Lindenwold Advisors 13F Holdings

CIK 02821997 · READING, PA

As of Jun 30, 2025, Lindenwold Advisors reported 107 positions worth 92.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—314,710$21.7M11.29%
ISHARES NATIONAL MUNI BOND ETFMUB—97,160 0.2M5.27%
MICROSOFT CORPMSFTTechnology17,953$8.9M4.64%
APPLE INCAAPLTechnology38,958$8.0M4.15%
ISHARES MBS ETFMBB—67,783$6.4M3.31%
AMERICAN CENTY ETF TR——131,447$6.2M3.21%
NVIDIA CORPNVDATechnology35,918$5.7M2.95%
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP—57,420$5.6M2.90%
ALPHABET INCGOOGLEquity29,156$5.1M2.67%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—43,667$4.6M2.41%
AVANTIS US SMALL CAP VALUE ETFAVUV—47,846$4.4M2.26%
AMAZON.COM INCAMZNEquity18,961$4.2M2.16%
META PLATFORMS INCMETACommunication Services4,949$3.7M1.90%
VISA INC-CLASS A SHARESVFinancial Services10,054$3.6M1.85%
JPMORGAN CHASE & COJPMFinancial Services11,814$3.4M1.78%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services14,932$3.3M1.70%
PROGRESSIVE CORPPGRFinancial Services12,218$3.3M1.69%
UNION PACIFIC CORPUNPIndustrials12,523$2.9M1.50%
ABBVIE INCABBVEquity15,487$2.9M1.49%
UNITEDHEALTH GROUP INCUNHHealthcare8,691$2.7M1.41%
SNAP-ON INCSNAIndustrials8,041$2.5M1.30%
PROCTER & GAMBLE COPGConsumer Defensive15,265$2.4M1.26%
ADOBE INCADBETechnology6,101$2.4M1.23%
KLA CORPKLACTechnology2,581$2.3M1.20%
MCDONALDS CORPMCDConsumer Cyclical7,729$2.3M1.17%