LINCOLN NATIONAL CORP

Q2 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$3,907,392
Net value change ($000)
+453,416 (13.1%)
New positions
1
Sold out positions
0
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 133,945 NEW
VTV 44,906 16.4%
VTI 37,500 14.1%
VUG 36,656 11.7%
VOO 30,555 13.3%
VEU 26,900 10.8%
VTHR 18,810 14.1%
VEA 17,330 10.2%
VB 14,388 19.3%
SCHP 13,110 5.5%
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type