Institutional Manager · CIK 0001874374
Lindenwold Advisors, INC
READING, PA · File #028-21997
Latest AUM
$211.6M
Positions
110
Top-10 Concentration
49.9%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025110 pos · $211.6M
- 13F HOLDINGS REPORTQ/E Jun 2025107 pos · $192.5M
- 13F HOLDINGS REPORTQ/E Mar 2025108 pos · $179.6M
- 13F HOLDINGS REPORTQ/E Dec 2024111 pos · $187.3M
- 13F HOLDINGS REPORTQ/E Sep 2024115 pos · $198.5M
- 13F HOLDINGS REPORTQ/E Jun 2024112 pos · $187.4M
- 13F HOLDINGS REPORTQ/E Mar 2024117 pos · $187.0M
- 13F HOLDINGS REPORTQ/E Dec 2023111 pos · $160.6M
- 13F HOLDINGS REPORTQ/E Sep 2023112 pos · $163.1M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $161.3M
- 13F HOLDINGS REPORTQ/E Mar 2023114 pos · $149.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 921909768 | 334,556 | $24.6M | 13.32% |
| 2 | ISHARES TR | 464288414 | 105,536 | $11.2M | 6.09% |
| 3 | NVIDIA CORPORATION | NVDA | 47,775 | $8.9M | 4.83% |
| 4 | MICROSOFT CORP | MSFT | 15,711 | $8.1M | 4.41% |
| 5 | APPLE INC | AAPL | 31,023 | $7.9M | 4.28% |
| 6 | ALPHABET INC | GOOG | 29,121 | $7.1M | 3.84% |
| 7 | ISHARES TR | 464288588 | 70,870 | $6.7M | 3.65% |
| 8 | AMERICAN CENTY ETF TR | 025072109 | 137,714 | $6.6M | 3.55% |
| 9 | PIMCO ETF TR | 72201R817 | 60,131 | $5.9M | 3.21% |
| 10 | ISHARES TR | 464288158 | 46,816 | $5.0M | 2.71% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 48,623 | $4.8M | 2.62% |
| 12 | AMAZON COM INC | AMZN | 18,901 | $4.2M | 2.25% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 11,881 | $3.7M | 2.03% |
| 14 | META PLATFORMS INC | META | 4,978 | $3.7M | 1.98% |
| 15 | ABBVIE INC | ABBV | 15,635 | $3.6M | 1.96% |
| 16 | VISA INC | V | 10,053 | $3.4M | 1.86% |
| 17 | PROGRESSIVE CORP | 743315103 | 12,329 | $3.0M | 1.65% |
| 18 | MARSH & MCLENNAN COS INC | 571748102 | 14,994 | $3.0M | 1.64% |
| 19 | UNION PAC CORP | UNP | 12,617 | $3.0M | 1.62% |
| 20 | SNAP ON INC | SNA | 8,035 | $2.8M | 1.51% |