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LINCOLN NATIONAL CORP | Tormere

LINCOLN NATIONAL CORP

Est. AUM

$3.45B

13F long equity only

Positions

19

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$314.1M	719,053	9.09%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$306.1M	3,904,033	8.86%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$274.5M	1,399,269	7.95%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$265.2M	826,600	7.68%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$249.0M	3,315,704	7.21%	SOLE
6	SCHWAB STRATEGIC TR	US TIPS ETF	$237.0M	8,907,849	6.86%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$230.6M	385,890	6.68%	SOLE
8	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$226.2M	4,708,344	6.55%	SOLE
9	VANGUARD BD INDEX FDS	LONG TERM BOND	$180.7M	2,627,194	5.23%	SOLE
10	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$178.0M	3,791,318	5.15%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$170.0M	2,653,608	4.92%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$168.7M	2,185,893	4.88%	SOLE
13	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$133.0M	462,641	3.85%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$114.2M	1,636,819	3.31%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$111.7M	1,449,059	3.24%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$110.0M	1,333,959	3.18%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$75.6M	773,843	2.19%	SOLE
18	VANGUARD INDEX FDS	SMALL CP ETF	$74.5M	284,318	2.16%	SOLE
19	VANGUARD INDEX FDS	EXTEND MKT ETF	$34.7M	168,810	1.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.