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LYNX INVESTMENT ADVISORY
LYNX INVESTMENT ADVISORY
Latest filing: 2026-06-30
LYNX INVESTMENT ADVISORY runs LYNX INVESTMENT ADVISORY and currently holds 230 stock positions, which is about the same as the average of 230 among the investors we track. The portfolio is valued at approximately $305.23M. Their top holdings are SPHQ, AAPL, VEA, SPY, DFAI. The top five represent 14.8% of reported portfolio weight. LYNX INVESTMENT ADVISORY ranks #814 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LYNX INVESTMENT ADVISORY initiated 13 new positions. They added to 65 existing positions. They trimmed 21 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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230 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPHQ INVESCO S&P 500 QUALITY ETF | 4.16% | $66.53 | $85.97 | +29.22% | Trimmed -3.17% |
 AAPL APPLE INC COM | 3.16% | $235.22 | $309.35 | +31.52% | Added +31.01% |
 VEA VANGUARD FTSE DEV MKTS ETF (VEA) | 2.69% | $63.93 | $73.43 | +14.86% | Added +136.54% |
 SPY SPDR S&P 500 ETF | 2.48% | $651.45 | $765.62 | +17.53% | Added +51.76% |
 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 2.30% | $31.39 | $43.33 | +38.04% | Added +2.07% |
 IJH ISHARES CORE S&P MID-CAP ETF | 2.28% | $60.12 | $76.75 | +27.66% | Trimmed -21.83% |
 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 2.14% | $49.51 | $58.75 | +18.65% | Added +79.62% |
 GLD SPDR GOLD SHARES ETF | 2.05% | $242.70 | $423.45 | +74.47% | Added +0.88% |
 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 1.85% | $49.83 | $91.32 | +83.26% | Trimmed -1.29% |
 GOOGL ALPHABET INC CAP STK CL A | 1.74% | $192.67 | $344.82 | +78.97% | Added +5.93% |
Showing 1-10 of 230