Lindenwold Advisors, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on December 16, 2025, for the 2025 Q3 period, Lindenwold Advisors, INC held in its portfolio 110 assets valued at $211,630,124 (i.e. $211.63M).
The most valuable assets in the portfolio included: VANGUARD STAR FDS ($24.58M), ISHARES TR ($11.24M), and NVIDIA CORPORATION ($8.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lindenwold Advisors, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD STAR FDS | 334556 | 24576484 | VG TL INTL STK F |
| ISHARES TR | 105536 | 11238529 | NATIONAL MUN ETF |
| NVIDIA CORPORATION | 47775 | 8913860 | COM |
| MICROSOFT CORP | 15711 | 8137512 | COM |
| APPLE INC | 31023 | 7899386 | COM |
| ALPHABET INC | 29121 | 7079315 | CAP STK CL A |
| ISHARES TR | 70870 | 6743280 | MBS ETF |
| AMERICAN CENTY ETF TR | 137714 | 6555186 | DIVERSIFID CRP |
| PIMCO ETF TR | 60131 | 5930119 | INV GRD CRP BD |
| ISHARES TR | 46816 | 4999012 | SHRT NAT MUN ETF |
| AMERICAN CENTY ETF TR | 48623 | 4839447 | US SML CP VALU |
| AMAZON COM INC | 18901 | 4150093 | COM |
| JPMORGAN CHASE & CO. | 11881 | 3747476 | COM |
| META PLATFORMS INC | 4978 | 3655744 | CL A |
| ABBVIE INC | 15635 | 3620128 | COM |
| VISA INC | 10053 | 3431893 | COM CL A |
| PROGRESSIVE CORP | 12329 | 3044647 | COM |
| MARSH & MCLENNAN COS INC | 14994 | 3021741 | COM |
| UNION PAC CORP | 12617 | 2982280 | COM |
| SNAP ON INC | 8035 | 2784369 | COM |
| ULTA BEAUTY INC | 4774 | 2610185 | COM |
| ZOETIS INC | 16736 | 2448812 | CL A |
| LAM RESEARCH CORP | 18196 | 2436444 | COM NEW |
| MCDONALDS CORP | 7805 | 2371861 | COM |
| PROCTER AND GAMBLE CO | 15406 | 2367132 | COM |
| ELECTRONIC ARTS INC | 11723 | 2364529 | COM |
| HOME DEPOT INC | 5729 | 2321334 | COM |
| RESMED INC | 8403 | 2300153 | COM |
| DIMENSIONAL ETF TRUST | 70465 | 2243606 | US SMALL CAP VAL |
| CADENCE DESIGN SYSTEM INC | 6165 | 2165518 | COM |
| ADOBE INC | 6113 | 2156361 | COM |
| BLACKROCK INC | 1841 | 2146367 | COM |
| KLA CORP | 1951 | 2104349 | COM NEW |
| AMEREN CORP | 19782 | 2064845 | COM |
| EXPEDITORS INTL WASH INC | 16505 | 2023348 | COM |
| T-MOBILE US INC | 7975 | 1909056 | COM |
| PEPSICO INC | 13115 | 1841871 | COM |
| UNITEDHEALTH GROUP INC | 5250 | 1812825 | COM |
| VANGUARD MUN BD FDS | 23075 | 1769853 | SHORT TAX EXEMPT |
| BROADCOM INC | 5285 | 1743574 | COM |
| LOCKHEED MARTIN CORP | 3378 | 1686331 | COM |
| GENERAL MLS INC | 33292 | 1678583 | COM |
| CHEVRON CORP NEW | 10120 | 1571535 | COM |
| CISCO SYS INC | 22046 | 1508387 | COM |
| SHERWIN WILLIAMS CO | 3873 | 1341065 | COM |
| DELL TECHNOLOGIES INC | 9185 | 1302157 | CL C |
| ACCENTURE PLC IRELAND | 5021 | 1238179 | SHS CLASS A |
| PUBLIC STORAGE OPER CO | 4275 | 1234834 | COM |
| EOG RES INC | 10881 | 1219978 | COM |
| NETFLIX INC | 1007 | 1207312 | COM |
| CURTISS WRIGHT CORP | 2074 | 1126058 | COM |
| SCHWAB STRATEGIC TR | 42243 | 1030729 | SHT TM US TRES |
| DEVON ENERGY CORP NEW | 27094 | 949916 | COM |
| COMCAST CORP NEW | 29918 | 940024 | CL A |
| COMMVAULT SYS INC | 4688 | 885001 | COM |
| WATSCO INC | 2102 | 849839 | COM |
| CUBESMART | 20658 | 839954 | COM |
| MEDPACE HLDGS INC | 1491 | 766613 | COM |
| EAST WEST BANCORP INC | 6890 | 733441 | COM |
| ESSENTIAL UTILS INC | 17405 | 694459 | COM |
| EMCOR GROUP INC | 1024 | 665129 | COM |
| OLD REP INTL CORP | 15600 | 662532 | COM |
| COMMERCE BANCSHARES INC | 11031 | 659213 | COM |
| TEXAS ROADHOUSE INC | 3928 | 652637 | COM |
| APPLIED INDL TECHNOLOGIES IN | 2404 | 627564 | COM |
| HALOZYME THERAPEUTICS INC | 8221 | 602928 | COM |
| TCW ETF TRUST | 5756 | 562309 | TRANSFORM SYSTEM |
| RPM INTL INC | 4751 | 560048 | COM |
| ALPS ETF TR | 16803 | 544585 | ALERIAN ENERGY |
| CIRRUS LOGIC INC | 4246 | 531981 | COM |
| SPROUTS FMRS MKT INC | 4494 | 488947 | COM |
| MGIC INVT CORP WIS | 15786 | 447849 | COM |
| CARLISLE COS INC | 1331 | 437846 | COM |
| OWENS CORNING NEW | 3022 | 427492 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 6553 | 426207 | RANGE NUCLEAR RE |
| MURPHY USA INC | 1046 | 406120 | COM |
| APTARGROUP INC | 2890 | 386277 | COM |
| VICTORY PORTFOLIOS II | 6786 | 364132 | VICTORYSHS US |
| BELDEN INC | 2971 | 357322 | COM |
| TOPBUILD CORP | 896 | 350211 | COM |
| TETRA TECH INC NEW | 10407 | 347386 | DBCV 2.250% 8/1 |
| GENTEX CORP | 11895 | 336628 | COM |
| TORO CO | 4394 | 334823 | COM |
| SEI INVTS CO | 3928 | 333291 | COM |
| ALPS ETF TR | 6998 | 328416 | ALERIAN MLP |
| GLOBAL X FDS | 15434 | 316088 | DATA CTR & DIGIT |
| NEUROCRINE BIOSCIENCES INC | 2241 | 314592 | COM |
| US FOODS HLDG CORP | 4090 | 313376 | COM |
| PEGASYSTEMS INC | 5359 | 308143 | COM |
| FACTSET RESH SYS INC | 1046 | 299669 | COM |
| FIRST FINL BANKSHARES INC | 8648 | 291005 | COM |
| CASELLA WASTE SYS INC | 3028 | 287297 | CL A |
| CONSTRUCTION PARTNERS INC | 2261 | 287147 | COM CL A |
| MATADOR RES CO | 6290 | 282610 | COM |
| MURPHY OIL CORP | 9898 | 281202 | COM |
| DESCARTES SYS GROUP INC | 2902 | 273455 | COM |
| BLOCK H & R INC | 5402 | 273179 | COM |
| RBC BEARINGS INC | 665 | 259543 | COM |
| ESCO TECHNOLOGIES INC | 1214 | 256288 | COM |
| OPTION CARE HEALTH INC | 8884 | 246620 | COM NEW |
| ALPHA METALLURGICAL RESOUR I | 1470 | 241212 | COM |
| FIRSTSERVICE CORP NEW | 1250 | 238113 | COM |
| CHORD ENERGY CORPORATION | 2318 | 230340 | COM NEW |
| STEVANATO GROUP S P A | 8780 | 226085 | ORD SHS |
| MARZETTI COMPANY | 1298 | 224281 | COM |
| AAON INC | 2357 | 220238 | COM PAR $0.004 |
| BALCHEM CORP | 1392 | 208884 | COM |
| RBB FD INC | 4149 | 207450 | US TREAS 3 MNTH |
| EXPONENT INC | 2936 | 203993 | COM |
| CCC INTELLIGENT SOLUTIONS HL | 15425 | 140522 | COM |
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