LINCOLN NATIONAL CORP
CIK: 0000059558SEC EDGAR →
Portfolio Value
$3.4B
Holdings
20
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 666,181 | $325.0M | 9.50% |
| 2 | VANGUARD BD INDEX FDS | 3,853,225 | $303.7M | 8.88% |
| 3 | VANGUARD INDEX FDS | 1,494,671 | $285.5M | 8.35% |
| 4 | VANGUARD INDEX FDS | 820,567 | $275.1M | 8.04% |
| 5 | VANGUARD INTL EQUITY INDEX F | 3,387,018 | $249.1M | 7.28% |
| 6 | VANGUARD INDEX FDS | 381,655 | $239.3M | 7.00% |
| 7 | VANGUARD CHARLOTTE FDS | 4,628,933 | $223.7M | 6.54% |
| 8 | VANGUARD BD INDEX FDS | 2,561,847 | $178.1M | 5.21% |
| 9 | VANGUARD SCOTTSDALE FDS | 3,750,726 | $176.6M | 5.16% |
| 10 | VANGUARD TAX-MANAGED FDS | 2,746,278 | $171.6M | 5.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $3.4B | 100.0% |