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CIK: 0000059558
Total reported value
$3.9B
$3.9B
20 檔
35.8%
In Q3 2025, Lincoln National CORP's U.S. equity holdings reached a combined market value of $3.9B, distributed across 20 disclosed stock positions.
In Q3 2025, Lincoln National CORP displayed an active expansion posture, initiating 1 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.22% | -0.11% | -3.43% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.34% | -0.93% | +7.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.87% | +0.23% | +1.31% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.69% | +0.07% | -1.54% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.78% | -0.15% | +1.36% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.69% | — | -1.54% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.40% | -0.46% | +1.39% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.20% | -0.58% | +7.18% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.06% | -0.38% | +4.28% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.89% | -0.50% | +5.85% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.64% | -0.46% | +5.42% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.59% | -0.12% | +0.54% | |
| 13 | VTHR | Vanguard Russell 3000 | ETF-Other | 3.86% | +0.04% | -1.46% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.37% | +3.43% | NEW | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | -0.09% | -6.29% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.04% | -0.09% | +1.37% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.96% | -0.08% | +3.02% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.12% | +0.11% | +0.17% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.05% | — | -2.58% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.00% | +0.07% | -1.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.9% | -3.43% | Trim |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +1.36% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +1.79% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -1.54% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.54% | Trim |
| 6 | VTHR | Vanguard Russell 3000 | +0.2% | -1.46% | Trim |
| 7 | VB | Vanguard Small-cap ETF | +0.1% | +0.17% | Add |
| 8 | VXF | Vanguard Extended Market ETF | +0.1% | -1.49% | Add |
| 9 | VGK | Vanguard Ftse Europe ETF | 0% | +3.02% | Add |
| 10 | VTV | Vanguard Value ETF | -0.1% | +1.31% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | -0.1% | -6.29% | Trim |
| 12 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | +7.18% | Add |
| 13 | VMBS | Vanguard Mortgage-backed Sec | -0.3% | +5.85% | Add |
| 14 | BLV | Vanguard Long-term Bond ETF | -0.3% | +4.28% | Add |
| 15 | BIV | Vanguard Intermediate-term B | -0.3% | +5.42% | Add |
| 16 | SCHP | Schwab U.s. Tips ETF | -0.5% | +1.39% | Add |
| 17 | BSV | Vanguard Short-term Bond ETF | -0.6% | +7.18% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | -0.8% | +0.54% | Trim |
| 19 | VPL | Vanguard Ftse Pacific ETF | -1% | -2.58% | Trim |
| 20 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | — | EXIT | Sold out |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | — | 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 Q3 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 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VXUS
市值: $106.6M
Top Position Liquidated / Trimmed
VSS
前期市值: $34.0M
During Q3 2025, Lincoln National CORP's top holdings by market value included VUG (9.2%)、BSV (8.3%)、VTV (7.9%). The largest single position, VUG, represented 9.2% of total portfolio value.
In Q3 2025, Lincoln National CORP made 22 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 7 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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