Data as of Q4 2025 (Dec 31, 2025)

LINCOLN NATIONAL CORP

•CIK: 59558•Filing: Q4 2025

Lincoln National Corp, with $3.4 billion in assets under management, is led by Chief Investment Officer David Herro, known for his value-oriented, long-term investment approach. The fund's recent notable moves include cutting positions in SCHP by 62% and IEMG by 36%, while maintaining significant exposure to diversified ETFs like VUG, BSV, and VTV.

Total AUM
$3.4B
QoQ Performance
-2.5%
Positions
9
Top 10 Concentration
71.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VUG
BSV
VTV
VTI
VEU
VOO
BNDX
BLV
VUG9.5%
BSV8.9%
VTV8.3%
VTI8.0%
VEU7.3%
VOO7.0%
BNDX6.5%
BLV5.2%

📈 Biggest Buys

BSV
VANGUARD BD INDEX FDS
+4.0%
8.9% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+5.3%
6.5% of portfolio
BIV
VANGUARD BD INDEX FDS
+3.3%
4.9% of portfolio
VMBS
VANGUARD SCOTTSDALE FDS
+2.6%
5.2% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
+1.7%
7.3% of portfolio

📉 Biggest Sells

SCHP
SCHWAB STRATEGIC TR
-61.8%
2.5% of portfolio
IEMG
ISHARES INC
-37.6%
2.1% of portfolio
VUG
VANGUARD INDEX FDS
-1.2%
9.5% of portfolio
VOO
VANGUARD INDEX FDS
-0.4%
7.0% of portfolio
VTI
VANGUARD INDEX FDS
-0.2%
8.0% of portfolio

Sector Breakdown

Other93.0%
ETF7.0%

Changes from Q3 2025

↑14 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VUG9.5%
VANGUARD INDEX FDS
$325.0M
BSV8.9%
VANGUARD BD INDEX FDS
$303.7M
VTV8.3%
VANGUARD INDEX FDS
$285.5M
VTI8.0%
VANGUARD INDEX FDS
$275.1M
VEU7.3%
VANGUARD INTL EQUITY INDEX F
$249.1M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.