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Paul Chryssikos

Lincoln National Corp

Assets Managed
$3.454B
Holdings
19
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.98%(2Q avg: -0.73%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lincoln National Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Lincoln National Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.454B in assets, with a quarterly growth rate of 0.98% and a 2-quarter average growth rate of -0.73%. The portfolio is managed by Paul Chryssikos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 7.94%
9.1%
$314.075M
719,053 shares@ $436.8 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 1.32%
8.87%
$306.115M
3.904M shares@ $78.42 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -6.38%
7.95%
$274.537M
1.399M shares@ $196.21 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.74%
7.68%
$265.182M
826,600 shares@ $320.81 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -2.1%
7.21%
$249.009M
3.316M shares@ $75.1 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 179.97%
6.87%
$237.038M
8.908M shares@ $26.62 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.11%
6.68%
$230.589M
385,890 shares@ $597.56 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 1.72%
6.56%
$226.236M
4.708M shares@ $48.05 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Increased 2.56%
5.24%
$180.698M
2.627M shares@ $68.78 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 1.09%
5.16%
$178.002M
3.791M shares@ $46.95 avg price

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