Filed: 7/24/2025ACC: 0001085146-25-004151
📋 What this filing means
LINDENWOLD ADVISORS, INC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $192.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$192.53M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$108.19M56.2%
VG TL INTL STK F$21.74M11.3%
NATIONAL MUN ETF$10.15M5.3%
MBS ETF$6.36M3.3%
DIVERSIFID CRP$6.19M3.2%
INV GRD CRP BD$5.59M2.9%
CAP STK CL A$5.14M2.7%
Portfolio Concentration
Top 3$40.82M21.2%
4–10$41.59M21.6%
11–25$46.02M23.9%
Rest$64.09M33.3%
Top 3 weight
21.2%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
1.70M
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)
Sole107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:
VANGUARD STAR FDS
SOLEShares314.71K
TypeSH
Market value$21.74M
11.29%
Sole
314.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.16K
TypeSH
Market value$10.15M
5.27%
Sole
97.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.95K
TypeSH
Market value$8.93M
4.64%
Sole
17.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.96K
TypeSH
Market value$7.99M
4.15%
Sole
38.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares67.78K
TypeSH
Market value$6.36M
3.31%
Sole
67.78K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares131.45K
TypeSH
Market value$6.19M
3.21%
Sole
131.45K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares35.92K
TypeSH
Market value$5.67M
2.95%
Sole
35.92K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares57.42K
TypeSH
Market value$5.59M
2.90%
Sole
57.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.16K
TypeSH
Market value$5.14M
2.67%
Sole
29.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.67K
TypeSH
Market value$4.64M
2.41%
Sole
43.67K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares47.85K
TypeSH
Market value$4.36M
2.26%
Sole
47.85K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.96K
TypeSH
Market value$4.16M
2.16%
Sole
18.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.95K
TypeSH
Market value$3.65M
1.90%
Sole
4.95K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.05K
TypeSH
Market value$3.57M
1.85%
Sole
10.05K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.81K
TypeSH
Market value$3.42M
1.78%
Sole
11.81K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares14.93K
TypeSH
Market value$3.26M
1.70%
Sole
14.93K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares12.22K
TypeSH
Market value$3.26M
1.69%
Sole
12.22K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares12.52K
TypeSH
Market value$2.88M
1.50%
Sole
12.52K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.49K
TypeSH
Market value$2.87M
1.49%
Sole
15.49K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares8.69K
TypeSH
Market value$2.71M
1.41%
Sole
8.69K
Shared
0.00
None
0.00
SNAP ON INC
SOLEShares8.04K
TypeSH
Market value$2.50M
1.30%
Sole
8.04K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares15.27K
TypeSH
Market value$2.43M
1.26%
Sole
15.27K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares6.10K
TypeSH
Market value$2.36M
1.23%
Sole
6.10K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.58K
TypeSH
Market value$2.31M
1.20%
Sole
2.58K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares7.73K
TypeSH
Market value$2.26M
1.17%
Sole
7.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 314.71K | SH | $21.74M 11.29% | 314.71K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 97.16K | SH | $10.15M 5.27% | 97.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.95K | SH | $8.93M 4.64% | 17.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.96K | SH | $7.99M 4.15% | 38.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 67.78K | SH | $6.36M 3.31% | 67.78K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 131.45K | SH | $6.19M 3.21% | 131.45K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.92K | SH | $5.67M 2.95% | 35.92K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 57.42K | SH | $5.59M 2.90% | 57.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.16K | SH | $5.14M 2.67% | 29.16K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 43.67K | SH | $4.64M 2.41% | 43.67K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 47.85K | SH | $4.36M 2.26% | 47.85K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.96K | SH | $4.16M 2.16% | 18.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.95K | SH | $3.65M 1.90% | 4.95K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.05K | SH | $3.57M 1.85% | 10.05K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.81K | SH | $3.42M 1.78% | 11.81K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 14.93K | SH | $3.26M 1.70% | 14.93K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 12.22K | SH | $3.26M 1.69% | 12.22K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.52K | SH | $2.88M 1.50% | 12.52K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.49K | SH | $2.87M 1.49% | 15.49K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 8.69K | SH | $2.71M 1.41% | 8.69K | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 8.04K | SH | $2.50M 1.30% | 8.04K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.27K | SH | $2.43M 1.26% | 15.27K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 6.10K | SH | $2.36M 1.23% | 6.10K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.58K | SH | $2.31M 1.20% | 2.58K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 7.73K | SH | $2.26M 1.17% | 7.73K | 0.00 | 0.00 |
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