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