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 ETFs Only

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%
$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%
$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%
$0
$3.44 Billion 2.06% of portfolio
5,157
Q3 2025 Added 37.85%
$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%
$0
$2.02 Billion 1.21% of portfolio
33,712
Q3 2025 Added 0.01%
$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%
$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%
$0
$1.11 Billion 0.66% of portfolio
42,041
Q3 2025 Reduced 14.4%
$0
$980 Million 0.59% of portfolio
7,039
Q3 2025 Reduced 21.03%
$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%
$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%
$0
$803 Million 0.48% of portfolio
14,815
Q3 2025 Reduced 1.56%
$0
$785 Million 0.47% of portfolio
13,264
Q3 2025 Reduced 21.2%
$0
$762 Million 0.46% of portfolio
19,596
Q3 2025 Added 19.93%
$0
$775 Million 0.46% of portfolio
17,071
Q3 2025 Added 20.58%
$0
$767 Million 0.46% of portfolio
24,439
Q3 2025 Reduced 4.56%
$0
$716 Million 0.43% of portfolio
2,541
Q3 2025 Added 2.17%
$0
$715 Million 0.43% of portfolio
958
Q3 2025 Added 0.21%
$0
$691 Million 0.41% of portfolio
1,442
Q3 2025 Reduced 0.96%
$0
$619 Million 0.37% of portfolio
9,966
Q3 2025 Added 80.48%
$0
$571 Million 0.34% of portfolio
7,281
Q3 2025 Reduced 3.69%
$0
$525 Million 0.31% of portfolio
18,813
Q3 2025 Reduced 4.08%
$0
$497 Million 0.3% of portfolio
17,067
Q3 2025 Added 0.92%
$0
$471 Million 0.28% of portfolio
14,746
Q3 2025 Reduced 2.58%
$0
$448 Million 0.27% of portfolio
8,954
Q3 2025 Added 0.3%
$0
$452 Million 0.27% of portfolio
753
Q2 2025 Added 0.27%
$0
$440 Million 0.26% of portfolio
7,960
Q3 2025 Added 0.47%
$0
$412 Million 0.25% of portfolio
615
Q3 2025 Added 0.33%
$0
$394 Million 0.24% of portfolio
5,589
Q3 2025 Added 0.67%
$0
$368 Million 0.22% of portfolio
7,446
Q3 2025 Added 4.46%
$0
$362 Million 0.22% of portfolio
13,436
Q3 2025 Added 4.12%
$0
$372 Million 0.22% of portfolio
5,157
Q3 2025 Added 0.02%

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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