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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.03 Million 0.55% of portfolio
42,283
Q2 2025 Reduced 7.95%
$21B
$851,000 0.45% of portfolio
26,780
Q2 2025 Added 1.8%
$11.9B
$829,000 0.44% of portfolio
5,039
Q2 2025 Reduced 14.29%
$13.9B
$689,000 0.37% of portfolio
6,826
Q2 2025 Reduced 0.29%
$6.43B
$669,000 0.36% of portfolio
10,775
Q2 2025 Added 1.37%
$12.7B
$628,000 0.33% of portfolio
3,849
Q2 2025 Reduced 0.03%
$9.46B
$618,000 0.33% of portfolio
14,560
Q2 2025 Added 1.35%
$16.9B
$597,000 0.32% of portfolio
1,905
Q2 2025 Reduced 0.1%
$13B
$586,000 0.31% of portfolio
15,246
Q2 2025 Added 0.45%
$33.4B
$541,000 0.29% of portfolio
1,013
Q2 2025 Added 0.1%
$9.63B
$553,000 0.29% of portfolio
2,381
Q2 2025 Reduced 0.04%
$14.6B
$517,000 0.28% of portfolio
4,708
Q2 2025 Reduced 0.11%
$17.3B
$491,000 0.26% of portfolio
1,316
Q2 2025 Reduced 0.08%
$11.2B
$463,000 0.25% of portfolio
1,037
Q2 2025 Reduced 0.77%
$8.53B
$447,000 0.24% of portfolio
2,858
Q2 2025 New
$8.21B
$435,000 0.23% of portfolio
15,641
Q2 2025 Reduced 0.26%
$8.41B
$421,000 0.22% of portfolio
1,035
Q1 2025 Reduced 1.8%
$12.2B
$411,000 0.22% of portfolio
2,993
Q2 2025 Reduced 0.1%
$9.26B
$417,000 0.22% of portfolio
8,020
Q2 2025 Added 0.63%
$1.81B
$370,000 0.2% of portfolio
10,302
Q2 2025 Reduced 0.5%
$11.1B
$349,000 0.19% of portfolio
3,890
Q2 2025 Reduced 0.46%
$4.85B
$333,000 0.18% of portfolio
3,134
Q2 2025 Reduced 22.88%
$12B
$346,000 0.18% of portfolio
1,850
Q2 2025 Added 38.89%
$4.35B
$340,000 0.18% of portfolio
2,948
Q2 2025 Reduced 6.65%
$17.1B
$311,000 0.17% of portfolio
4,048
Q2 2025 New
$8.13B
$321,000 0.17% of portfolio
3,167
Q2 2025 Reduced 3.8%
$7.88B
$307,000 0.16% of portfolio
4,355
Q2 2025 Reduced 0.25%
$5.13B
$297,000 0.16% of portfolio
6,227
Q2 2025 Reduced 0.26%
$5.62B
$302,000 0.16% of portfolio
1,915
Q2 2025 Added 18.21%
$8.24B
$294,000 0.16% of portfolio
5,367
Q2 2025 Reduced 4.33%
$4.6B
$308,000 0.16% of portfolio
8,565
Q2 2025 Reduced 0.37%
$4.5B
$287,000 0.15% of portfolio
5,306
Q2 2025 New
$8.11B
$279,000 0.15% of portfolio
1,600
Q2 2025 Reduced 2.44%
$5.16B
$285,000 0.15% of portfolio
8,796
Q2 2025 Reduced 0.34%
$13.6B
$278,000 0.15% of portfolio
2,216
Q2 2025 Added 2.59%
$10.9B
$277,000 0.15% of portfolio
7,462
Q2 2025 Reduced 0.45%
$5.59B
$284,000 0.15% of portfolio
1,481
Q2 2025 Reduced 2.31%
$0
$258,000 0.14% of portfolio
5,252
Q2 2025 Added 14.77%
$6.33B
$259,000 0.14% of portfolio
11,780
Q2 2025 Reduced 0.47%
$4.74B
$242,000 0.13% of portfolio
2,592
Q2 2025 Reduced 3.32%
$3.53B
$237,000 0.13% of portfolio
3,176
Q2 2025 Reduced 4.65%
$3.7B
$222,000 0.12% of portfolio
2,294
Q2 2025 Added 0.04%
$6.85B
$229,000 0.12% of portfolio
9,390
Q2 2025 New
$4.29B
$217,000 0.12% of portfolio
9,655
Q2 2025 Reduced 0.08%
$4.84B
$220,000 0.12% of portfolio
1,388
Q2 2025 Reduced 2.8%
$3.89B
$217,000 0.12% of portfolio
2,653
Q2 2025 Added 3.92%
$7.59B
$207,000 0.11% of portfolio
1,333
Q2 2025 Reduced 2.2%
$7.43B
$207,000 0.11% of portfolio
1,950
Q2 2025 New
$3.99B
$201,000 0.11% of portfolio
1,482
Q2 2025 Reduced 2.31%

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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