LN

Lincoln National CORP

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$3.5B

Reporting period: 2026-03-31 · Number of holdings: 19

LINCOLN NATIONAL CORP disclosed 19 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.5B and a quarterly turnover rate of 11.0%.

Personality snowflake

Concentration
25.15
Portfolio Stability
10.98
Momentum/Contrarian
100
Sector conviction
0
Diversification
38
Sizing Uniformity
95.47

Recent moves

  • Add SCHP

    +180.0%　$152.8M

  • Add IEMG

    +53.1%　$42.3M

  • Trim VUG

    +7.9%　-$10.9M

  • Trim VTV

    -6.4%　-$10.9M

  • Trim VTI

    +0.7%　-$9.9M

  • Trim VOO

    +1.1%　-$8.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VUGVanguard Growth ETFETF-Other9.09%-0.41%+7.94%
2BSVVanguard Short-term Bond ETFETF-Other8.86%-0.02%+1.32%
3VTVVanguard Value ETFETF-Other7.95%-0.40%-6.38%
4VTIVanguard Total Stock Mkt ETFETF-Other7.68%-0.36%+0.74%
5VEUVanguard Ftse All-world Ex-uETF-Other7.21%-0.07%-2.11%
6SCHPSchwab U.s. Tips ETFETF-Other6.86%+4.40%+179.97%
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth6.68%-0.32%+1.11%
8BNDXVanguard Total Intl Bond ETFETF-Other6.55%+0.01%+1.72%
9BLVVanguard Long-term Bond ETFETF-Other5.23%+0.02%+2.55%
10VMBSVanguard Mortgage-backed SecETF-Other5.15%-0.01%+1.08%
11VEAVanguard Ftse Developed ETFETF-Other4.92%-0.10%-3.37%
12BIVVanguard Intermediate-term BETF-Other4.88%-0.02%+1.58%
13VTHRVanguard Russell 3000ETF-Other3.85%-0.17%+1.02%
14IEMGIshares Core Msci EmergingETF-Emerging Markets3.31%+1.21%+53.10%
15VXUSVanguard Total Intl StockETF-Other3.24%-0.02%-2.10%
16VGKVanguard Ftse Europe ETFETF-Other3.18%-0.09%-0.24%
17VPLVanguard Ftse Pacific ETFETF-Other2.19%-0.03%-7.68%
18VBVanguard Small-cap ETFETF-Other2.16%-0.12%-5.76%
19VXFVanguard Extended Market ETFETF-Other1.01%-0.03%-1.05%

Holding changes this quarter

Lincoln National CORP's most significant position changes for 2026-03-31: Sold out: Vanguard Ftse Emerging Marke (VWO); Add: Schwab U.s. Tips ETF (SCHP) — shares +179.97%; Add: Ishares Core Msci Emerging (IEMG) — shares +53.10%; Add: Vanguard Growth ETF (VUG) — shares +7.94%; Trim: Vanguard Value ETF (VTV) — shares -6.38%.

Position changes disclosed by Lincoln National CORP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHPSchwab U.s. Tips ETF+4.4%+179.97%Add
2IEMGIshares Core Msci Emerging+1.2%+53.10%Add
3BLVVanguard Long-term Bond ETF0%+2.55%Add
4BNDXVanguard Total Intl Bond ETF0%+1.72%Add
5VMBSVanguard Mortgage-backed Sec0%+1.08%Add
6BSVVanguard Short-term Bond ETF0%+1.32%Add
7BIVVanguard Intermediate-term B0%+1.58%Add
8VXUSVanguard Total Intl Stock0%-2.10%Trim
9VXFVanguard Extended Market ETF0%-1.05%Trim
10VPLVanguard Ftse Pacific ETF0%-7.68%Trim
11VEUVanguard Ftse All-world Ex-u-0.1%-2.11%Trim
12VGKVanguard Ftse Europe ETF-0.1%-0.24%Trim
13VEAVanguard Ftse Developed ETF-0.1%-3.37%Trim
14VBVanguard Small-cap ETF-0.1%-5.76%Trim
15VTHRVanguard Russell 3000-0.2%+1.02%Add
16VOOVanguard S&p 500 ETF-0.3%+1.11%Add
17VTIVanguard Total Stock Mkt ETF-0.4%+0.74%Add
18VTVVanguard Value ETF-0.4%-6.38%Trim
19VUGVanguard Growth ETF-0.4%+7.94%Add
20VWOVanguard Ftse Emerging Marke—EXITSold out

FAQ

What is Lincoln National CORP and what type of investor is it?
Lincoln National CORP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.5B, spread across 19 disclosed positions.
What are Lincoln National CORP's largest equity positions?
Based on the latest 13F filing, Lincoln National CORP's top holdings by market value are: 1. Vanguard Growth ETF (VUG) — $314.1M (9.1%) 2. Vanguard Short-term Bond ETF (BSV) — $306.1M (8.9%) 3. Vanguard Value ETF (VTV) — $274.5M (8.0%) 4. Vanguard Total Stock Mkt ETF (VTI) — $265.2M (7.7%) 5. Vanguard Ftse All-world Ex-u (VEU) — $249.0M (7.2%)
What changes did Lincoln National CORP make in its most recent portfolio filing?
In the latest reported quarter, Lincoln National CORP made 20 notable position adjustments: 0 new positions were initiated, 11 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Vanguard Ftse Emerging Marke (VWO); Add: Schwab U.s. Tips ETF (SCHP) — shares +179.97%; Add: Ishares Core Msci Emerging (IEMG) — shares +53.10%; Add: Vanguard Growth ETF (VUG) — shares +7.94%; Trim: Vanguard Value ETF (VTV) — shares -6.38%
What sectors does Lincoln National CORP focus on?
Sector breakdown data is not yet available for Lincoln National CORP. Check back after the next 13F processing cycle.