LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Sep 30, 2026 · First reported Nov 9, 2026
Top ten holdings
Q3 2026- VUG10.20%
- BSV8.49%
- VTI8.26%
- VTV8.24%
- VEU7.51%
- VOO7.23%
- SCHP6.62%
- BNDX6.29%
- VEA5.09%
- BLV4.91%
Share classes counted separately72.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VUGWeight increased · +1.22 pp8.98% → 10.20%Shares +94.69K (+2.33%)
- BSVWeight increased · +0.56 pp7.93% → 8.49%Shares +107.26K (+2.70%)
- VOOWeight increased · +0.55 pp6.68% → 7.23%Shares -582 (-0.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIMRNGSTR GRWT ETF View history and evidence | $375.43M | 10.20% | 4.17M shares | 8.98% → 10.20%+1.22 pp +94.69K (+2.33%) | Added | ↗▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $312.20M | 8.49% | 4.09M shares | 7.93% → 8.49%+0.56 pp +107.26K (+2.70%) | Added | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $303.74M | 8.26% | 811.61K shares | 7.75% → 8.26%+0.51 pp -6.36K (-0.78%) | Reduced | ↗▾ |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $303.33M | 8.24% | 1.40M shares | 8.18% → 8.24%+0.06 pp -62.03K (-4.23%) | Reduced | ↗▾ |
| 05 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $276.42M | 7.51% | 3.33M shares | 7.06% → 7.51%+0.45 pp +37.09K (+1.13%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $266.08M | 7.23% | 379.64K shares | 6.68% → 7.23%+0.55 pp -582 (-0.15%) | Reduced | ↗▾ |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $243.74M | 6.62% | 9.70M shares | 6.40% → 6.62%+0.22 pp +259.55K (+2.75%) | Added | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $231.42M | 6.29% | 4.94M shares | 5.97% → 6.29%+0.32 pp +122.35K (+2.54%) | Added | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $187.20M | 5.09% | 2.65M shares | 4.80% → 5.09%+0.29 pp +21.42K (+0.81%) | Added | ↗▾ |
| 10 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $180.52M | 4.91% | 2.88M shares | 4.85% → 4.91%+0.06 pp +126.91K (+4.61%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VGK VANGUARD FTSE EUROPE ETF | Non-derivative | -1,370,143 | -$121.31M | SEC filing ↗ | SEC filing ↗ |
| VPL VANGUARD FTSE PACIFIC ETF | Non-derivative | -740,397 | -$85.66M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 59558 · Period Sep 30, 2026
Data loaded Nov 13, 2026 · First reported Nov 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3679182383
}Take these holdings further.
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