Lindenwold Advisors, INC - Portfolio overview

Lindenwold Advisors, INC has 107 reported holdings in this dataset, with the latest filing dated 2025-07-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VXUS - VANGUARD STAR FDS, 11.29%
2. MUB - ISHARES TR, 5.27%
3. MSFT - MICROSOFT CORP, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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