Lincoln National portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 10, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Lincoln National reported a $3.9 bn portfolio of 20 positions to the SEC as of the end of Q2 2026. Its largest positions are VUG, VTV, BSV. During the quarter it opened Vanguard International Equity Index F.
Sections with a free account
What changed this quarter
16 positions with a change (1 new, 10 added to, 5 trimmed). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard International Equity Index F+3.4 ppof portfolioNew— → 3.4%
- Vanguard Mrngstar GR ETF-sui ETF−5.6%fewer sharesReduced9.1% → 9.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard Mrngstar GR ETF-sui ETFVUG9.0%
- Vanguard Mrngstr Val ETF-aui ETFVTV8.2%
- Vanguard Short-term Bond ETFBSV7.9%
- Vanguard Index FundsVTI7.7%
- Vanguard International Equity Index FVEU7.1%
- Vanguard S&P 500 ETFVOO6.7%
- Schwab U.s. Tips ETFSCHP6.4%
- Vanguard Total International Bond ETFBNDX6.0%
- Vanguard Long-term Bond ETFBLV4.9%
- Vanguard Ftse Developed ETFVEA4.8%
- Vanguard Mortgage-backed Sec ETFVMBS4.6%
- Vanguard Intermediate-term B ETFBIV4.4%
- Vanguard Russell 3000 ETFVTHR3.9%
- Vanguard International Equity Index FVWO3.4%
- IsharesIEMG3.2%
Portfolio by sector
- ● No sector 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- BVFInvestment firm · $3.9 bn
- C WorldWide Group Holding A/SInvestment firm · $4.0 bn
- Marsico Capital ManagementInvestment firm · $3.8 bn
- XNInvestment firm · $3.8 bn
- PAR Capital ManagementInvestment firm · $4.0 bn
- Hamlin Capital ManagementInvestment firm · $4.0 bn