Lynch Investment Planning, LLC has disclosed its latest investment holdings, reporting a total value of $136.3 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and asset allocations.
As a firm based in Newtown Square, Pennsylvania, Lynch Investment Planning operates in the investment management sector. The company is categorized under the SIC description for investment advice and portfolio management. This recent filing, dated October 27, 2026, is part of a series of reports that Lynch has submitted, reflecting its ongoing investment activities.
The filing indicates that Lynch Investment Planning has a total of 233 entries in its holdings. Notably, the firm has made investments in various companies, showcasing a diverse portfolio. The filing states, "the total value of the holdings is $136323015," emphasizing the scale of their investment activities.
This update may impact various stakeholders, including clients, investors, and competitors in the investment management industry. Firms like BlackRock and Vanguard are significant players in this space, and Lynch's strategies may influence market trends and investor decisions.
Looking forward, it remains unclear what specific actions Lynch Investment Planning will take next, as the filing does not outline any forthcoming plans or additional filings.