Institutions / Lynx Investment Advisory
Lynx Investment Advisory
CIK 2028812 · Institution · as of Dec 31, 2025
Portfolio value
$183.26M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco S&P 500 Quality ETF | $9.33M | 5.1% |
| Apple Inc. | $6.97M | 3.8% |
| iShares Core S&P Mid-Cap ETF | $6.49M | 3.5% |
| iShares Intl Dividend Growth ETF | $6.23M | 3.4% |
| SPDR Gold Shares ETF | $6.10M | 3.3% |
| SPDR Gold Minishares Trust of Beneficial Interest | $5.95M | 3.2% |
| Akre Focus ETF | $5.73M | 3.1% |
| Dimensional International Core Equity Market ETF | $5.67M | 3.1% |
| ProShares S&P 500 Dividend Aristocrats ETF | $5.42M | 3.0% |
| Microsoft Corp | $5.04M | 2.7% |
| Alphabet Inc. | $4.57M | 2.5% |
| iShares Gold Trust | $4.19M | 2.3% |
| First Trust Dow Jones Global Select Dividend Index Fund | $4.15M | 2.3% |
| SPDR S&P 500 ETF | $3.48M | 1.9% |
| Amazon.com Inc | $3.47M | 1.9% |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | $3.43M | 1.9% |
| Mastercard Inc | $3.02M | 1.6% |
| Warren E. Buffett | $2.78M | 1.5% |
| Vanguard Intermediate-Term Bond ETF | $2.71M | 1.5% |
| Vanguard Core Bond ETF | $2.64M | 1.4% |
| Vanguard Ftse Dev Mkts ETF (Vea) | $2.29M | 1.2% |
| iShares Global Timber & Forestry ETF | $2.16M | 1.2% |
| Invesco S&P 500 High Dividend Low Volatility ETF | $2.13M | 1.2% |
| NVIDIA Corp | $1.76M | 1.0% |
| Invesco S&P Global Water Index ETF | $1.63M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.