Filed: 12/16/2025ACC: 0001874374-25-000002
📋 What this filing means
LINDENWOLD ADVISORS, INC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $211.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$211.63M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$112.47M53.1%
VG TL INTL STK F$24.58M11.6%
NATIONAL MUN ETF$11.24M5.3%
CL A$7.33M3.5%
CAP STK CL A$7.08M3.3%
MBS ETF$6.74M3.2%
DIVERSIFID CRP$6.56M3.1%
Portfolio Concentration
Top 3$44.73M21.1%
4–10$47.34M22.4%
11–25$47.51M22.5%
Rest$72.05M34.0%
Top 3 weight
21.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.84M
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)
Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:
VANGUARD STAR FDS
SOLEShares334.56K
TypeSH
Market value$24.58M
11.61%
Sole
334.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.54K
TypeSH
Market value$11.24M
5.31%
Sole
105.54K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares47.77K
TypeSH
Market value$8.91M
4.21%
Sole
47.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.71K
TypeSH
Market value$8.14M
3.85%
Sole
15.71K
Shared
0.00
None
0.00
APPLE INC
SOLEShares31.02K
TypeSH
Market value$7.90M
3.73%
Sole
31.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares29.12K
TypeSH
Market value$7.08M
3.35%
Sole
29.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares70.87K
TypeSH
Market value$6.74M
3.19%
Sole
70.87K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares137.71K
TypeSH
Market value$6.56M
3.10%
Sole
137.71K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares60.13K
TypeSH
Market value$5.93M
2.80%
Sole
60.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.82K
TypeSH
Market value$5.00M
2.36%
Sole
46.82K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares48.62K
TypeSH
Market value$4.84M
2.29%
Sole
48.62K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.90K
TypeSH
Market value$4.15M
1.96%
Sole
18.90K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.88K
TypeSH
Market value$3.75M
1.77%
Sole
11.88K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.98K
TypeSH
Market value$3.66M
1.73%
Sole
4.98K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.63K
TypeSH
Market value$3.62M
1.71%
Sole
15.63K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.05K
TypeSH
Market value$3.43M
1.62%
Sole
10.05K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares12.33K
TypeSH
Market value$3.04M
1.44%
Sole
12.33K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares14.99K
TypeSH
Market value$3.02M
1.43%
Sole
14.99K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares12.62K
TypeSH
Market value$2.98M
1.41%
Sole
12.62K
Shared
0.00
None
0.00
SNAP ON INC
SOLEShares8.04K
TypeSH
Market value$2.78M
1.32%
Sole
8.04K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares4.77K
TypeSH
Market value$2.61M
1.23%
Sole
4.77K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares16.74K
TypeSH
Market value$2.45M
1.16%
Sole
16.74K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares18.20K
TypeSH
Market value$2.44M
1.15%
Sole
18.20K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares7.80K
TypeSH
Market value$2.37M
1.12%
Sole
7.80K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares15.41K
TypeSH
Market value$2.37M
1.12%
Sole
15.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 334.56K | SH | $24.58M 11.61% | 334.56K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 105.54K | SH | $11.24M 5.31% | 105.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.77K | SH | $8.91M 4.21% | 47.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.71K | SH | $8.14M 3.85% | 15.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 31.02K | SH | $7.90M 3.73% | 31.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.12K | SH | $7.08M 3.35% | 29.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 70.87K | SH | $6.74M 3.19% | 70.87K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 137.71K | SH | $6.56M 3.10% | 137.71K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 60.13K | SH | $5.93M 2.80% | 60.13K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 46.82K | SH | $5.00M 2.36% | 46.82K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 48.62K | SH | $4.84M 2.29% | 48.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.90K | SH | $4.15M 1.96% | 18.90K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.88K | SH | $3.75M 1.77% | 11.88K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.98K | SH | $3.66M 1.73% | 4.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.63K | SH | $3.62M 1.71% | 15.63K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.05K | SH | $3.43M 1.62% | 10.05K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 12.33K | SH | $3.04M 1.44% | 12.33K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 14.99K | SH | $3.02M 1.43% | 14.99K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.62K | SH | $2.98M 1.41% | 12.62K | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 8.04K | SH | $2.78M 1.32% | 8.04K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 4.77K | SH | $2.61M 1.23% | 4.77K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 16.74K | SH | $2.45M 1.16% | 16.74K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 18.20K | SH | $2.44M 1.15% | 18.20K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 7.80K | SH | $2.37M 1.12% | 7.80K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.41K | SH | $2.37M 1.12% | 15.41K | 0.00 | 0.00 |
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