Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $167 Billion
  • Q3 2025

Lynx Investment Advisory has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $8.98B, Ishares Core S&P Mid Cap ETF with a value of $6.62B, Apple Inc. with a value of $6.49B, Ishares Tr International Divid with a value of $5.9B, and Spdr Gold Trust with a value of $5.79B.

Examining the 13F form we can see an increase of $14B in the current position value, from $153B to 167B.

Lynx Investment Advisory is based out at Washington, Dc, DC

Below you can find more details about Lynx Investment Advisory portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $100 Billion
Technology: $17.8 Billion
Financial Services: $16 Billion
Communication Services: $8.15 Billion
Consumer Cyclical: $5.56 Billion
Energy: $3 Billion
Utilities: $2.59 Billion
Healthcare: $2.54 Billion
Other: $3.31 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$388B
$347 Million 0.21% of portfolio
2,147
Q3 2025 Reduced 0.14%
$7.63B
$345 Million 0.21% of portfolio
6,104
Q3 2025 Reduced 4.19%
$265B
$349 Million 0.21% of portfolio
439
Q2 2025 Added 4.77%
$0
$344 Million 0.21% of portfolio
4,286
Q3 2025 Reduced 0.37%
$7.07B
$342 Million 0.2% of portfolio
1,728
Q3 2025 Reduced 4.0%
$0
$327 Million 0.2% of portfolio
1,910
Q2 2025 Added 0.58%
$235B
$333 Million 0.2% of portfolio
3,972
Q2 2025 Added 16.52%
$10.3B
$339 Million 0.2% of portfolio
4,941
Q3 2025 Reduced 3.78%
$0
$332 Million 0.2% of portfolio
2,982
Q3 2025 Added 0.71%
$367B
$328 Million 0.2% of portfolio
809
Q3 2025 Added 0.25%
$0
$341 Million 0.2% of portfolio
5,479
Q3 2025 Added 0.22%
$0
$331 Million 0.2% of portfolio
7,845
Q3 2025 Added 0.91%
$0
$343 Million 0.2% of portfolio
6,766
Q3 2025 Reduced 3.8%
$151B
$338 Million 0.2% of portfolio
958
Q3 2025 New
$17B
$321 Million 0.19% of portfolio
4,239
Q3 2025 Reduced 3.62%
$404B
$315 Million 0.19% of portfolio
340
Q3 2025 Reduced 0.58%
$319B
$323 Million 0.19% of portfolio
4,726
Q3 2025 Added 0.32%
$0
$321 Million 0.19% of portfolio
2,065
Q3 2025 Added 0.24%
$0
$313 Million 0.19% of portfolio
4,754
Q3 2025 Reduced 0.27%
$0
$301 Million 0.18% of portfolio
976
Q3 2025 Added 0.31%
$9.63B
$308 Million 0.18% of portfolio
11,024
Q3 2025 Reduced 3.54%
$16.4B
$302 Million 0.18% of portfolio
12,167
Q3 2025 Added 53.43%
$85.9B
$300 Million 0.18% of portfolio
1,356
Q3 2025 Added 0.07%
$0
$302 Million 0.18% of portfolio
12,608
Q3 2025 Added 4.32%
$413B
$281 Million 0.17% of portfolio
5,449
Q3 2025 Reduced 16.57%
$0
$282 Million 0.17% of portfolio
4,120
Q3 2025 New
$0
$280 Million 0.17% of portfolio
1,500
Q3 2025 Added 0.13%
$0
$274 Million 0.16% of portfolio
3,138
Q2 2025 Added 1.03%
$328B
$261 Million 0.16% of portfolio
868
Q3 2025 Added 0.12%
$0
$274 Million 0.16% of portfolio
6,568
Q2 2025 Reduced 11.34%
$3.86B
$271 Million 0.16% of portfolio
2,732
Q3 2025 Reduced 4.04%
$0
$259 Million 0.16% of portfolio
6,726
Q3 2025 New
$0
$245 Million 0.15% of portfolio
2,575
Q3 2025 Added 4.46%
$300B
$251 Million 0.15% of portfolio
728
Q3 2025 Reduced 6.55%
$522B
$232 Million 0.14% of portfolio
1,252
Q3 2025 New
$103B
$241 Million 0.14% of portfolio
1,856
Q3 2025 Added 0.16%
$0
$230 Million 0.14% of portfolio
9,406
Q3 2025 Added 1.53%
$1.46T
$242 Million 0.14% of portfolio
868
Q3 2025 New
$3.18B
$232 Million 0.14% of portfolio
5,700
Q3 2025 New
$173B
$242 Million 0.14% of portfolio
4,046
Q1 2025 Reduced 0.47%
$0
$231 Million 0.14% of portfolio
4,442
Q2 2025 Added 1.12%
$0
$238 Million 0.14% of portfolio
917
Q3 2025 Reduced 5.17%
$0
$212 Million 0.13% of portfolio
1,766
Q3 2025 Added 1.15%
$11B
$222 Million 0.13% of portfolio
9,588
Q3 2025 Reduced 3.35%
$0
$217 Million 0.13% of portfolio
1,573
Q3 2025 New
$193B
$223 Million 0.13% of portfolio
1,951
Q3 2025 New
$12B
$203 Million 0.12% of portfolio
912
Q3 2025 New
Mfs Active International ETF
-
$207 Million 0.12% of portfolio
-
Q3 2025 New
$3.19B
$201 Million 0.12% of portfolio
7,561
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $167 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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