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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$3.04 Million 1.49% of portfolio
12,329
Q3 2025 Added 0.91%
$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
$55.8B
$2.36 Million 1.16% of portfolio
11,723
Q3 2025 Added 0.64%
$35.8B
$2.3 Million 1.13% of portfolio
8,403
Q3 2025 Added 1.92%
$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%
$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%
$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%
$23.5B
$949,000 0.47% of portfolio
27,094
Q3 2025 Added 1.17%
$120B
$940,000 0.46% of portfolio
29,918
Q3 2025 Added 0.64%
$11.4B
$849,000 0.42% of portfolio
2,102
Q3 2025 Reduced 11.72%
$18.4B
$766,000 0.38% of portfolio
1,491
Q3 2025 Reduced 21.73%
$14.5B
$733,000 0.36% of portfolio
6,890
Q3 2025 Added 0.94%
$10.4B
$694,000 0.34% of portfolio
17,405
Q3 2025 Added 133.25%
$29.5B
$665,000 0.33% of portfolio
1,024
Q3 2025 Added 1.09%
$13.7B
$662,000 0.32% of portfolio
15,600
Q3 2025 Added 2.32%
$11.2B
$652,000 0.32% of portfolio
3,928
Q3 2025 Added 112.32%
$13.8B
$560,000 0.27% of portfolio
4,751
Q3 2025 Added 0.91%
$15.9B
$437,000 0.21% of portfolio
1,331
Q3 2025 Added 1.14%
$13.6B
$350,000 0.17% of portfolio
896
Q3 2025 New
$11B
$333,000 0.16% of portfolio
3,928
Q3 2025 Added 0.98%
$10.4B
$299,000 0.15% of portfolio
1,046
Q3 2025 Added 0.87%
$16.1B
$313,000 0.15% of portfolio
4,090
Q3 2025 Added 1.04%
$13.9B
$314,000 0.15% of portfolio
2,241
Q3 2025 Added 1.13%

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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