Lindenwold Advisors, INC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 16, 2025), Lindenwold Advisors, INC reported 110 stock positions worth $211.6 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 11.6% of the portfolio, followed by iShares National Muni Bond E (MUB, 5.3%) and Nvidia (NVDA, 4.2%). Compared with Q2 2025, it opened 13 new positions, sold out of 10, added to 70 and reduced 26. The biggest buy was Nvidia (NVDA, shares +33%) and the biggest sale Microsoft (MSFT, shares −12%).

Most Recent 13F
Q3 2025
Location
READING, PA
CIK
0001874374
Portfolio Value
$211.6M (Q3 2025)
SEC Filing
0001874374-25-000002 ↗ filed Dec 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $187.0M Q1 2024 Q2 2024: $187.4M Q2 2024 Q3 2024: $198.5M Q3 2024 Q4 2024: $187.3M Q4 2024 Q1 2025: $179.6M Q1 2025 Q2 2025: $192.5M Q2 2025 Q3 2025: $211.6M $211.6M Q3 2025

Holdings 110 stocks · $211.6M
VXUS Vanguard Total Intl Stock 11.61% 334,556 $24.6M Add +6.3%
MUB iShares National Muni Bond E 5.31% 105,536 $11.2M Add +8.6%
NVDA Nvidia Corp. 4.21% 47,775 $8.9M Add +33.0%
MSFT Microsoft Corp. 3.85% 15,711 $8.1M Reduce -12.5%
AAPL Apple Inc. 3.73% 31,023 $7.9M Reduce -20.4%
GOOGL Alphabet Inc. Class A 3.35% 29,121 $7.1M Reduce -0.1%
MBB iShares MBS ETF 3.19% 70,870 $6.7M Add +4.5%
KORP American Century Diversified 3.10% 137,714 $6.6M Add +4.8%
CORP PIMCO Inv Grade Corp. BD ETF 2.80% 60,131 $5.9M Add +4.7%
SUB iShares Short-Term National 2.36% 46,816 $5.0M Add +7.2%
AVUV Avantis US Small Cap Value 2.29% 48,623 $4.8M Add +1.6%
AMZN Amazon.com Inc. 1.96% 18,901 $4.2M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.77% 11,881 $3.7M Add +0.6%
META Meta Platforms Inc. Class A 1.73% 4,978 $3.7M Add +0.6%
ABBV Abbvie Inc. 1.71% 15,635 $3.6M Add +1.0%
V Visa Inc. Class A 1.62% 10,053 $3.4M Reduce -0.0%
PGR Progressive Corp. 1.44% 12,329 $3.0M Add +0.9%
MRSH Marsh & McLennan Cos 1.43% 14,994 $3.0M Add +0.4%
UNP Union Pacific Corp. 1.41% 12,617 $3.0M Add +0.8%
SNA Snap-on Inc. 1.32% 8,035 $2.8M Reduce -0.1%
ULTA Ulta Beauty Inc. 1.23% 4,774 $2.6M Add +0.9%
ZTS Zoetis Inc. 1.16% 16,736 $2.4M New
LRCX Lam Research Corp. 1.15% 18,196 $2.4M Reduce -16.1%
MCD McDonald's Corp. 1.12% 7,805 $2.4M Add +1.0%
PG The Procter & Gamble Co. 1.12% 15,406 $2.4M Add +0.9%
EA Electronic Arts Inc. 1.12% 11,723 $2.4M Add +0.6%
HD Home Depot Inc. 1.10% 5,729 $2.3M Add +0.9%
RMD Resmed Inc. 1.09% 8,403 $2.3M Add +1.9%
DFSV Dimensional US Small Cap Val 1.06% 70,465 $2.2M Add +51.7%
CDNS Cadence Design SYS Inc. 1.02% 6,165 $2.2M Add +0.7%
ADBE Adobe Inc. 1.02% 6,113 $2.2M Add +0.2%
BLK BlackRock Inc. 1.01% 1,841 $2.1M Reduce -6.1%
KLAC KLA Corp. 0.99% 1,951 $2.1M Reduce -24.4%
AEE Ameren Corporation 0.98% 19,782 $2.1M Add +1.1%
EXPD Expeditors Intl Wash Inc. 0.96% 16,505 $2.0M Add +0.8%
TMUS T-Mobile US Inc. 0.90% 7,975 $1.9M Add +1.2%
PEP Pepsico Inc. 0.87% 13,115 $1.8M Add +0.8%
UNH Unitedhealth Group Inc. 0.86% 5,250 $1.8M Reduce -39.6%
VSDM Vanguard Short Tax-Ex Bond 0.84% 23,075 $1.8M Add +202.6%
AVGO Broadcom Inc. 0.82% 5,285 $1.7M New
LMT Lockheed Martin Corp. 0.80% 3,378 $1.7M Add +1.1%
GIS General Mills Inc. 0.79% 33,292 $1.7M Reduce -0.4%
CVX Chevron Corp. 0.74% 10,120 $1.6M Reduce -8.6%
CSCO Cisco Systems Inc. 0.71% 22,046 $1.5M Add +0.6%
SHW The Sherwin-Williams Co. 0.63% 3,873 $1.3M Add +2.1%
DELL Dell Technologies -C 0.62% 9,185 $1.3M Add +1.0%
ACN Accenture PLC Class A 0.59% 5,021 $1.2M Add +0.7%
PSA Public Storage 0.58% 4,275 $1.2M Add +0.9%
EOG EOG Resources Inc. 0.58% 10,881 $1.2M Add +0.9%
NFLX Netflix Inc. 0.57% 1,007 $1.2M Add +0.2%
CW Curtiss-Wright Corp. 0.53% 2,074 $1.1M Reduce -24.2%
SCHO Schwab Short-Term US Treas 0.49% 42,243 $1.0M Reduce -0.1%
DVN Devon Energy Corp. 0.45% 27,094 $950K Add +1.2%
CMCSA Comcast Corp. Class A 0.44% 29,918 $940K Add +0.6%
CVLT Commvault Systems Inc. 0.42% 4,688 $885K Reduce -29.1%
WSO Watsco Inc. 0.40% 2,102 $850K Reduce -11.7%
CUBE Cubesmart 0.40% 20,658 $840K Add +41.9%
MEDP Medpace Holdings Inc. 0.36% 1,491 $767K Reduce -21.7%
EWBC East West Bancorp Inc. 0.35% 6,890 $733K Add +0.9%
WTRG Essential Utilities Inc. 0.33% 17,405 $694K Add +133.3%
EME Emcor Group Inc. 0.31% 1,024 $665K Add +1.1%
ORI Old Republic Intl Corp. 0.31% 15,600 $663K Add +2.3%
CBSH Commerce Bancshares Inc. 0.31% 11,031 $659K Add +2.4%
TXRH Texas Roadhouse Inc. 0.31% 3,928 $653K Add +112.3%
AIT Applied Industrial Tech Inc. 0.30% 2,404 $628K Add +1.0%
HALO Halozyme Therapeutics Inc. 0.28% 8,221 $603K Add +2.5%
PWRD TCW Transform Systems ETF 0.27% 5,756 $562K New
RPM RPM International Inc. 0.26% 4,751 $560K Add +0.9%
ENFR Alerian Energy Infrastructur 0.26% 16,803 $545K New
CRUS Cirrus Logic Inc. 0.25% 4,246 $532K Add +0.9%
SFM Sprouts Farmers Market Inc. 0.23% 4,494 $489K Reduce -10.8%
MTG Mgic Investment Corp. 0.21% 15,786 $448K Add +0.9%
CSL Carlisle Cos Inc. 0.21% 1,331 $438K Add +1.1%
OC Owens Corning 0.20% 3,022 $427K Add +1.0%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.20% 6,553 $426K New
MUSA Murphy USA Inc. 0.19% 1,046 $406K Add +1.1%
ATR Aptargroup Inc. 0.18% 2,890 $386K Add +1.1%
VSMV Victoryshares US Min Vol ETF 0.17% 6,786 $364K Add +29.2%
BDC Belden Inc. 0.17% 2,971 $357K New
BLD Topbuild Corp. 0.17% 896 $350K New
TETRA TECH INC (TTEK 2.25 08/15/28) 0.16% 10,407 $347K New
GNTX Gentex Corp. 0.16% 11,895 $337K Add +1.0%
TTC Toro Co. 0.16% 4,394 $335K Add +0.9%
SEIC Sei Investments Company 0.16% 3,928 $333K Add +1.0%
AMLP Alerian MLP ETF 0.16% 6,998 $328K New
DTCR Global X Data Center & Digit 0.15% 15,434 $316K New
NBIX Neurocrine Biosciences Inc. 0.15% 2,241 $315K Add +1.1%
USFD US Foods Holding Corp. 0.15% 4,090 $313K Add +1.0%
PEGA Pegasystems Inc. 0.15% 5,359 $308K Add +1.0%
FDS Factset Research Systems Inc. 0.14% 1,046 $300K Add +0.9%
FFIN First Finl Bankshares Inc. 0.14% 8,648 $291K Add +1.0%
CWST Casella Waste Systems Inc. Class A 0.14% 3,028 $287K Add +2.7%
ROAD Construction Partners Inc. Class A 0.14% 2,261 $287K Reduce -27.9%
MTDR Matador Resources Co. 0.13% 6,290 $283K Add +1.0%
MUR Murphy Oil Corp. 0.13% 9,898 $281K Add +2.5%
DSGX The Descartes Systems Grp 0.13% 2,902 $273K Reduce -8.4%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.13% 5,402 $273K Add +0.7%
RBC RBC Bearings Inc. 0.12% 665 $260K Reduce -8.9%
ESE Esco Technologies Inc. 0.12% 1,214 $256K Reduce -18.0%
OPCH Option Care Health Inc. 0.12% 8,884 $247K Add +1.0%

Show all 110 holdings

Portfolio Sells Q2 2025 → Q3 2025
MSFT Microsoft Corp. Reduce -12.5% 3.85% −0.79
MRK Merck & Co. Inc. Sold out 0.00% −0.57
UNH Unitedhealth Group Inc. Reduce -39.6% 0.86% −0.55
AAPL Apple Inc. Reduce -20.4% 3.73% −0.42
WSM Williams-Sonoma Inc. Sold out 0.00% −0.33
V Visa Inc. Class A Reduce -0.0% 1.62% −0.23
KLAC KLA Corp. Reduce -24.4% 0.99% −0.21
SFM Sprouts Farmers Market Inc. Reduce -10.8% 0.23% −0.20
AMZN Amazon.com Inc. Reduce -0.3% 1.96% −0.20
TTEK Tetra Tech Inc. Sold out 0.00% −0.19
CVLT Commvault Systems Inc. Reduce -29.1% 0.42% −0.18
CW Curtiss-Wright Corp. Reduce -24.2% 0.53% −0.16
WSO Watsco Inc. Reduce -11.7% 0.40% −0.14
NOVT Novanta Inc. Sold out 0.00% −0.13
MMSI Merit Medical Systems Inc. Sold out 0.00% −0.13
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.11
FSS Federal Signal Corp. Sold out 0.00% −0.11
SSD Simpson Manufacturing Co. Inc. Sold out 0.00% −0.11
GIS General Mills Inc. Reduce -0.4% 0.79% −0.11
SPSC SPS Commerce Inc. Sold out 0.00% −0.10
CVX Chevron Corp. Reduce -8.6% 0.74% −0.08
BLK BlackRock Inc. Reduce -6.1% 1.01% −0.05
SCHO Schwab Short-Term US Treas Reduce -0.1% 0.49% −0.05
HLMN Hillman Solutions Corp. Sold out 0.00% −0.04
DSGX The Descartes Systems Grp Reduce -8.4% 0.13% −0.04
ROAD Construction Partners Inc. Class A Reduce -27.9% 0.14% −0.04
FSV Firstservice Corp. Reduce -21.9% 0.11% −0.03
EXPO Exponent Inc. Reduce -7.6% 0.10% −0.03
ESE Esco Technologies Inc. Reduce -18.0% 0.12% −0.03
RBC RBC Bearings Inc. Reduce -8.9% 0.12% −0.02
CCC CCC Intelligent Solutions Ho Reduce -8.8% 0.07% −0.02
STVN Stevanato Group SPA Reduce -6.5% 0.11% −0.01
SNA Snap-on Inc. Reduce -0.1% 1.32% +0.02
MEDP Medpace Holdings Inc. Reduce -21.7% 0.36% +0.05
LRCX Lam Research Corp. Reduce -16.1% 1.15% +0.06
GOOGL Alphabet Inc. Class A Reduce -0.1% 3.35% +0.68

Portfolio Buys Q2 2025 → Q3 2025
NVDA Nvidia Corp. Add +33.0% 4.21% +1.26
ZTS Zoetis Inc. New 1.16% +1.16
AVGO Broadcom Inc. New 0.82% +0.82
VSDM Vanguard Short Tax-Ex Bond Add +202.6% 0.84% +0.54
DFSV Dimensional US Small Cap Val Add +51.7% 1.06% +0.35
VXUS Vanguard Total Intl Stock Add +6.3% 11.61% +0.32
PWRD TCW Transform Systems ETF New 0.27% +0.27
ENFR Alerian Energy Infrastructur New 0.26% +0.26
ABBV Abbvie Inc. Add +1.0% 1.71% +0.22
NUKZ Range Nuclear Renaissance New 0.20% +0.20
WTRG Essential Utilities Inc. Add +133.3% 0.33% +0.18
BDC Belden Inc. New 0.17% +0.17
BLD Topbuild Corp. New 0.17% +0.17
TETRA TECH INC (TTEK 2.25 08/15/28) New 0.16% +0.16
AMLP Alerian MLP ETF New 0.16% +0.16
EA Electronic Arts Inc. Add +0.6% 1.12% +0.15
DTCR Global X Data Center & Digit New 0.15% +0.15
TXRH Texas Roadhouse Inc. Add +112.3% 0.31% +0.13
AMR Alpha Metallurgical Resource New 0.11% +0.11
MZTI The Marzetti Company New 0.11% +0.11
AAON Aaon Inc. New 0.10% +0.10
ULTA Ulta Beauty Inc. Add +0.9% 1.23% +0.08
CUBE Cubesmart Add +41.9% 0.40% +0.08
HALO Halozyme Therapeutics Inc. Add +2.5% 0.28% +0.07
CDNS Cadence Design SYS Inc. Add +0.7% 1.02% +0.04
MUB iShares National Muni Bond E Add +8.6% 5.31% +0.04
VSMV Victoryshares US Min Vol ETF Add +29.2% 0.17% +0.04
DELL Dell Technologies -C Add +1.0% 0.62% +0.04
EME Emcor Group Inc. Add +1.1% 0.31% +0.03
GNTX Gentex Corp. Add +1.0% 0.16% +0.02
CRUS Cirrus Logic Inc. Add +0.9% 0.25% +0.02
AVUV Avantis US Small Cap Value Add +1.6% 2.29% +0.02
MUR Murphy Oil Corp. Add +2.5% 0.13% +0.02
HD Home Depot Inc. Add +0.9% 1.10% +0.02
AIT Applied Industrial Tech Inc. Add +1.0% 0.30% +0.01
ORI Old Republic Intl Corp. Add +2.3% 0.31% +0.01
DVN Devon Energy Corp. Add +1.2% 0.45% +0.01
NBIX Neurocrine Biosciences Inc. Add +1.1% 0.15% +0.00
AEE Ameren Corporation Add +1.1% 0.98% −0.00
TTC Toro Co. Add +0.9% 0.16% −0.00
PEGA Pegasystems Inc. Add +1.0% 0.15% −0.00
RPM RPM International Inc. Add +0.9% 0.26% −0.00
LMT Lockheed Martin Corp. Add +1.1% 0.80% −0.01
CHRD Chord Energy Corp. Add +1.1% 0.11% −0.01
JPM JPMorgan Chase & Co. Add +0.6% 1.77% −0.01
EWBC East West Bancorp Inc. Add +0.9% 0.35% −0.01
OC Owens Corning Add +1.0% 0.20% −0.01
USFD US Foods Holding Corp. Add +1.0% 0.15% −0.01
MTG Mgic Investment Corp. Add +0.9% 0.21% −0.01
EXPD Expeditors Intl Wash Inc. Add +0.8% 0.96% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 110$211.6MVXUS, MUB, NVDA, MSFT, AAPL
Q2 2025 107$192.5MVXUS, MUB, MSFT, AAPL, MBB
Q1 2025 108$179.6MVXUS, MUB, AAPL, MSFT, MBB
Q4 2024 111$187.3MVXUS, AAPL, MUB, MSFT, NVDA
Q3 2024 115$198.5MVXUS, MUB, AAPL, MSFT, SUB
Q2 2024 112$187.4MVXUS, MUB, MSFT, AAPL, SUB
Q1 2024 117$187.0MVXUS, MUB, MSFT, AAPL, SUB