Lindenwold Advisors Portfolio Holdings

Lindenwold Advisors

  • $187 Million
  • Q2 2025

Lindenwold Advisors has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Million distributed in 107 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 $21.7M, Ishares National Muni Bond ETF with a value of $10.2M, Microsoft Corp with a value of $8.93M, Apple Inc. with a value of $7.99M, and Ishares Tr with a value of $6.36M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $175M to 187M.

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

Portfolio value $187 Million
ETFs: $61.7 Million
Technology: $36.4 Million
Financial Services: $17 Million
Industrials: $15.2 Million
Communication Services: $14.9 Million
Consumer Cyclical: $12.7 Million
Healthcare: $11.5 Million
Consumer Defensive: $7.02 Million
Other: $11 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$3.26 Million 1.74% of portfolio
14,932
Q2 2025 Added 3.52%
$142B
$3.26 Million 1.74% of portfolio
12,218
Q2 2025 Added 2.46%
$135B
$2.88 Million 1.54% of portfolio
12,523
Q2 2025 Added 2.05%
$17.3B
$2.5 Million 1.33% of portfolio
8,041
Q2 2025 Added 2.84%
$157B
$2.36 Million 1.26% of portfolio
6,101
Q2 2025 Added 53.95%
$133B
$2.31 Million 1.23% of portfolio
2,581
Q2 2025 Added 1.81%
$26.4B
$2.21 Million 1.18% of portfolio
4,729
Q2 2025 Added 2.49%
$42.1B
$2.13 Million 1.13% of portfolio
8,245
Q2 2025 New
$97B
$1.89 Million 1.01% of portfolio
6,123
Q2 2025 Added 0.61%
$26.1B
$1.88 Million 1.0% of portfolio
19,565
Q2 2025 Added 1.46%
$19.7B
$1.87 Million 1.0% of portfolio
16,367
Q2 2025 Added 2.1%
$49.5B
$1.86 Million 0.99% of portfolio
11,648
Q2 2025 Added 1.39%
$29.2B
$1.73 Million 0.92% of portfolio
33,412
Q2 2025 Added 2.29%
$113B
$1.55 Million 0.82% of portfolio
3,340
Q2 2025 Added 1.98%
$150B
$1.49 Million 0.79% of portfolio
4,987
Q2 2025 Added 0.3%
$19.3B
$1.34 Million 0.71% of portfolio
2,736
Q2 2025 Reduced 0.18%
$69.2B
$1.29 Million 0.69% of portfolio
10,788
Q2 2025 Added 1.59%
$49.2B
$1.24 Million 0.66% of portfolio
4,238
Q2 2025 Added 1.07%
$36.7B
$1.12 Million 0.59% of portfolio
9,098
Q2 2025 Added 3.14%
$141B
$1.06 Million 0.57% of portfolio
29,727
Q2 2025 Added 2.94%
$14B
$1.05 Million 0.56% of portfolio
2,381
Q2 2025 Reduced 0.21%
$21.8B
$851,000 0.45% of portfolio
26,780
Q2 2025 Added 1.8%
$15.9B
$829,000 0.44% of portfolio
5,039
Q2 2025 Reduced 14.29%
$14.4B
$689,000 0.37% of portfolio
6,826
Q2 2025 Reduced 0.29%
$13.8B
$628,000 0.33% of portfolio
3,849
Q2 2025 Reduced 0.03%
$14.2B
$597,000 0.32% of portfolio
1,905
Q2 2025 Reduced 0.1%
$11.7B
$586,000 0.31% of portfolio
15,246
Q2 2025 Added 0.45%
$30.2B
$541,000 0.29% of portfolio
1,013
Q2 2025 Added 0.1%
$10.4B
$553,000 0.29% of portfolio
2,381
Q2 2025 Reduced 0.04%
$15.7B
$517,000 0.28% of portfolio
4,708
Q2 2025 Reduced 0.11%
$19.9B
$491,000 0.26% of portfolio
1,316
Q2 2025 Reduced 0.08%
$14.1B
$463,000 0.25% of portfolio
1,037
Q2 2025 Reduced 0.77%
$14B
$411,000 0.22% of portfolio
2,993
Q2 2025 Reduced 0.1%
$11.9B
$349,000 0.19% of portfolio
3,890
Q2 2025 Reduced 0.46%
$11.8B
$346,000 0.18% of portfolio
1,850
Q2 2025 Added 38.89%
$17.7B
$311,000 0.17% of portfolio
4,048
Q2 2025 New
$12.3B
$278,000 0.15% of portfolio
2,216
Q2 2025 Added 2.59%
$10.2B
$277,000 0.15% of portfolio
7,462
Q2 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $187 Million
  • Prior Value $175 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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