Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lindenwold Advisors, INC (CIK 1874374) reported $211.6M across 110 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VXUS ($24.6M, 11.61%), MUB ($11.2M, 5.31%), NVDA ($8.9M, 4.21%), MSFT ($8.1M, 3.85%), AAPL ($7.9M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | $24.6M | 11.61% | 334,556 | Added |
| 2 | MUB | ISHARES TR | $11.2M | 5.31% | 105,536 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $8.9M | 4.21% | 47,775 | Added |
| 4 | MSFT | MICROSOFT CORP | $8.1M | 3.85% | 15,711 | Trimmed |
| 5 | AAPL | APPLE INC | $7.9M | 3.73% | 31,023 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $7.1M | 3.35% | 29,121 | Trimmed |
| 7 | MBB | ISHARES TR | $6.7M | 3.19% | 70,870 | Added |
| 8 | KORP | AMERICAN CENTY ETF TR | $6.6M | 3.10% | 137,714 | Added |
| 9 | CORP | PIMCO ETF TR | $5.9M | 2.80% | 60,131 | Added |
| 10 | SUB | ISHARES TR | $5.0M | 2.36% | 46,816 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $4.8M | 2.29% | 48,623 | Added |
| 12 | AMZN | AMAZON COM INC | $4.2M | 1.96% | 18,901 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO. | $3.7M | 1.77% | 11,881 | Added |
| 14 | META | META PLATFORMS INC | $3.7M | 1.73% | 4,978 | Added |
| 15 | ABBV | ABBVIE INC | $3.6M | 1.71% | 15,635 | Added |
| 16 | V | VISA INC | $3.4M | 1.62% | 10,053 | Trimmed |
| 17 | PGR | PROGRESSIVE CORP | $3.0M | 1.44% | 12,329 | Added |
| 18 | MMC | MARSH & MCLENNAN COS INC | $3.0M | 1.43% | 14,994 | Added |
| 19 | UNP | UNION PAC CORP | $3.0M | 1.41% | 12,617 | Added |
| 20 | SNA | SNAP ON INC | $2.8M | 1.32% | 8,035 | Trimmed |
| 21 | ULTA | ULTA BEAUTY INC | $2.6M | 1.23% | 4,774 | Added |
| 22 | ZTS | ZOETIS INC | $2.4M | 1.16% | 16,736 | New |
| 23 | LRCX | LAM RESEARCH CORP | $2.4M | 1.15% | 18,196 | Trimmed |
| 24 | MCD | MCDONALDS CORP | $2.4M | 1.12% | 7,805 | Added |
| 25 | EA | ELECTRONIC ARTS INC | $2.4M | 1.12% | 11,723 | Added |
Source: SEC Form 13F filings · as of 2025-09-30