account_balance
Investment manager · 13F filer · SEC CIK 59558
Lincoln National Corp
Reported value$3.91Bas of Jun 30, 2026
Positions20 1 new, 0 sold out
Top 10 weight69%VUG alone is 9%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUG
Vanguard Index Fds
9.0%Added
VTV
Vanguard Index Fds
8.2%Added
BSV
Vanguard Bd Index Fds
7.9%
VTI
Vanguard Index Fds
7.7%
VEU
Vanguard Intl Equity Index F
7.1%
VOO
Vanguard Index Fds
6.7%
SCHP
Schwab Strategic Tr
6.4%Added
BNDX
Vanguard Charlotte Fds
6.0%Added
BLV
Vanguard Bd Index Fds
4.9%Added
VEA
Vanguard Tax-managed Fds
4.8%
10 others
31.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed