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LINCOLN NATIONAL CORP

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

Q1 2026 · Filed 2026-05-04
Market Value
$3.5B
+1.0%
Holdings
20
New Purchases
0
Added To
11
Closed
1
Reduced
8
Top 10 Concentration
71.3%
Turnover
5.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHP 6.86% 2.46% +4.40% $237M
IEMG 3.31% 2.10% +1.20% $114M
BLV 5.23% 5.21% +0.03% $181M
BNDX 6.55% 6.54% +0.01% $226M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VWO 0.00% 3.48% -3.48% $0
VUG 9.09% 9.50% -0.41% $314M
VTV 7.95% 8.35% -0.40% $275M
VTI 7.68% 8.04% -0.36% $265M
VOO 6.68% 7.00% -0.32% $231M
VTHR 3.85% 4.02% -0.17% $133M
VB 2.16% 2.27% -0.12% $74M
VEA 4.92% 5.02% -0.09% $170M
VGK 3.18% 3.27% -0.08% $110M
VEU 7.21% 7.28% -0.07% $249M
VXF 1.01% 1.04% -0.04% $35M
VXUS 3.24% 3.26% -0.03% $112M
VPL 2.19% 2.22% -0.03% $76M
BIV 4.88% 4.90% -0.02% $169M
BSV 8.86% 8.88% -0.01% $306M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $1.4B 39.6%
Large Cap 12 $1.8B 51.4%
Mid Cap 2 $314M 9.1%

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 9.09% 719,053 $314M $436.79 -$11M +52,872 +7.9%
2 BSV 8.86% 3,904,033 $306M $78.41 $2M +50,808 +1.3%
3 VTV 7.95% 1,399,269 $275M $196.20 -$11M -95,402 -6.4%
4 VTI 7.68% 826,600 $265M $320.81 -$10M +6,033 +0.7%
5 VEU 7.21% 3,315,704 $249M $75.10 -$140K -71,314 -2.1%
6 SCHP 6.86% 8,907,849 $237M $26.61 $153M +5,726,082 +180.0%
7 VOO 6.68% 385,890 $231M $597.55 -$9M +4,235 +1.1%
8 BNDX 6.55% 4,708,344 $226M $48.05 $3M +79,411 +1.7%
9 BLV 5.23% 2,627,194 $181M $68.78 $3M +65,347 +2.5%
10 VMBS 5.15% 3,791,318 $178M $46.95 $1M +40,592 +1.1%
11 VEA 4.92% 2,653,608 $170M $64.08 -$2M -92,670 -3.4%
12 BIV 4.88% 2,185,893 $169M $77.18 $1M +33,908 +1.6%
13 VTHR 3.85% 462,641 $133M $287.57 -$4M +4,681 +1.0%
14 IEMG 3.31% 1,636,819 $114M $69.75 $42M +567,686 +53.1%
15 VXUS 3.24% 1,449,059 $112M $77.11 $74K -31,092 -2.1%
16 VGK 3.18% 1,333,959 $110M $82.43 -$2M -3,149 -0.2%
17 VPL 2.19% 773,843 $76M $97.73 -$146K -64,363 -7.7%
18 VB 2.16% 284,318 $74M $261.92 -$3M -17,373 -5.8%
19 VXF 1.01% 168,810 $35M $205.80 -$936K -1,794 -1.1%
20 VWO —% -$119M -2,214,422 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
VWO —%
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