Lincoln National Corp.
Annual return
—
SPY
—
Alpha
—
Invested
$3.5B
Holdings
19
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q4 2025: Sold 1.2% (674.2k → 666.2k shares)
9.1%
02
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Increased +4.0% (3.71M → 3.85M shares)
8.9%
03
$VTV
VANGUARD INDEX FDS
Q4 2025: Increased +1.0% (1.48M → 1.49M shares)
7.9%
04
$VTI
VANGUARD INDEX FDS
Q3 2025: Sold 1.5% (834.9k → 822.0k shares)
7.7%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +1.7% (3.33M → 3.39M shares)
7.2%
06
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Sold 61.8% (8.32M → 3.18M shares)
6.9%
07
$VOO
VANGUARD INDEX FDS
Q3 2025: Sold 1.5% (389.2k → 383.2k shares)
6.7%
08
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: Increased +5.3% (4.39M → 4.63M shares)
6.6%
09
$BLV
VANGUARD BD INDEX FDS
Q4 2025: Increased +2.2% (2.51M → 2.56M shares)
5.2%
10
$VMBS
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +2.6% (3.65M → 3.75M shares)
5.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:30 UTC.