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LINCOLN NATIONAL CORP

150 N RADNOR CHESTER RD, RADNOR, PA 19087 • 4845831400

Q4 2025 · Filed 2026-02-09
Market Value
$3.4B
-2.5%
Holdings
20
New Purchases
0
Added To
14
Closed
0
Reduced
6
Top 10 Concentration
71.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 8.88% 8.34% +0.54% $304M
VEU 7.28% 6.78% +0.51% $249M
VTV 8.35% 7.87% +0.47% $285M
VEA 5.02% 4.59% +0.42% $172M
VTI 8.04% 7.69% +0.35% $275M
BNDX 6.54% 6.20% +0.34% $224M
VGK 3.27% 2.96% +0.31% $112M
VOO 7.00% 6.69% +0.31% $239M
VUG 9.50% 9.22% +0.28% $325M
VMBS 5.16% 4.89% +0.27% $177M
BIV 4.90% 4.64% +0.26% $168M
VXUS 3.26% 3.04% +0.23% $112M
VTHR 4.02% 3.86% +0.16% $138M
VPL 2.22% 2.05% +0.16% $76M
VB 2.27% 2.12% +0.15% $78M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHP 2.46% 6.40% -3.93% $84M
IEMG 2.10% 3.22% -1.12% $72M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $1.4B 41.2%
Large Cap 12 $1.7B 49.6%
Mid Cap 2 $316M 9.2%

Portfolio Analytics

Avg Market Cap
$240.4B
Median Market Cap
$106.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
0
# ETFs / Funds
20

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 9.50% 666,181 $325M $487.86 $2M -7,970 -1.2%
2 BSV 8.88% 3,853,225 $304M $78.81 $11M +148,045 +4.0%
3 VTV 8.35% 1,494,671 $285M $190.99 $9M +14,202 +1.0%
4 VTI 8.04% 820,567 $275M $335.27 $5M -1,425 -0.2%
5 VEU 7.28% 3,387,018 $249M $73.56 $11M +56,591 +1.7%
6 VOO 7.00% 381,655 $239M $627.13 $5M -1,533 -0.4%
7 BNDX 6.54% 4,628,933 $224M $48.32 $6M +234,871 +5.3%
8 BLV 5.21% 2,561,847 $178M $69.52 $570K +56,139 +2.2%
9 VMBS 5.16% 3,750,726 $177M $47.08 $5M +96,506 +2.6%
10 VEA 5.02% 2,746,278 $172M $62.47 $11M +58,410 +2.2%
11 BIV 4.90% 2,151,985 $168M $77.88 $5M +69,525 +3.3%
12 VTHR 4.02% 457,960 $138M $300.33 $2M -1,547 -0.3%
13 VWO 3.48% 2,214,422 $119M $53.76 $778K +31,529 +1.4%
14 VGK 3.27% 1,337,108 $112M $83.61 $8M +35,852 +2.8%
15 VXUS 3.26% 1,480,151 $112M $75.44 $5M +29,521 +2.0%
16 SCHP 2.46% 3,181,767 $84M $26.49 -$140M -5,140,149 -61.8%
17 VB 2.27% 301,691 $78M $257.95 $3M +9,128 +3.1%
18 VPL 2.22% 838,206 $76M $90.40 $4M +18,612 +2.3%
19 IEMG 2.10% 1,069,133 $72M $67.22 -$41M -645,433 -37.6%
20 VXF 1.04% 170,604 $36M $209.12 $629K +3,183 +1.9%
View SEC EDGAR Filings for LINCOLN NATIONAL CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms