Lincoln National Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Lincoln National Corp. reported 19 stock positions worth $3.5 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.1% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 8.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.9%). Compared with Q4 2025, it sold out of 1, added to 11 and reduced 8. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +180%) and the biggest sale an exit from Vanguard Ftse Emerging Marke (VWO).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0000059558
- Portfolio Value
- $3.5B (Q1 2026)
- SEC Filing
- 0000059558-26-000025 ↗ filed May 4, 2026
Holdings Value
Holdings 19 stocks · $3.5B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.09% | 719,053 | $314.1M | Add +7.9% |
| BSV Vanguard Short-Term Bond ETF | 8.86% | 3,904,033 | $306.1M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.95% | 1,399,269 | $274.5M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 7.68% | 826,600 | $265.2M | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 7.21% | 3,315,704 | $249.0M | Reduce -2.1% |
| SCHP Schwab U.S. Tips ETF | 6.86% | 8,907,849 | $237.0M | Add +180.0% |
| VOO Vanguard S&P 500 ETF | 6.68% | 385,890 | $230.6M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 6.55% | 4,708,344 | $226.2M | Add +1.7% |
| BLV Vanguard Long-Term Bond ETF | 5.23% | 2,627,194 | $180.7M | Add +2.5% |
| VMBS Vanguard Mortgage-Backed Sec | 5.15% | 3,791,318 | $178.0M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 4.92% | 2,653,608 | $170.0M | Reduce -3.4% |
| BIV Vanguard Intermediate-Term B | 4.88% | 2,185,893 | $168.7M | Add +1.6% |
| VTHR Vanguard Russell 3000 | 3.85% | 462,641 | $133.0M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 3.31% | 1,636,819 | $114.2M | Add +53.1% |
| VXUS Vanguard Total Intl Stock | 3.23% | 1,449,059 | $111.7M | Reduce -2.1% |
| VGK Vanguard Ftse Europe ETF | 3.18% | 1,333,959 | $110.0M | Reduce -0.2% |
| VPL Vanguard Ftse Pacific ETF | 2.19% | 773,843 | $75.6M | Reduce -7.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.16% | 284,318 | $74.5M | Reduce -5.8% |
| VXF Vanguard Extended Market ETF | 1.01% | 168,810 | $34.7M | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −3.48 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.4% | 7.95% | −0.40 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.8% | 2.16% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.4% | 4.92% | −0.09 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.2% | 3.18% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.1% | 7.21% | −0.07 |
| VXF Vanguard Extended Market ETF | Reduce -1.1% | 1.01% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -2.1% | 3.23% | −0.03 |
| VPL Vanguard Ftse Pacific ETF | Reduce -7.7% | 2.19% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHP Schwab U.S. Tips ETF | Add +180.0% | 6.86% | +4.40 |
| IEMG iShares Core MSCI Emerging | Add +53.1% | 3.31% | +1.20 |
| BLV Vanguard Long-Term Bond ETF | Add +2.5% | 5.23% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.7% | 6.55% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.1% | 5.15% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +1.3% | 8.86% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +1.6% | 4.88% | −0.01 |
| VTHR Vanguard Russell 3000 | Add +1.0% | 3.85% | −0.17 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 6.68% | −0.32 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 7.68% | −0.36 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.9% | 9.09% | −0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $3.9B | VUG, VTV, BSV, VTI, VEU |
| Q1 2026 | 19 | $3.5B | VUG, BSV, VTV, VTI, VEU |
| Q4 2025 | 20 | $3.4B | VUG, BSV, VTV, VTI, VEU |
| Q3 2025 | 20 | $3.5B | VUG, BSV, VTV, VTI, VEU |
| Q2 2025 | 20 | $3.3B | VUG, BSV, VTV, VTI, VOO |
| Q1 2025 | 21 | $3.1B | BSV, VUG, VTV, VTI, SCHP |
| Q4 2024 | 21 | $3.1B | VUG, BSV, VTI, VTV, SCHP |
| Q3 2024 | 23 | $3.1B | VTI, MGK, BSV, MGV, SCHP |
| Q2 2024 | 23 | $3.0B | VTI, MGK, BSV, MGV, SCHP |
| Q1 2024 | 1,203 | $6.4B | VTI, MGK, BSV, MGV, SPIP |