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Lynx Investment Advisory

RIA/Wealth

Lynx Investment Advisory is a RIA/Wealth based in Washington, DC led by Vipin (Nmn) Sahijwani, reporting $1.3B in AUM as of Q3 2025 with 54% ETF concentration.

CEOVipin (Nmn) Sahijwani
Portfolio Value
$164.5M
Positions
146
Top Holding
SPHQ at 5.46%
Last Reported
Q3 2025
Address1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036, United States

Top Holdings

Largest long holdings in Lynx Investment Advisory's portfolio (35.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$9.0M
5.46%
+$163.9K
Bought
122.6K shares
ETF
ETF
$6.6M
4.02%
-$33.7K
Sold
101.4K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$6.5M
3.94%
-$115.6K
Sold
0.00%
25.5K shares
ETF
ETF
$5.9M
3.59%
+$115.3K
Bought
74.1K shares
Unknown
Unknown
$5.8M
3.52%
+$227.1K
Bought
16.3K shares
ETF
ETF
$5.5M
3.37%
+$546.3K
Bought
53.8K shares
Unknown
Unknown
$5.3M
3.23%
+$256.2K
Bought
69.4K shares
ETF
ETF
$5.3M
3.19%
+$131.0K
Bought
144.5K shares
Software - Infrastructure
Technology
$4.9M
2.95%
+$43.0K
Bought
0.00%
9.4K shares
ETF
ETF
$4.2M
2.55%
-$117.8K
Sold
146.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lynx Investment Advisory's latest filing

See all changes
Market Value
$164.5M
Prior: $150.9M
Q/Q Change
+9.04%
+$13.6M
Net Flows % of MV
+0.261%
Turnover Ratio
4.76%
New Purchases
3 stocks
$1.0M
Added To
61 stocks
+$5.9M
Sold Out Of
10 stocks
$2.8M
Reduced Holdings
64 stocks
-$3.6M

Increased Positions

PositionShares Δ
New
New
New
+80.48%
+64.39%

Decreased Positions

PositionShares Δ
Sold
Sold
3
SHEL
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Lynx Investment Advisory

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Sector Allocation

ETF: 54.00%ETFTechnology: 10.80%TechnologyFinancial Services: 9.80%Financial ServicesCommunication Services: 5.00%Consumer Cyclical: 3.40%Energy: 1.70%Utilities: 1.60%Healthcare: 1.50%Consumer Defensive: 0.90%Industrials: 0.60%Real Estate: 0.40%
ETF
54.00%
Technology
10.80%
Financial Services
9.80%
Communication Services
5.00%
Consumer Cyclical
3.40%
Energy
1.70%
Utilities
1.60%
Healthcare
1.50%
Consumer Defensive
0.90%
Industrials
0.60%
Real Estate
0.40%

Market Cap Distribution

Mega Cap (> $200B): 24.92%Mega Cap (> $200B)Large Cap ($10B - $200B): 6.65%Mid Cap ($2B - $10B): 4.00%N/A (ETF or Unknown): 64.44%N/A (ETF or Unknown)
Mega Cap (> $200B)
24.92%
Large Cap ($10B - $200B)
6.65%
Mid Cap ($2B - $10B)
4.00%
N/A (ETF or Unknown)
64.44%

Portfolio Concentration

Top 10 Holdings %
35.82%
Top 20 Holdings %
54.7%
Top 50 Holdings %
76.13%
Top 100 Holdings %
92.12%

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