LINCOLN NATIONAL CORP

Q2 2025 13F-HR Holdings

Location
Radnor, PA
Holdings as of
6/30/2025
Date filed
8/5/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$3,297,232
Net value change ($000)
+193,632 (6.2%)
New positions
1
Sold out positions
2
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/30/2025 Next filing: 11/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
VXUS 98,867 NEW
VUG 47,611 18.4%
VEU 33,992 18.2%
VTI 27,694 12.3%
VOO 23,058 11.6%
VWO 16,692 18.7%
VTHR 13,730 12.1%
VTV 11,875 4.8%
VB 6,976 11.2%
VGK 6,829 7.5%
Top Reduces (Value $000, Stocks/ETFs)
VSS -34,002 -100.0%
VNQI -27,547 -100.0%
VPL -26,588 -27.8%
VEA -13,592 -8.2%
VMBS -2,149 -1.3%
BIV -1,812 -1.2%
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