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CIK: 0000059558
Total reported value
$3.9B
$3.9B
1203 檔
33.8%
During the Q1 2024 filing period, Lincoln National CORP (CIK: 0000059558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 1203 reported positions.
During Q1 2024, Lincoln National CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.59% | +0.07% | -1.04% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.14% | — | -1.80% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.87% | -0.93% | +6.05% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.66% | — | -0.88% | |
| 5 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 3.34% | — | +3.20% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.05% | -0.12% | +4.66% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.99% | -0.58% | +7.97% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.76% | -0.15% | +0.82% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.36% | -0.38% | +3.27% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.28% | -0.50% | +5.75% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.20% | -0.46% | +5.31% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.20% | — | +2.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.98% | — | -0.04% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | -0.09% | +1.57% | |
| 15 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.42% | — | -0.02% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | +3.43% | NEW | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | — | +3.23% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.32% | -0.08% | +0.48% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | — | +1.13% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | — | +19.89% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | — | +9.06% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | — | +5.30% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.80% | — | -0.13% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | — | -1.32% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | — | -1.73% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | — | +3.40% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | — | +236.53% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.70% | — | -1.64% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | — | -2.87% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | — | -1.72% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | — | +10.08% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | — | +5.85% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | +10.04% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.57% | — | +15.58% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.50% | — | +2.73% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +24.02% | |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.48% | — | +8.46% | |
| 38 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.46% | — | -3.12% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | — | +32.08% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-Other | 0.43% | — | +23.03% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.41% | — | +4.24% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | — | +1.65% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.23% | +8.07% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | — | +1.11% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.40% | — | -2.46% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | — | +5.51% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | +7.33% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | — | +3.81% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | -0.11% | +7.12% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | — | — |
According to official SEC Form 13F filings, Lincoln National CORP reported a total U.S. public equity portfolio value of $3.9B across 1203 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, MGK, BSV) accounted for 33.8% of total reported equity market value during Q1 2024.
During Q1 2024, Lincoln National CORP's top holdings by market value included VTI (5.6%)、MGK (4.1%)、BSV (3.9%). The largest single position, VTI, represented 5.6% of total portfolio value.
In Q1 2024, Lincoln National CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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