13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000059558
Total reported value
$3.9B
$3.9B
20 檔
36.8%
According to the latest 13F quarterly dataset, Lincoln National CORP managed an equity portfolio of $3.9B at the end of Q4 2025, spanning 20 distinct U.S. exchange-listed positions.
In Q4 2025, Lincoln National CORP displayed an active expansion posture, initiating 0 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.50% | -0.11% | -1.18% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.88% | -0.93% | +4.00% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.35% | +0.23% | +0.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.04% | +0.07% | -0.17% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.28% | -0.15% | +1.70% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.00% | — | -0.40% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.54% | -0.58% | +5.35% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.21% | -0.38% | +2.24% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.16% | -0.50% | +2.64% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.02% | -0.12% | +2.17% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.90% | -0.46% | +3.34% | |
| 12 | VTHR | Vanguard Russell 3000 | ETF-Other | 4.02% | +0.04% | -0.34% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.48% | +3.43% | NEW | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.27% | -0.08% | +2.76% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.26% | -0.09% | +2.04% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.46% | -0.46% | -61.77% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 2.27% | +0.11% | +3.12% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.22% | — | +2.27% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | -0.09% | -37.64% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.04% | +0.07% | +1.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +0.5% | +4.00% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.5% | +1.70% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +0.96% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | +2.17% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.17% | Trim |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +5.35% | Add |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.3% | +2.76% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.40% | Trim |
| 9 | VUG | Vanguard Growth ETF | +0.3% | -1.18% | Trim |
| 10 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +2.64% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.3% | +3.34% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.2% | +2.04% | Add |
| 13 | VPL | Vanguard Ftse Pacific ETF | +0.2% | +2.27% | Add |
| 14 | VB | Vanguard Small-cap ETF | +0.2% | +3.12% | Add |
| 15 | VTHR | Vanguard Russell 3000 | +0.2% | -0.34% | Trim |
| 16 | BLV | Vanguard Long-term Bond ETF | +0.2% | +2.24% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.44% | Add |
| 18 | VXF | Vanguard Extended Market ETF | 0% | +1.90% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | -1.1% | -37.64% | Trim |
| 20 | SCHP | Schwab U.s. Tips ETF | -3.9% | -61.77% | Trim |
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 Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 36.8% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VUG
前期市值: $323.3M
During Q4 2025, Lincoln National CORP's top holdings by market value included VUG (9.5%)、BSV (8.9%)、VTV (8.3%). The largest single position, VUG, represented 9.5% of total portfolio value.
In Q4 2025, Lincoln National CORP made 20 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.