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Lindenwold Advisors, Inc

Portfolio Manager
Lindenwold Advisors, Inc
Performance
+3.07% (2025 Q2)
AUM (13F)
$192.53M
# of Holdings
107
Performance Rank
Allocation (Top 20)
60.54%

Lindenwold Advisors, Inc Holdings Map

Top 50 Lindenwold Advisors, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VXUS
VANGUARD STAR FDS
11.29%314.7K$21.7M
+3.22%(+9.82K)
2024-Q2: 282.8K shares2024-Q3: 286.1K shares2024-Q4: 287.7K shares2025-Q1: 304.9K shares2025-Q2: 314.7K shares2025-06-30
MUB
ISHARES TR
5.27%97.2K$10.2M
+3.22%(+3.04K)
2024-Q2: 108.4K shares2024-Q3: 112.8K shares2024-Q4: 93.2K shares2025-Q1: 94.1K shares2025-Q2: 97.2K shares2025-06-30
MSFT
MICROSOFT CORP
4.64%18.0K$8.9M
+1.91%(+336)
2024-Q2: 19.3K shares2024-Q3: 19.5K shares2024-Q4: 19.2K shares2025-Q1: 17.6K shares2025-Q2: 18.0K shares2025-06-30
AAPL
APPLE INC
4.15%39.0K$8.0M
+2.02%(+773)
2024-Q2: 40.8K shares2024-Q3: 41.2K shares2024-Q4: 39.7K shares2025-Q1: 38.2K shares2025-Q2: 39.0K shares2025-06-30
MBB
ISHARES TR
3.31%67.8K$6.4M
+11.95%(+7.24K)
2024-Q2: 56.7K shares2024-Q3: 54.9K shares2024-Q4: 57.2K shares2025-Q1: 60.5K shares2025-Q2: 67.8K shares2025-06-30
KORP
AMERICAN CENTY ETF TR
3.21%131.4K$6.2M
+12.78%(+14.89K)
2024-Q2: 95.7K shares2024-Q3: 112.8K shares2024-Q4: 122.4K shares2025-Q1: 116.6K shares2025-Q2: 131.4K shares2025-06-30
NVDA
NVIDIA CORPORATION
2.95%35.9K$5.7M
+0.81%(+288)
2024-Q2: 33.7K shares2024-Q3: 34.1K shares2024-Q4: 45.6K shares2025-Q1: 35.6K shares2025-Q2: 35.9K shares2025-06-30
CORP
PIMCO ETF TR
2.9%57.4K$5.6M
+12.63%(+6.44K)
2024-Q2: 44.1K shares2024-Q3: 44.7K shares2024-Q4: 47.6K shares2025-Q1: 51.0K shares2025-Q2: 57.4K shares2025-06-30
GOOGL
ALPHABET INC
2.67%29.2K$5.1M
+2.36%(+673)
2024-Q2: 29.4K shares2024-Q3: 29.6K shares2024-Q4: 29.1K shares2025-Q1: 28.5K shares2025-Q2: 29.2K shares2025-06-30
SUB
ISHARES TR
2.41%43.7K$4.6M
-1.85%(-821)
2024-Q2: 62.2K shares2024-Q3: 59.4K shares2024-Q4: 48.5K shares2025-Q1: 44.5K shares2025-Q2: 43.7K shares2025-06-30

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