Fund HoldingsLynx Investment Advisory

Total Portfolio Value
$183.26M
Total Bought
$20.47M
Total Sold
$6.43M
Net Transaction
+$14.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AKRE FOCUS ETF
AKRE FOCUS ETF
087,467+87,46705,7303.13%+5,730
ALPHABET INC CAP STK CL A(GOOG)14,53614,614+783,5344,5742.50%+1,040
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)69,42869,650+2225,3085,9463.24%+638
ISHARES MSCI EAFE ETF06,092+6,09205850.32%+585
ISHARES MSCI CHINA ETF
MSCI CHINA ETF
08,277+8,27704970.27%+497
APPLE INC COM(AAPL)25,47725,654+1776,4876,9743.81%+487
ISHARES GOLD TRUST(IAU)51,26751,617+3503,7314,1902.29%+459
ISHARES U.S. PHARMACEUTICALS ETF05,244+5,24404450.24%+445
ISHARES RUSSELL MIDCAP ETF04,565+4,56504400.24%+440
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
8,47919,132+10,6533167380.40%+422
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
144,468148,721+4,2535,2515,6683.09%+416
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
01,939+1,93903710.20%+371
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
122,586124,309+1,7238,9849,3295.09%+345
ISHARES INTERNATIONAL EQUITY FACTOR ETF
INTL EQTY FACTOR
08,867+8,86703350.18%+335
ISHARES INTL DIVIDEND GROWTH ETF
INTL DIV GRWTH
74,06275,307+1,2455,9016,2333.40%+333
SPDR GOLD SHARES ETF(GLD)16,29815,398-9005,7936,1023.33%+309
GENERAL MILLS INC COM(GIS)05,952+5,95202770.15%+277
ALPHABET INC CAP STK CL C(GOOG)3,7413,774+339111,1840.65%+273
VANGUARD CORE BOND ETF30,24533,948+3,7032,3712,6441.44%+273
INVESCO WATER RESOURCES ETF
WATER RES ETF
09,091+9,09106400.35%+640
VANGUARD FTSE DEV MKTS ETF (VEA)33,71236,624+2,9122,0202,2881.25%+268
ISHARES GLOBAL FINANCIALS ETF02,207+2,20702670.15%+267
WEYERHAEUSER CO COM NEW(WY)12,16723,971+11,8043025680.31%+266
ELI LILLY & CO COM(LLY)0227+22702440.13%+244
ISHARES GLOBAL ENERGY ETF6,56812,249+5,6812745140.28%+239
ASTRAZENECA PLC ORD(AZN)02,467+2,46702270.12%+227
ISHARES NATIONAL MUNI BOND ETF02,064+2,06402210.12%+221
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF03,255+3,25502190.12%+219
ISHARES GLOBAL TIMBER & FORESTRY ETF26,43529,991+3,5561,9412,1601.18%+219
EXXON MOBIL CORP COM01,816+1,81602190.12%+219
HONEYWELL INTL INC COM(HON)01,097+1,09702140.12%+214
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
04,445+4,44502120.12%+212
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
02,043+2,04302120.12%+212
QUALCOMM INC COM(QCOM)01,219+1,21902090.11%+209
DELTA AIR LINES INC COM NEW(DAL)02,941+2,94102040.11%+204
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
0838+83802020.11%+202
SCHWAB CHARLES CORP COM(SCHW)02,021+2,02102020.11%+202
SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
9,96612,732+2,7666198200.45%+201
AMAZON COM INC COM(AMZN)14,89415,035+1413,2703,4701.89%+200
MICROSOFT CORP COM(MSFT)9,37610,420+1,0444,8565,0392.75%+183
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
QIM US LARGE VAL
19,59622,377+2,7817629290.51%+166
ADVANCED MICRO DEVICES INC COM(AMD)2,1472,260+1133474840.26%+137
SCHWAB U.S. LARGE-CAP ETF046,217+46,21701,2440.68%+1,244
CATERPILLAR INC COM(CAT)1,0441,104+604986320.34%+134
COHEN & STEERS QUALITY INCOME COM(RQI)011,339+11,33901290.07%+129
INVESCO S&P GLOBAL WATER INDEX ETF025,903+25,90301,6320.89%+1,632
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
2,0652,665+6003214170.23%+96
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
QIM US LARGE CAP
17,07118,788+1,7177758670.47%+92
COMERICA INC COM4,9414,915-263394270.23%+89
VANGUARD TOTAL BOND MARKET ETF16,84718,024+1,1771,2531,3350.73%+82
RAYONIER INC COM(RYN)7,56113,032+5,4712012820.15%+81
AES CORP COM(AES)74,48573,938-5479801,0600.58%+80
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF08,537+8,53704220.23%+422
SCHWAB U.S. SMALL-CAP ETF18,81320,803+1,9905255920.32%+68
MERCK & CO INC COM(MRK)3,9723,789-1833333990.22%+65
CISCO SYS INC COM(CSCO)05,045+5,04503890.21%+389
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
7,4468,953+1,5073684330.24%+64
VANGUARD FTSE EMRG MKTS ETF (VWO)14,81516,121+1,3068038670.47%+64
SCHWAB US TIPS ETF13,43616,047+2,6113624250.23%+63
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
015,373+15,37303640.20%+364
VANGUARD HIGH DIVIDEND YIELD INDEX ETF11,05811,291+2331,5591,6210.88%+62
BANK AMERICA CORP COM06,238+6,23803430.19%+343
SEI SELECT INTERNATIONAL EQUITY ETF
SELE INTL EQ ETF
43,71642,799-9171,3341,3920.76%+59
JANUS HENDERSON GROUP PLC ORD SHS20,80020,679-1219269840.54%+58
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
QIM US LRG CAP Q
9,66510,837+1,1723744220.23%+48
SPDR S&P 500 ETF(SPY)5,1575,108-493,4353,4831.90%+48
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF02,170+2,17002580.14%+258
SCHWAB SHORT-TERM US TREASURY ETF011,263+11,26302740.15%+274
OLD REP INTL CORP COM(ORI)15,22215,098-1246466890.38%+43
CITIZENS FINL GROUP INC COM(CFG)8,6068,553-534585000.27%+42
EDISON INTL COM(EIX)9,2559,216-395125530.30%+42
NETFLIX INC. COM(NFLX)06,396+6,39606000.33%+600
FORD MTR CO COM(F)31,45231,337-1153764110.22%+35
WALMART INC COM(WMT)4,0794,071-84204540.25%+33
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
024,442+24,44208000.44%+800
ISHARES MBS ETF02,909+2,90902770.15%+277
SEI SELECT SMALL CAP ETF
SELE SMAL CA ETF
21,29922,413+1,1145956260.34%+31
ISHARES SEMICONDUCTOR ETF3,4003,162-2389229520.52%+31
VANGUARD S&P 500 ETF1,8471,851+41,1311,1610.63%+30
US BANCORP DEL COM NEW(USB)07,391+7,39103940.22%+394
JPMORGAN CHASE & CO COM(JPM)2,7082,736+288548820.48%+27
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
0922+92202660.14%+266
INTERNATIONAL BUSINESS MACHS COM(IBM)02,871+2,87108500.46%+850
JOHNSON & JOHNSON COM(JNJ)1,2521,249-32322580.14%+26
TESLA INC COM(TSLA)01,454+1,45406540.36%+654
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
2,5415,113+2,5727167360.40%+20
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)868862-62422620.14%+20
PNC FINL SVCS GROUP INC COM(PNC)2,8542,838-165735920.32%+19
VISA INC COM CL A(V)03,852+3,85201,3510.74%+1,351
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
7,9608,003+434404550.25%+14
SCHWAB U.S. LARGE-CAP VALUE ETF17,06717,195+1284975090.28%+12
VANGUARD VALUE ETF01,525+1,52502910.16%+291
REGIONS FINANCIAL CORP NEW COM(RF)19,61619,505-1115175290.29%+11
INVESCO QQQ TRUST SERIES I753754+14524630.25%+11
ISHARES CORE S&P 500 ETF615617+24124230.23%+11
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
09,658+9,65809580.52%+958
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
03,172+3,17202840.15%+284
UNITED BANKSHARES INC WEST VA COM(UBSI)010,178+10,17803910.21%+391
ZIONS BANCORPORATION N A COM(ZION)06,052+6,05203540.19%+354
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
ST STR MSCI USAQ
1,9101,926+163273350.18%+8
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