# EDGAR Filing Document

**Accession Number:** 0002110354
**File Stem:** 0001754960-26-000378
**Filing Date:** 2026-5
**Character Count:** 8947
**Document Hash:** 39353e0896e6608359472630b0ee5cae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000378.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001754960-26-000378

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lynch Investment Planning, LLC
- **CENTRAL INDEX KEY:** 0002110354

**ORGANIZATION NAME:**
- **EIN:** 862457557
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26688
- **FILM NUMBER:** 26970534

**BUSINESS ADDRESS:**
- **STREET 1:** 2 CAMPUS BOULEVARD
- **STREET 2:** SUITE 106
- **CITY:** NEWTOWN SQUARE
- **STATE:** PA
- **ZIP:** 19073
- **BUSINESS PHONE:** 4844728956

**MAIL ADDRESS:**
- **STREET 1:** 2 CAMPUS BOULEVARD
- **STREET 2:** SUITE 106
- **CITY:** NEWTOWN SQUARE
- **STATE:** PA
- **ZIP:** 19073

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lynch Investment Planning LLC<br>**Address:** 2 CAMPUS BOULEVARD<br>SUITE 106<br>NEWTOWN SQUARE, PA 19073

**Form 13F File Number:** 028-26688

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 54

**Form 13F Information Table Value Total:** $111286797

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 378797 | 1742 | SH |  | SOLE |  | 0 | 0 | 1742 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 407892 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2033342 | 7071 | SH |  | SOLE |  | 0 | 0 | 7071 |
| AMAZON COM INC | COM | 023135106 |  | 1025771 | 4925 | SH |  | SOLE |  | 0 | 0 | 4925 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 216206 | 739 | SH |  | SOLE |  | 0 | 0 | 739 |
| APPLE INC | COM | 037833100 |  | 2214378 | 8725 | SH |  | SOLE |  | 0 | 0 | 8725 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 481435 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1023030 | 2135 | SH |  | SOLE |  | 0 | 0 | 2135 |
| BROADCOM INC | COM | 11135F101 |  | 255655 | 826 | SH |  | SOLE |  | 0 | 0 | 826 |
| CISCO SYS INC | COM | 17275R102 |  | 379084 | 4886 | SH |  | SOLE |  | 0 | 0 | 4886 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 237707 | 239 | SH |  | SOLE |  | 0 | 0 | 239 |
| DEERE  CO | COM | 244199105 |  | 499833 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 553713 | 12272 | SH |  | SOLE |  | 0 | 0 | 12272 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 8473115 | 230498 | SH |  | SOLE |  | 0 | 0 | 230498 |
| EMERSON ELEC CO | COM | 291011104 |  | 421321 | 3216 | SH |  | SOLE |  | 0 | 0 | 3216 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 297910 | 1756 | SH |  | SOLE |  | 0 | 0 | 1756 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 318508 | 928 | SH |  | SOLE |  | 0 | 0 | 928 |
| HOME DEPOT INC | COM | 437076102 |  | 491950 | 1496 | SH |  | SOLE |  | 0 | 0 | 1496 |
| HONEYWELL INTL INC | COM | 438516106 |  | 313052 | 1385 | SH |  | SOLE |  | 0 | 0 | 1385 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 301175 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 239376 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1397829 | 2422 | SH |  | SOLE |  | 0 | 0 | 2422 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 3300933 | 22762 | SH |  | SOLE |  | 0 | 0 | 22762 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 5568391 | 23434 | SH |  | SOLE |  | 0 | 0 | 23434 |
| ISHARES TR | S 100 ETF | 464287101 |  | 2437875 | 7665 | SH |  | SOLE |  | 0 | 0 | 7665 |
| ISHARES TR | CORE S ETF | 464287200 |  | 294609 | 451 | SH |  | SOLE |  | 0 | 0 | 451 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 5719703 | 57618 | SH |  | SOLE |  | 0 | 0 | 57618 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1038484 | 10692 | SH |  | SOLE |  | 0 | 0 | 10692 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1492264 | 22098 | SH |  | SOLE |  | 0 | 0 | 22098 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4833184 | 38880 | SH |  | SOLE |  | 0 | 0 | 38880 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 388904 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 955241 | 18791 | SH |  | SOLE |  | 0 | 0 | 18791 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 7055657 | 77937 | SH |  | SOLE |  | 0 | 0 | 77937 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 4455497 | 63487 | SH |  | SOLE |  | 0 | 0 | 63487 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 726460 | 2470 | SH |  | SOLE |  | 0 | 0 | 2470 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 296735 | 1214 | SH |  | SOLE |  | 0 | 0 | 1214 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 270688 | 8073 | SH |  | SOLE |  | 0 | 0 | 8073 |
| LOWES COS INC | COM | 548661107 |  | 305844 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| MICROSOFT CORP | COM | 594918104 |  | 1159301 | 3132 | SH |  | SOLE |  | 0 | 0 | 3132 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 597535 | 3426 | SH |  | SOLE |  | 0 | 0 | 3426 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 17740314 | 192244 | SH |  | SOLE |  | 0 | 0 | 192244 |
| QUALCOMM INC | COM | 747525103 |  | 207207 | 1609 | SH |  | SOLE |  | 0 | 0 | 1609 |
| RBB FD INC | US TRSRY 6 MNTH | 74933W460 |  | 254243 | 5067 | SH |  | SOLE |  | 0 | 0 | 5067 |
| RTX CORPORATION | COM | 75513E101 |  | 377891 | 1959 | SH |  | SOLE |  | 0 | 0 | 1959 |
| REALTY INCOME CORP | COM | 756109104 |  | 221099 | 3598 | SH |  | SOLE |  | 0 | 0 | 3598 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 11132223 | 17071 | SH |  | SOLE |  | 0 | 0 | 17071 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 4731290 | 10193 | SH |  | SOLE |  | 0 | 0 | 10193 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 8593181 | 109593 | SH |  | SOLE |  | 0 | 0 | 109593 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 211670 | 2258 | SH |  | SOLE |  | 0 | 0 | 2258 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 930282 | 12379 | SH |  | SOLE |  | 0 | 0 | 12379 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1045875 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2055724 | 10478 | SH |  | SOLE |  | 0 | 0 | 10478 |
| WALMART INC | COM | 931142103 |  | 571116 | 4586 | SH |  | SOLE |  | 0 | 0 | 4586 |
| WELLS FARGO  CO | COM | 949746101 |  | 356298 | 4476 | SH |  | SOLE |  | 0 | 0 | 4476 |

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