Lindenwold Advisors Portfolio Holdings

Lindenwold Advisors

  • $204 Million
  • Q3 2025

Lindenwold Advisors has filed its 13F form on December 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $24.6M, Ishares National Muni Bond ETF with a value of $11.2M, Nvidia Corp with a value of $8.91M, Microsoft Corp with a value of $8.14M, and Apple Inc. with a value of $7.9M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $187M to 204M.

Below you can find more details about Lindenwold Advisors portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $70.1 Million
Technology: $39.9 Million
Communication Services: $17.2 Million
Financial Services: $16.7 Million
Industrials: $15.5 Million
Consumer Cyclical: $13.1 Million
Healthcare: $12.7 Million
Consumer Defensive: $6.92 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Million 12.05% of portfolio
334,556
Q3 2025 Added 6.31%
$0
$11.2 Million 5.51% of portfolio
105,536
Q3 2025 Added 8.62%
$465B
$8.91 Million 4.37% of portfolio
47,775
Q3 2025 Added 33.01%
$3.78T
$8.14 Million 3.99% of portfolio
15,711
Q3 2025 Reduced 12.49%
$4.3T
$7.9 Million 3.87% of portfolio
31,023
Q3 2025 Reduced 20.37%
$1.65T
$7.08 Million 3.47% of portfolio
29,121
Q3 2025 Reduced 0.12%
$0
$6.74 Million 3.31% of portfolio
70,870
Q3 2025 Added 4.55%
$0
$6.56 Million 3.21% of portfolio
137,714
Q3 2025 Added 4.77%
$0
$5.93 Million 2.91% of portfolio
60,131
Q3 2025 Added 4.72%
$0
$5 Million 2.45% of portfolio
46,816
Q3 2025 Added 7.21%
$0
$4.84 Million 2.37% of portfolio
48,623
Q3 2025 Added 1.62%
$2.39T
$4.15 Million 2.03% of portfolio
18,901
Q3 2025 Reduced 0.32%
$881B
$3.75 Million 1.84% of portfolio
11,881
Q3 2025 Added 0.57%
$1.37T
$3.66 Million 1.79% of portfolio
4,978
Q3 2025 Added 0.59%
$414B
$3.62 Million 1.77% of portfolio
15,635
Q3 2025 Added 0.96%
$533B
$3.43 Million 1.68% of portfolio
10,053
Q3 2025 Reduced 0.01%
$89.7B
$3.02 Million 1.48% of portfolio
14,994
Q3 2025 Added 0.42%
$136B
$2.98 Million 1.46% of portfolio
12,617
Q3 2025 Added 0.75%
$17.5B
$2.78 Million 1.36% of portfolio
8,035
Q3 2025 Reduced 0.07%
$27.1B
$2.61 Million 1.28% of portfolio
4,774
Q3 2025 Added 0.95%
$55.6B
$2.45 Million 1.2% of portfolio
16,736
Q3 2025 New
$346B
$2.37 Million 1.16% of portfolio
15,406
Q3 2025 Added 0.92%
$55.8B
$2.36 Million 1.16% of portfolio
11,723
Q3 2025 Added 0.64%
$224B
$2.37 Million 1.16% of portfolio
7,805
Q3 2025 Added 0.98%
$367B
$2.32 Million 1.14% of portfolio
5,729
Q3 2025 Added 0.95%
$35.8B
$2.3 Million 1.13% of portfolio
8,403
Q3 2025 Added 1.92%
$0
$2.24 Million 1.1% of portfolio
70,465
Q3 2025 Added 51.73%
$86.4B
$2.17 Million 1.06% of portfolio
6,165
Q3 2025 Added 0.69%
$151B
$2.16 Million 1.06% of portfolio
6,113
Q3 2025 Added 0.2%
$161B
$2.1 Million 1.03% of portfolio
1,951
Q3 2025 Reduced 24.41%
$27.1B
$2.06 Million 1.01% of portfolio
19,782
Q3 2025 Added 1.11%
$22.6B
$2.02 Million 0.99% of portfolio
16,505
Q3 2025 Added 0.84%
$269B
$1.91 Million 0.94% of portfolio
7,975
Q3 2025 Added 1.19%
$204B
$1.84 Million 0.9% of portfolio
13,115
Q3 2025 Added 0.85%
$300B
$1.81 Million 0.89% of portfolio
5,250
Q3 2025 Reduced 39.59%
$139B
$1.74 Million 0.85% of portfolio
5,285
Q3 2025 New
$123B
$1.69 Million 0.83% of portfolio
3,378
Q3 2025 Added 1.14%
$28.1B
$1.68 Million 0.82% of portfolio
33,292
Q3 2025 Reduced 0.36%
$303B
$1.57 Million 0.77% of portfolio
10,120
Q3 2025 Reduced 8.59%
$319B
$1.51 Million 0.74% of portfolio
22,046
Q3 2025 Added 0.57%
$86.1B
$1.34 Million 0.66% of portfolio
3,873
Q3 2025 Added 2.08%
$34.7B
$1.3 Million 0.64% of portfolio
9,185
Q3 2025 Added 0.96%
$152B
$1.24 Million 0.61% of portfolio
5,021
Q3 2025 Added 0.68%
$48.1B
$1.23 Million 0.61% of portfolio
4,275
Q3 2025 Added 0.87%
$64.7B
$1.22 Million 0.6% of portfolio
10,881
Q3 2025 Added 0.86%
$49.1B
$1.21 Million 0.59% of portfolio
1,007
Q3 2025 Added 0.2%
$21.2B
$1.13 Million 0.55% of portfolio
2,074
Q3 2025 Reduced 24.2%
$0
$1.03 Million 0.51% of portfolio
42,243
Q3 2025 Reduced 0.09%
$23.5B
$949,000 0.47% of portfolio
27,094
Q3 2025 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $204 Million
  • Prior Value $187 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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