LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Sep 30, 2025 · First reported Nov 7, 2025
Top ten holdings
Q3 2025- VUG9.22%
- BSV8.34%
- VTV7.87%
- VTI7.69%
- VEU6.78%
- VOO6.69%
- SCHP6.40%
- BNDX6.20%
- BLV5.06%
- VMBS4.89%
Share classes counted separately69.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHPWeight decreased · -0.24 pp6.64% → 6.40%Shares +114.23K (+1.39%)
- VWOWeight increased · +0.15 pp3.22% → 3.37%Shares +38.37K (+1.79%)
- IEMGWeight decreased · -0.11 pp3.33% → 3.22%Shares -115.09K (-6.29%)
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 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $323.33M | 9.22% | 674.15K shares | 9.28% → 9.22%-0.06 pp -23.94K (-3.43%) | Reduced | ↗▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $292.38M | 8.34% | 3.71M shares | 8.25% → 8.34%+0.09 pp +248.07K (+7.18%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $276.09M | 7.87% | 1.48M shares | 7.83% → 7.87%+0.04 pp +19.09K (+1.31%) | Added | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $269.75M | 7.69% | 821.99K shares | 7.70% → 7.69%-0.01 pp -12.86K (-1.54%) | Reduced | ↗▾ |
| 05 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $237.69M | 6.78% | 3.33M shares | 6.70% → 6.78%+0.08 pp +44.68K (+1.36%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $234.66M | 6.69% | 383.19K shares | 6.70% → 6.69%-0.01 pp -5.99K (-1.54%) | Reduced | ↗▾ |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $224.28M | 6.40% | 8.32M shares | 6.64% → 6.40%-0.24 pp +114.23K (+1.39%) | Added | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $217.33M | 6.20% | 4.39M shares | 6.16% → 6.20%+0.04 pp +294.38K (+7.18%) | Added | ↗▾ |
| 09 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $177.53M | 5.06% | 2.51M shares | 5.07% → 5.06%-0.01 pp +102.91K (+4.28%) | Added | ↗▾ |
| 10 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $171.60M | 4.89% | 3.65M shares | 4.85% → 4.89%+0.04 pp +201.94K (+5.85%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 59558 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3506686851
}Take these holdings further.
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