Latest LINCOLN NATIONAL CORP Stock Portfolio
About LINCOLN NATIONAL CORP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LINCOLN NATIONAL CORP reported an equity portfolio of $3.5 Billions as of 30 Sep, 2025.
The top stock holdings of LINCOLN NATIONAL CORP are VB, BIV, VB. The fund has invested 9.2% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in ISHARES INC (EMGF), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of LINCOLN NATIONAL CORP are VB, BIV, VB. The fund has invested 9.2% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in ISHARES INC (EMGF), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).
LINCOLN NATIONAL CORP Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 7.18 |
| vanguard charlotte fds | 7.18 |
| vanguard scottsdale fds | 5.85 |
| vanguard bd index fds | 5.42 |
| vanguard bd index fds | 4.28 |
| vanguard intl equity index f | 3.02 |
| vanguard intl equity index f | 1.79 |
| schwab strategic tr | 1.39 |
Additions to existing portfolio by LINCOLN NATIONAL CORP
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -6.29 |
| vanguard index fds | -3.43 |
| vanguard intl equity index f | -2.58 |
| vanguard index fds | -1.54 |
| vanguard index fds | -1.54 |
| vanguard index fds | -1.49 |
| vanguard scottsdale fds | -1.46 |
LINCOLN NATIONAL CORP reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
LINCOLN NATIONAL CORP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LINCOLN NATIONAL CORP
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard bd index fds | 8.34 | 3,705,180 | 292,376,000 | added | 7.18 | ||
| BIV | vanguard bd index fds | 5.06 | 2,505,710 | 177,529,000 | added | 4.28 | ||
| BIV | vanguard bd index fds | 4.64 | 2,082,460 | 162,619,000 | added | 5.42 | ||
| BNDW | vanguard scottsdale fds | 4.89 | 3,654,220 | 171,602,000 | added | 5.85 | ||
| BNDW | vanguard scottsdale fds | 3.86 | 459,507 | 135,242,000 | reduced | -1.46 | ||
| BNDX | vanguard charlotte fds | 6.20 | 4,394,060 | 217,330,000 | added | 7.18 | ||
| EMGF | ishares inc | 3.22 | 1,714,570 | 113,024,000 | reduced | -6.29 | ||
| FNDA | schwab strategic tr | 6.40 | 8,321,920 | 224,276,000 | added | 1.39 | ||
| VB | vanguard index fds | 9.22 | 674,151 | 323,330,000 | reduced | -3.43 | ||
| VB | vanguard index fds | 7.87 | 1,480,470 | 276,093,000 | added | 1.31 | ||
| VB | vanguard index fds | 7.69 | 821,992 | 269,753,000 | reduced | -1.54 | ||
| VB | vanguard index fds | 6.69 | 383,188 | 234,657,000 | reduced | -1.54 | ||
| VB | vanguard index fds | 2.12 | 292,563 | 74,392,900 | added | 0.17 | ||
| VB | vanguard index fds | 1.00 | 167,421 | 35,047,900 | reduced | -1.49 | ||
| VEA | vanguard tax-managed fds | 4.59 | 2,687,870 | 161,057,000 | added | 0.54 | ||
| VEU | vanguard intl equity index f | 6.78 | 3,330,430 | 237,693,000 | added | 1.36 | ||
| VEU | vanguard intl equity index f | 3.37 | 2,182,890 | 118,269,000 | added | 1.79 | ||
| VEU | vanguard intl equity index f | 2.96 | 1,301,260 | 103,840,000 | added | 3.02 | ||
| VEU | vanguard intl equity index f | 2.05 | 819,594 | 71,993,100 | reduced | -2.58 | ||
| VXUS | vanguard star fds | 3.04 | 1,450,630 | 106,563,000 | added | 1.37 | ||