StockDriftsStockDriftsTop 50 Lindenwold Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 11.29% | 314.7K | $21.7M | +3.22%(+9.82K) | — | 2025-06-30 | |
| MUB | ISHARES TR | 5.27% | 97.2K | $10.2M | +3.22%(+3.04K) | — | 2025-06-30 | |
| MSFT | MICROSOFT CORP | 4.64% | 18.0K | $8.9M | +1.91%(+336) | — | 2025-06-30 | |
| AAPL | APPLE INC | 4.15% | 39.0K | $8.0M | +2.02%(+773) | — | 2025-06-30 | |
| MBB | ISHARES TR | 3.31% | 67.8K | $6.4M | +11.95%(+7.24K) | — | 2025-06-30 | |
| KORP | AMERICAN CENTY ETF TR | 3.21% | 131.4K | $6.2M | +12.78%(+14.89K) | — | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.95% | 35.9K | $5.7M | +0.81%(+288) | — | 2025-06-30 | |
| CORP | PIMCO ETF TR | 2.9% | 57.4K | $5.6M | +12.63%(+6.44K) | — | 2025-06-30 | |
| GOOGL | ALPHABET INC | 2.67% | 29.2K | $5.1M | +2.36%(+673) | — | 2025-06-30 | |
| SUB | ISHARES TR | 2.41% | 43.7K | $4.6M | -1.85%(-821) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.66% |
Lindenwold Advisors, Inc reports $192.53M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (11.3%), MUB (5.3%) and MSFT (4.6%). The top 20 holdings account for 60.54% of reported assets. Its disclosed equity book has returned +22.62% cumulatively over 11 quarters. Figures reflect the Q2 2025 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 Lindenwold Advisors, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1874374). View Lindenwold Advisors, Inc’s 13F filings on SEC