Lindenwold Advisors, INC
CIK: 0001874374SEC EDGAR →
Portfolio Value
$211.6B
Holdings
110
As of
Q3 2025
New Positions
13
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 334,556 | $24.6B | 11.61% |
| 2 | ISHARES TR | 105,536 | $11.2B | 5.31% |
| 3 | NVIDIA CORPORATION | 47,775 | $8.9B | 4.21% |
| 4 | MICROSOFT CORP | 15,711 | $8.1B | 3.85% |
| 5 | APPLE INC | 31,023 | $7.9B | 3.73% |
| 6 | ALPHABET INC | 29,121 | $7.1B | 3.35% |
| 7 | ISHARES TR | 70,870 | $6.7B | 3.19% |
| 8 | AMERICAN CENTY ETF TR | 137,714 | $6.6B | 3.10% |
| 9 | PIMCO ETF TR | 60,131 | $5.9B | 2.80% |
| 10 | ISHARES TR | 46,816 | $5.0B | 2.36% |
Quarterly Changes
New Positions (13)
$2.4B · 17K shares
$1.7B · 5K shares
$562.3M · 6K shares
$544.6M · 17K shares
$426.2M · 7K shares
$357.3M · 3K shares
$350.2M · 896 shares
$347.4M · 10K shares
$328.4M · 7K shares
$316.1M · 15K shares
$241.2M · 1K shares
$224.3M · 1K shares
$220.2M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $83.8B | 39.6% |
| Technology | 17 | $42.1B | 19.9% |
| Communication Services | 6 | $17.2B | 8.1% |
| Industrials | 17 | $15.6B | 7.3% |
| Consumer Cyclical | 8 | $13.1B | 6.2% |
| Unknown | 5 | $10.6B | 5.0% |
| Healthcare | 9 | $10.4B | 4.9% |
| Consumer Defensive | 6 | $6.9B | 3.3% |
| Energy | 7 | $4.8B | 2.3% |
| Utilities | 2 | $2.8B | 1.3% |
| Real Estate | 3 | $2.3B | 1.1% |
| Basic Materials | 3 | $2.1B | 1.0% |