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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, operating as Lincoln Financial Group, is a financial services and insurance company whose businesses focus on protecting income and helping individuals and employers plan for financial needs. Its offerings include life insurance, annuities, workplace benefits and retirement plan services. For more information on Lincoln National stock, visit the Lincoln National stock profile here.

Investment Activity

  • Lincoln National has $3.68 billion in total holdings as of June 30, 2025.
  • Lincoln National owns shares of 18 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.55% of the portfolio was purchased this quarter.
  • About 6.29% of the portfolio was sold this quarter.
  • This quarter, Lincoln National has purchased 20 new stocks and bought additional shares in 11 stocks.
  • Lincoln National sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Largest Purchases this Quarter

Vanguard Growth ETF
94,694 shares (about $8.53M)
Vanguard Short-Term Bond ETF
107,262 shares (about $8.19M)
Vanguard Long-Term Bond ETF
126,906 shares (about $7.96M)
Schwab U.S. TIPS ETF
259,550 shares (about $6.52M)
Vanguard Total International Bond ETF
122,353 shares (about $5.73M)

Largest Sales this Quarter

Vanguard Value ETF
62,026 shares (about $13.40M)
Vanguard Small-Cap ETF
10,634 shares (about $3.03M)
Vanguard Total Stock Market ETF
6,360 shares (about $2.38M)
Vanguard Extended Market ETF
8,665 shares (about $2.01M)
iShares Core MSCI Emerging Markets ETF
23,831 shares (about $1.93M)

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 Growth ETF stock logo
VUG
Vanguard Growth ETF
$375,428,627$8,532,876 ▲2.3%4,166,33710.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$312,202,794$8,194,817 ▲2.7%4,086,4248.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$303,737,301$2,380,166 ▼-0.8%811,6118.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$303,328,782$13,402,578 ▼-4.2%1,403,7808.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$276,416,712$3,077,108 ▲1.1%3,331,5267.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$266,077,995$407,901 ▼-0.2%379,6457.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$243,738,760$6,522,492 ▲2.7%9,699,1156.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$231,417,063$5,734,685 ▲2.5%4,937,4246.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$187,202,574$1,512,678 ▲0.8%2,651,2195.1%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$180,517,682$7,960,813 ▲4.6%2,877,6934.9%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$177,450,680$5,112,257 ▲3.0%3,995,7374.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$169,387,697$5,316,157 ▲3.2%2,324,8384.6%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$152,486,319$1,234,977 ▼-0.8%454,5044.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$136,531,027$3,438,853 ▲2.6%2,301,9903.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$123,790,798$1,496,400 ▲1.2%1,457,0483.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$121,511,535$1,934,124 ▼-1.6%1,497,1853.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$80,370,132$3,025,267 ▼-3.6%282,5062.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$37,585,905$2,007,074 ▼-5.1%162,2671.0%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$0$121,312,461 ▼-100.0%00.0%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$0$85,656,529 ▼-100.0%00.0%ETF

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