LNCAX Mutual Fund

LNCAX Mutual Fund

NAV$11.35
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Showing top 13 of 13 holdings · as of Mar 31, 2026
LNCAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtPimco Active Bond Etf
21.93%		21.9%22,349$2.06M--
2
BIV
Vanguard Intermediate-Term B
18.00%		39.9%21,939$1.69M--
3
TOTL
Spdr Doubleline Tr Tact E
14.94%		54.9%35,354$1.40M--
4DebtInvesco Total Return Bond ETF
12.95%		67.8%26,002$1.22M--
5
SCHV
Schwab Us Large-cap Value ETFFinancials · Capital Markets
8.93%		76.8%27,542$840.0KFinancialsCapital Markets
6
SCHG
Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets
5.70%		82.5%18,404$536.1KFinancialsCapital Markets
7
HELO
JPMorgan Hedged Equity Laddered Overlay Etf
4.01%		86.5%5,904$377.3K--
8
FIENX
Fidelity Covington Trustfidelity Enhanced International Etf
3.04%		89.5%7,686$285.9K--
9
FGXXX
First American Government Obligations FundFinancials · Capital Markets
2.21%		91.7%-$207.7KFinancialsCapital Markets
10
AVUV
Avantis US S/C
2.11%		93.8%1,800$198.8K--
11
XSMO
Invesco S&P SmallCap Momentum ETF
2.11%		95.9%2,608$198.3K--
12
WTV
Wisdomtree Emg Mkt Eq Incm Etf Fund
2.08%		98.0%2,063$195.4K--
13
IWP
Ishares Russell Mid-cap Growth ETFFinancials · Capital Markets
1.95%		100.0%1,431$183.3KFinancialsCapital Markets
Not reported for this fund: share changes.

LNCAX Mutual Fund All Holdings

LNCAX holdings total 13 positions. The top 10 holdings account for 93.8% of the fund, led by Pimco Active Bond Etf at 21.9%, Vanguard Intermediate-Term B at 18.0%, Spdr Doubleline Tr Tact E at 14.9%.

LNCAX portfolio concentration is relatively high, with the top 10 representing 93.8% of total assets. The largest sector exposure is Financials at 18.8%.

LNCAX sectors provide a detailed breakdown. LNCAX overlap shows how holdings compare to other funds in your portfolio.