLP6.1K$494,9460.16%+34
Alphabet Inc. GOOG1.4K$491,0010.16%-2.4K
APA Corp. APA11.7K$484,9740.16%-10.9K
Palo Alto Networks Inc. PANW1.2K$479,9500.16%new
Vanguard Charlotte FDS BNDX10.2K$479,7150.16%+518
Schwab Strategic Trust SCHP18.7K$469,0420.15%+1.4K
SPDR Index SHS FDS FEZ6.8K$460,4350.15%+10
Sei Enhanced U.s. Large Cap Quality Factor ETF SEIQ11.1K$453,8050.15%-734
ExxonMobil Holdings Corp. XOM2.8K$453,2570.15%-127
U.S. Bancorp USB7.7K$445,0620.15%+8
Marvell Technology, Inc. MRVL1.7K$444,8800.15%-200
Weyerhaeuser Co. WY23.3K$444,6840.15%-431
Schwab Strategic Trust SCHA13.3K$434,2080.14%-5.9K
AstraZeneca PLC AZN2.6K$425,1500.14%+489
Space Exploration Techn Corp. Class A Com STK SPCX2.8K$418,6360.14%new
SPDR S&P Dividend ETF SDY2.8K$407,1750.13%no change
Thermo Fisher Scientific Inc. TMO603$406,9470.13%+9
iShares Trust IWR3.8K$402,0270.13%+400
Broadcom Inc. AVGO1.1K$393,8620.13%new
SPDR Ser Trust SPHY17.4K$392,5010.13%+579
Bank of America Corp. BAC7.2K$390,7170.13%+1.6K
Applied Materials Inc. AMAT724$370,0800.12%-32
Citizens Financial Group Inc. CFG5.8K$369,4590.12%-5.6K
SPDR Ser Trust KOMP5.5K$364,5790.12%+11
SPDR Ser Trust SPYV5.9K$362,8290.12%+22
iShares Trust IYW1.4K$362,3830.12%no change
MFS Active Exchange Traded F MFSI10.8K$351,9020.12%+1
Bristol-Myers Squibb Co. BMY5.6K$349,3580.12%+59
Netflix Inc. NFLX5.0K$349,0140.12%-1.7K
Novartis AG NVS2.4K$343,4510.11%+700
Wisdomtree Europe Smallcap Dividend Fund DFE4.5K$336,3390.11%-1.2K
iShares Trust MUB3.3K$333,8320.11%-1.6K
Global X Infrastr Development ETF (pave) PAVE6.0K$313,4350.10%+757
iShares Trust MBB3.5K$313,4010.10%+145
Cloudflare, Inc. NET900$312,5520.10%no change
SPDR S&P Software & Services ETF XSW1.6K$311,6530.10%+111
Vanguard Small Cap Growth ETF VBK907$306,4120.10%+45
Dfa Invt Dimensions Group Inc. U.s. Core Eqty 2 DFACZZZZ6.8K$302,6790.10%new
Costco Wholesale Corp. COST330$300,7520.10%no change
Abrdn Etfs BCI11.5K$297,1690.10%+110
Vanguard World FD VHT931$294,3670.10%+2
Nexstar Media Group, Inc. NXST1.8K$284,9290.09%+2
Regions Financial Corp. RF10.5K$281,3630.09%-9.6K
Waste Management Inc. WM1.4K$275,9530.09%+5
iShares ETFs ACWV2.2K$271,9690.09%-60
Abbott Laboratories ABT2.7K$270,3000.09%+335
Rockwell Automation, Inc. ROK615$267,7280.09%no change
Dimensional ETF Trust DIHP7.9K$264,6940.09%+587
SPDR S&P MidCap 400 ETF MDY397$260,7140.09%new
Home Depot, Inc. HD897$255,1100.08%+3
Schwab Strategic Trust SCHK6.9K$252,9540.08%no change
iShares Trust IWS1.6K$252,4080.08%no change
Pgim ETF Trust PAAA4.9K$251,8850.08%+24
iShares Trust IGSB4.9K$249,7460.08%no change
iShares S&P Growth Index FD IVW1.7K$246,3940.08%+228
Eastman Chemical Co. EMN3.8K$245,9720.08%-3.9K
SPDR Ser Trust QUS1.3K$244,2190.08%-67
Corning Inc. GLW1.6K$242,2580.08%+3
Twilio Inc. TWLO822$240,4030.08%new
Salesforce, Inc. CRM1.0K$240,3320.08%new
Intel Corp. INTC2.0K$239,5120.08%+140
Rayonier Inc. RYN13.0K$239,2680.08%no change
Schwab Strategic Trust SCHO9.7K$231,9910.08%+36
Vaneck ETF Trust EMLC9.1K$226,8470.07%+116
Huntington Bancshares Inc. HBAN14.8K$226,2520.07%-20.2K
Vanguard Whitehall FDS VWOB3.6K$224,7430.07%+25
Delta Air Lines, Inc. DAL2.7K$223,6770.07%-275
Vanguard World FD VPU1.3K$222,3000.07%-100
iShares Trust SCZ2.6K$219,6610.07%+134
Invesco Exch Traded FD Trust II KBWB2.5K$216,6820.07%+179
Vaneck ETF Trust MOAT2.0K$215,9730.07%no change
Zions Bancorporation, National Association ZION3.4K$213,7960.07%-2.7K
Accenture plc ACN1.2K$211,6090.07%new
iShares Trust USIG4.3K$210,9630.07%+243
Charles Schwab Corp. SCHW2.1K$209,0080.07%new
Qualcomm Inc. QCOM1.1K$207,5210.07%+2
JPMorgan Chase Finl Co. LLC AMJB5.9K$203,5340.07%new
iShares Trust IYM1.1K$203,2460.07%no change
Public Storage PSA710$200,8160.07%no change
Motorola Solutions, Inc. MSI450$200,6870.07%new
BlackRock Fund Advisors EWS6.0K$200,3920.07%new
Cohen & Steers Quality Incom RQI16.2K$176,9100.06%new
Invesco Exch Traded FD Trust II PGX10.0K$100,7600.03%no change
Joby Aviation, Inc. JOBY10.0K$60,5000.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.