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Lincoln National Top Holdings and 13F Report (2025)

About Lincoln National

Lincoln National NYSE: LNC has filed 13-F forms with the SEC as an investor. Lincoln National is itself a publicly traded company. Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates in four segments: Life Insurance, Annuities, Group Protection, and Retirement Plan Services. For more information on Lincoln National stock, visit the Lincoln National stock profile here.

Investment Activity

  • Lincoln National has $3.10 billion in total holdings as of March 31, 2025.
  • Lincoln National owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 0.64% of the portfolio was purchased this quarter.
  • About 0.83% of the portfolio was sold this quarter.
  • This quarter, Lincoln National has purchased 21 new stocks and bought additional shares in 12 stocks.
  • Lincoln National sold shares of 9 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$258,431,133
Vanguard Value ETF
$246,409,637

Largest Purchases this Quarter

Vanguard Long-Term Bond ETF
65,801 shares (about $4.63M)
Vanguard Value ETF
13,829 shares (about $2.39M)
Vanguard FTSE Pacific ETF
28,378 shares (about $2.06M)
Vanguard Mortgage-Backed Securities ETF
44,009 shares (about $2.04M)
Vanguard Small-Cap ETF
8,684 shares (about $1.93M)

Largest Sales this Quarter

Vanguard Growth ETF
17,221 shares (about $6.39M)
Schwab U.S. TIPS ETF
227,145 shares (about $6.11M)
iShares Core MSCI Emerging Markets ETF
95,368 shares (about $5.15M)
Vanguard FTSE Europe ETF
50,895 shares (about $3.57M)
Vanguard FTSE Developed Markets ETF
26,913 shares (about $1.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLincoln National

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$275,861,460$1,583,604 0.6%3,524,0358.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$258,431,133$6,385,891 -2.4%696,9188.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$246,409,637$2,388,821 1.0%1,426,4777.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$226,041,883$925,936 -0.4%822,4497.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$215,121,425$6,107,929 -2.8%8,000,0536.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$201,565,331$266,118 0.1%4,128,7456.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$198,007,467$1,233,384 -0.6%385,2966.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$186,876,051$765,105 -0.4%3,080,7136.0%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$167,654,387$4,633,706 2.8%2,380,7785.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$165,999,089$1,367,988 -0.8%3,265,7705.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$162,127,559$2,038,057 1.3%3,500,9195.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$154,584,723$1,885,919 1.2%2,018,8685.0%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$113,459,754$110,795 -0.1%459,7983.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$103,492,008$5,147,011 -4.7%1,917,5843.3%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$95,725,819$2,056,270 2.2%1,321,0853.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$91,063,985$3,573,338 -3.8%1,297,0232.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$89,376,325$1,422,703 1.6%1,974,7312.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$62,237,020$1,925,677 3.2%280,6632.0%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$34,002,006$553,377 1.7%294,1351.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$28,015,850$319,542 1.2%162,6370.9%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$27,546,948$805,114 3.0%680,8440.9%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data