Holders — by stockHoldings — by fund
LINCOLN NATIONAL CORP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000059558
$3.91B
disclosed book value
20
positions
9%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 4.1M | $350.7M | 9% |
| 2 | VTVVANGUARD INDEX FDS | 1.5M | $319.4M | 8.2% |
| 3 | BSVVANGUARD BD INDEX FDS | 4.0M | $310.0M | 7.9% |
| 4 | VTIVANGUARD INDEX FDS | 817,971 | $302.7M | 7.7% |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 3.3M | $275.9M | 7.1% |
| 6 | VOOVANGUARD INDEX FDS | 380,227 | $261.1M | 6.7% |
| 7 | SCHPSCHWAB STRATEGIC TR | 9.4M | $250.1M | 6.4% |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 4.8M | $233.2M | 6% |
| 9 | BLVVANGUARD BD INDEX FDS | 2.8M | $189.6M | 4.9% |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 2.6M | $187.4M | 4.8% |
| 11 | VMBSVANGUARD SCOTTSDALE FDS | 3.9M | $181.7M | 4.6% |
| 12 | BIVVANGUARD BD INDEX FDS | 2.3M | $172.7M | 4.4% |
| 13 | VTHRVANGUARD SCOTTSDALE FDS | 458,185 | $151.9M | 3.9% |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 2.2M | $133.9M | 3.4% |
| 15 | IEMGISHARES INC | 1.5M | $126.0M | 3.2% |
| 16 | VXUSVANGUARD STAR FDS | 1.4M | $123.1M | 3.1% |
| 17 | VGKVANGUARD INTL EQUITY INDEX F | 1.4M | $121.3M | 3.1% |
| 18 | VBVANGUARD INDEX FDS | 293,140 | $88.9M | 2.3% |
| 19 | VPLVANGUARD INTL EQUITY INDEX F | 740,397 | $85.7M | 2.2% |
| 20 | VXFVANGUARD INDEX FDS | 170,932 | $42.1M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.