Filed: 5/8/2025ACC: 0001085146-25-002830
📋 What this filing means
LINDENWOLD ADVISORS, INC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $179.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$179.59M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
COM$104.23M58.0%
VG TL INTL STK F$18.93M10.5%
NATIONAL MUN ETF$9.92M5.5%
MBS ETF$5.68M3.2%
DIVERSIFID CRP$5.45M3.0%
INV GRD CRP BD$4.93M2.7%
CL A$4.81M2.7%
Portfolio Concentration
Top 3$37.34M20.8%
4–10$36.20M20.2%
11–25$46.12M25.7%
Rest$59.93M33.4%
Top 3 weight
20.8%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
1.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings108
Rows:
VANGUARD STAR FDS
SOLEShares304.89K
TypeSH
Market value$18.93M
10.54%
Sole
304.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares94.13K
TypeSH
Market value$9.92M
5.53%
Sole
94.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.19K
TypeSH
Market value$8.48M
4.72%
Sole
38.19K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.62K
TypeSH
Market value$6.61M
3.68%
Sole
17.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.55K
TypeSH
Market value$5.68M
3.16%
Sole
60.55K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares116.56K
TypeSH
Market value$5.45M
3.03%
Sole
116.56K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares50.98K
TypeSH
Market value$4.93M
2.75%
Sole
50.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.49K
TypeSH
Market value$4.70M
2.62%
Sole
44.49K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares8.45K
TypeSH
Market value$4.43M
2.46%
Sole
8.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares28.48K
TypeSH
Market value$4.40M
2.45%
Sole
28.48K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares48.21K
TypeSH
Market value$4.20M
2.34%
Sole
48.21K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares35.63K
TypeSH
Market value$3.86M
2.15%
Sole
35.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.63K
TypeSH
Market value$3.54M
1.97%
Sole
18.63K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares14.42K
TypeSH
Market value$3.52M
1.96%
Sole
14.42K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares11.93K
TypeSH
Market value$3.37M
1.88%
Sole
11.93K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.58K
TypeSH
Market value$3.36M
1.87%
Sole
9.58K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.10K
TypeSH
Market value$3.16M
1.76%
Sole
15.10K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares12.27K
TypeSH
Market value$2.90M
1.61%
Sole
12.27K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.53K
TypeSH
Market value$2.83M
1.57%
Sole
11.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.88K
TypeSH
Market value$2.81M
1.57%
Sole
4.88K
Shared
0.00
None
0.00
SNAP ON INC
SOLEShares7.82K
TypeSH
Market value$2.64M
1.47%
Sole
7.82K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares14.89K
TypeSH
Market value$2.54M
1.41%
Sole
14.89K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares15.06K
TypeSH
Market value$2.52M
1.40%
Sole
15.06K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares2.66K
TypeSH
Market value$2.52M
1.40%
Sole
2.66K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares7.53K
TypeSH
Market value$2.35M
1.31%
Sole
7.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 304.89K | SH | $18.93M 10.54% | 304.89K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 94.13K | SH | $9.92M 5.53% | 94.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.19K | SH | $8.48M 4.72% | 38.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.62K | SH | $6.61M 3.68% | 17.62K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 60.55K | SH | $5.68M 3.16% | 60.55K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 116.56K | SH | $5.45M 3.03% | 116.56K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 50.98K | SH | $4.93M 2.75% | 50.98K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 44.49K | SH | $4.70M 2.62% | 44.49K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 8.45K | SH | $4.43M 2.46% | 8.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.48K | SH | $4.40M 2.45% | 28.48K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 48.21K | SH | $4.20M 2.34% | 48.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.63K | SH | $3.86M 2.15% | 35.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.63K | SH | $3.54M 1.97% | 18.63K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 14.42K | SH | $3.52M 1.96% | 14.42K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 11.93K | SH | $3.37M 1.88% | 11.93K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.58K | SH | $3.36M 1.87% | 9.58K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.10K | SH | $3.16M 1.76% | 15.10K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.27K | SH | $2.90M 1.61% | 12.27K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.53K | SH | $2.83M 1.57% | 11.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.88K | SH | $2.81M 1.57% | 4.88K | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 7.82K | SH | $2.64M 1.47% | 7.82K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 14.89K | SH | $2.54M 1.41% | 14.89K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 15.06K | SH | $2.52M 1.40% | 15.06K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 2.66K | SH | $2.52M 1.40% | 2.66K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 7.53K | SH | $2.35M 1.31% | 7.53K | 0.00 | 0.00 |
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