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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lindenwold Advisors Inc
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| CRD # | 308454 |
| SEC # | 801-118561 |
| CIK # | 0001874374 |
| AUM | $278.6 M (2025-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-396-2448 |
| Address | 505 Penn Street Suite 200 Reading, PA 19601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Apple Inc | 8.0 | ||
| Nvidia Corp | 5.7 | ||
| Alphabet Inc | 5.1 | ||
| Amazon Com Inc | 4.2 | ||
| Facebook Inc | 3.7 | ||
| VISA Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Marsh & McLennan Companies Inc | 3.3 | ||
| Progressive Corp/Oh/ | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 9.4 |
| (b) Individuals (high net worth individuals) | 74 | 208.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 52.7 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 278.6 |
| By Discretionary | ||
| Discretionary | 333 | 273.0 |
| Non-Discretionary | 3 | 5.5 |
| Total | 336 | 278.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.6 | |
| Total | 336 | 278.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001874374] |
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