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
$0
$8.98 Billion 5.37% of portfolio
122,586
Q3 2025 Added 1.86%
$0
$6.62 Billion 3.96% of portfolio
101,383
Q3 2025 Reduced 0.51%
$4.3T
$6.49 Billion 3.88% of portfolio
25,477
Q3 2025 Reduced 1.75%
$0
$5.9 Billion 3.53% of portfolio
74,062
Q3 2025 Added 1.99%
$130B
$5.79 Billion 3.47% of portfolio
16,298
Q3 2025 Added 4.08%
$0
$5.54 Billion 3.32% of portfolio
53,787
Q3 2025 Added 10.93%
$11.9B
$5.31 Billion 3.18% of portfolio
69,428
Q3 2025 Added 5.07%
$0
$5.25 Billion 3.14% of portfolio
144,468
Q3 2025 Added 2.56%
$3.78T
$4.86 Billion 2.91% of portfolio
9,376
Q3 2025 Added 0.89%
$0
$4.2 Billion 2.51% of portfolio
146,107
Q3 2025 Reduced 2.73%
$65.3B
$3.73 Billion 2.23% of portfolio
51,267
Q2 2025 Added 0.74%
$0
$3.56 Billion 2.13% of portfolio
62,265
Q3 2025 Added 0.45%
$1.65T
$3.53 Billion 2.11% of portfolio
14,536
Q3 2025 Added 0.84%
$0
$3.44 Billion 2.06% of portfolio
5,157
Q3 2025 Added 37.85%
$2.39T
$3.27 Billion 1.96% of portfolio
14,894
Q3 2025 Added 0.76%
$512B
$3.15 Billion 1.89% of portfolio
5,542
Q3 2025 Reduced 2.94%
$0
$2.81 Billion 1.68% of portfolio
35,939
Q3 2025 Added 22.91%
$0
$2.38 Billion 1.43% of portfolio
48,178
Q3 2025 Added 8.1%
Vanguard Core Bond ETF
-
$2.37 Billion 1.42% of portfolio
-
Q3 2025 Added 54.65%
$465B
$2.04 Billion 1.22% of portfolio
10,960
Q3 2025 Reduced 6.39%
$0
$2.02 Billion 1.21% of portfolio
33,712
Q3 2025 Added 0.01%
-
$1.94 Billion 1.16% of portfolio
-
Q3 2025 Added 0.91%
$0
$1.56 Billion 0.93% of portfolio
11,058
Q3 2025 Added 15.37%
$0
$1.53 Billion 0.91% of portfolio
23,770
Q3 2025 Reduced 21.82%
$1.37T
$1.37 Billion 0.82% of portfolio
1,859
Q3 2025 Added 1.14%
$533B
$1.33 Billion 0.8% of portfolio
3,905
Q3 2025 Reduced 0.08%
$0
$1.34 Billion 0.8% of portfolio
15,044
Q3 2025 Added 19.08%
Sei Select International Equity ETF
-
$1.33 Billion 0.8% of portfolio
-
Q3 2025 Added 2.52%
$141B
$1.26 Billion 0.75% of portfolio
49,424
Q3 2025 Reduced 1.58%
$0
$1.25 Billion 0.75% of portfolio
16,847
Q3 2025 Added 1.2%
$0
$1.18 Billion 0.7% of portfolio
61,017
Q3 2025 Added 27.84%
$0
$1.13 Billion 0.68% of portfolio
20,954
Q3 2025 Reduced 10.15%
$0
$1.13 Billion 0.68% of portfolio
1,847
Q3 2025 Reduced 5.23%
$8.96B
$1.1 Billion 0.66% of portfolio
23,841
Q3 2025 Reduced 3.98%
$0
$1.11 Billion 0.66% of portfolio
42,041
Q3 2025 Reduced 14.4%
$113B
$1.02 Billion 0.61% of portfolio
10,758
Q3 2025 Reduced 3.87%
$9.23B
$980 Million 0.59% of portfolio
74,485
Q3 2025 Reduced 4.06%
$0
$980 Million 0.59% of portfolio
7,039
Q3 2025 Reduced 21.03%
$303B
$978 Million 0.59% of portfolio
6,297
Q3 2025 Reduced 2.17%
$0
$950 Million 0.57% of portfolio
10,897
Q3 2025 Reduced 12.85%
$0
$948 Million 0.57% of portfolio
9,523
Q3 2025 Reduced 4.15%
$0
$922 Million 0.55% of portfolio
3,400
Q3 2025 Added 0.24%
$1.74T
$911 Million 0.55% of portfolio
3,741
Q3 2025 Added 0.78%
$7.17B
$926 Million 0.55% of portfolio
20,800
Q3 2025 Reduced 3.96%
$172B
$910 Million 0.54% of portfolio
20,715
Q3 2025 Reduced 1.26%
$181B
$908 Million 0.54% of portfolio
9,270
Q3 2025 Reduced 0.7%
$0
$908 Million 0.54% of portfolio
37,322
Q3 2025 Added 12.65%
$0
$906 Million 0.54% of portfolio
28,745
Q3 2025 Reduced 3.99%
$0
$867 Million 0.52% of portfolio
33,536
Q3 2025 Reduced 12.47%

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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