StockDriftsStockDriftsTop 20 Lincoln National CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.98% | 4.07M | $350.7M | -5.62%(-242.68K) | $64.14(+39.05%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.18% | 1.47M | $319.4M | +4.76%(+66.54K) | $166.86(+36.35%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 7.93% | 3.98M | $310.0M | +1.92%(+75.13K) | $80.77(-3.90%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.75% | 818.0K | $302.7M | -1.04%(-8.63K) | $124.17(+208.73%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.06% | 3.29M | $275.9M | -0.64%(-21.27K) | $52.09(+65.39%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.68% | 380.2K | $261.1M | -1.47%(-5.66K) | $496.91(+43.42%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 6.4% | 9.44M | $250.1M | +5.97%(+531.72K) | $26.67(-2.82%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.97% | 4.82M | $233.2M | +2.27%(+106.73K) | $54.34(-12.23%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 4.85% | 2.75M | $189.6M | +4.70%(+123.59K) | $86.25(-24.18%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.8% | 2.63M | $187.4M | -0.90%(-23.81K) | $43.09(+71.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.20% | +37.49% | +4.70% | +25.79% |
| Top 20 Holdings Unweighted | +12.85% | +43.71% | +5.65% | +31.64% |
Lincoln National CORP reports $3.91B in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.0%), VTV (8.2%) and BSV (7.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +37.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lincoln National CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 59558). View Lincoln National CORP’s 13F filings on SEC