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CIK: 0000059558
Total reported value
$3.9B
$3.9B
20 檔
33.6%
According to the latest 13F quarterly dataset, Lincoln National CORP managed an equity portfolio of $3.9B at the end of Q2 2025, spanning 20 distinct U.S. exchange-listed positions.
Lincoln National CORP executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.28% | -0.11% | +0.17% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.25% | -0.93% | -1.90% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.83% | +0.23% | +2.45% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.70% | +0.07% | +1.51% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.70% | — | +1.01% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.70% | -0.15% | +6.66% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.64% | -0.46% | +2.60% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.16% | -0.58% | -0.70% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.07% | -0.38% | +0.93% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.85% | -0.50% | -1.39% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.63% | -0.46% | -2.16% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.62% | -0.12% | -18.14% | |
| 13 | VTHR | Vanguard Russell 3000 | ETF-Other | 3.86% | +0.04% | +1.42% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.33% | -0.09% | -4.59% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.22% | +3.43% | NEW | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.00% | -0.09% | — | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.97% | -0.08% | -2.61% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | +0.11% | +4.06% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.10% | — | -36.32% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.99% | +0.07% | +4.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +3% | NEW | New buy |
| 2 | VUG | Vanguard Growth ETF | +1% | +0.17% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +6.66% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.51% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +8.60% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.01% | Add |
| 7 | VTHR | Vanguard Russell 3000 | +0.2% | +1.42% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | +4.06% | Add |
| 9 | VXF | Vanguard Extended Market ETF | +0.1% | +4.50% | Add |
| 10 | VGK | Vanguard Ftse Europe ETF | 0% | -2.61% | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | — | -4.59% | Trim |
| 12 | VTV | Vanguard Value ETF | -0.1% | +2.45% | Add |
| 13 | SCHP | Schwab U.s. Tips ETF | -0.3% | +2.60% | Add |
| 14 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -0.70% | Trim |
| 15 | BLV | Vanguard Long-term Bond ETF | -0.3% | +0.93% | Add |
| 16 | BIV | Vanguard Intermediate-term B | -0.4% | -2.16% | Trim |
| 17 | VMBS | Vanguard Mortgage-backed Sec | -0.4% | -1.39% | Trim |
| 18 | BSV | Vanguard Short-term Bond ETF | -0.6% | -1.90% | Trim |
| 19 | VEA | Vanguard Ftse Developed ETF | -0.7% | -18.14% | Trim |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | -0.9% | EXIT | Sold out |
| 21 | VPL | Vanguard Ftse Pacific ETF | -1% | -36.32% | Trim |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Lincoln National CORP reported a total U.S. public equity portfolio value of $3.9B across 20 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, BSV, VTV) accounted for 33.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
VXUS
市值: $98.9M
Top Position Liquidated / Trimmed
VSS
前期市值: $34.0M
During Q2 2025, Lincoln National CORP's top holdings by market value included VUG (9.3%)、BSV (8.3%)、VTV (7.8%). The largest single position, VUG, represented 9.3% of total portfolio value.
In Q2 2025, Lincoln National CORP made 22 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 2 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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