LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Mar 31, 2026 · First reported May 4, 2026
Top ten holdings
Q1 2026- VUG9.09%
- BSV8.86%
- VTV7.95%
- VTI7.68%
- VEU7.21%
- SCHP6.86%
- VOO6.68%
- BNDX6.55%
- BLV5.23%
- VMBS5.15%
Share classes counted separately71.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHPWeight increased · +4.40 pp2.46% → 6.86%Shares +5.73M (+179.97%)
- IEMGWeight increased · +1.21 pp2.10% → 3.31%Shares +567.69K (+53.10%)
- VUGWeight decreased · -0.41 pp9.50% → 9.09%Shares +52.87K (+7.94%)
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 19
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 | $314.08M | 9.09% | 719.05K shares | 9.50% → 9.09%-0.41 pp +52.87K (+7.94%) | Added | ↗▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $306.12M | 8.86% | 3.90M shares | 8.88% → 8.86%-0.02 pp +50.81K (+1.32%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $274.54M | 7.95% | 1.40M shares | 8.35% → 7.95%-0.40 pp -95.40K (-6.38%) | Reduced | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $265.18M | 7.68% | 826.60K shares | 8.04% → 7.68%-0.36 pp +6.03K (+0.74%) | Added | ↗▾ |
| 05 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $249.01M | 7.21% | 3.32M shares | 7.28% → 7.21%-0.07 pp -71.31K (-2.11%) | Reduced | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $237.04M | 6.86% | 8.91M shares | 2.46% → 6.86%+4.40 pp +5.73M (+179.97%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $230.59M | 6.68% | 385.89K shares | 7.00% → 6.68%-0.32 pp +4.24K (+1.11%) | Added | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $226.24M | 6.55% | 4.71M shares | 6.54% → 6.55%+0.01 pp +79.41K (+1.72%) | Added | ↗▾ |
| 09 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $180.70M | 5.23% | 2.63M shares | 5.21% → 5.23%+0.02 pp +65.35K (+2.55%) | Added | ↗▾ |
| 10 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $178.00M | 5.15% | 3.79M shares | 5.16% → 5.15%-0.01 pp +40.59K (+1.08%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VWO VANGUARD FTSE EMERGING MARKE | Non-derivative | -2,214,422 | -$119.05M | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3453975945
}Take these holdings further.
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