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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 under the Lincoln Financial Group brand, is a financial services company that provides insurance and retirement solutions primarily in the United States. Its businesses are designed to help individuals, employers and institutions manage income protection, long-term financial planning and retirement needs. For more information on Lincoln National stock, visit the Lincoln National stock profile here.

Investment Activity

  • Lincoln National has $3.91 billion in total holdings as of June 30, 2025.
  • Lincoln National owns shares of 20 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 12.45% of the portfolio was purchased this quarter.
  • About 0.67% of the portfolio was sold this quarter.
  • This quarter, Lincoln National has purchased 19 new stocks and bought additional shares in 11 stocks.
  • Lincoln National sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922042858 - Vanguard FTSE Emerging Markets ETF
$133,944,897 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
3,352,590 shares (about $288.79M)
Vanguard FTSE Emerging Markets ETF
2,244,009 shares (about $133.94M)
Vanguard Value ETF
66,537 shares (about $14.50M)
Schwab U.S. TIPS ETF
531,716 shares (about $14.09M)
Vanguard Long-Term Bond ETF
123,593 shares (about $8.52M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF
115,803 shares (about $9.59M)
Vanguard S&P 500 ETF
5,663 shares (about $3.89M)
Vanguard FTSE Pacific ETF
33,446 shares (about $3.87M)
Vanguard Total Stock Market ETF
8,629 shares (about $3.19M)
Vanguard FTSE All-World ex-US ETF
21,265 shares (about $1.78M)

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
$350,731,328$288,792,103 466.3%4,071,6439.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$319,443,102$14,500,408 4.8%1,465,8068.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$310,016,511$5,853,300 1.9%3,979,1627.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$302,681,989$3,193,075 -1.0%817,9717.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$275,909,266$1,780,944 -0.6%3,294,4397.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$261,143,706$3,889,405 -1.5%380,2276.7%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$250,148,473$14,090,474 6.0%9,439,5656.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$233,193,889$5,168,789 2.3%4,815,0716.0%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$189,611,748$8,519,265 4.7%2,750,7874.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$187,372,965$1,696,605 -0.9%2,629,7964.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$181,651,916$4,180,320 2.4%3,880,6224.6%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$172,718,736$5,060,743 3.0%2,251,8744.4%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$151,854,422$1,476,834 -1.0%458,1853.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$133,944,897$133,944,897 New Holding2,244,0093.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$126,000,965$9,593,120 -7.1%1,521,0163.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$123,057,298$822,756 -0.7%1,439,4353.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$121,312,461$3,203,731 2.7%1,370,1433.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$88,856,597$2,674,125 3.1%293,1402.3%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$85,656,529$3,869,368 -4.3%740,3972.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$42,085,168$522,458 1.3%170,9321.1%ETF

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