Lindenwold Advisors, INC

READING, PA · CIK 1874374 · 13F filing filed 2025-12-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyReading, PA

$211.6m reported value +9.9% vs Q2 2025

110positions

43.5%in top 10

13 new 70 added 26 reduced 10 sold out vs Q2 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Conestoga Capital Advisors, LLC – files its own report too

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	334,556	$24.6m11.61%	11.61%	Added +19.8k	+19,846 6.3%
2	ISHARES TR NATIONAL MUN ETF MUB	MUB	105,536	$11.2m5.31%	5.31%	Added +8.4k	+8,376 8.6%
3	NVIDIA CORPORATION COM NVDA	NVDA	47,775	$8.9m4.21%	4.21%	Added +11.9k	+11,857 33.0%
4	MICROSOFT CORP COM MSFT	MSFT	15,711	$8.1m3.85%	3.85%	Reduced -2.2k	-2,242 -12.5%
5	APPLE INC COM AAPL	AAPL	31,023	$7.9m3.73%	3.73%	Reduced -7.9k	-7,935 -20.4%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	29,121	$7.1m3.35%	3.35%	Reduced -35	-35 -0.1%
7	ISHARES TR MBS ETF MBB	MBB	70,870	$6.7m3.19%	3.19%	Added +3.1k	+3,087 4.5%
8	AMERICAN CENTY ETF TR DIVERSIFID CRP KORP	KORP	137,714	$6.6m3.10%	3.10%	Added +6.3k	+6,267 4.8%
9	PIMCO ETF TR INV GRD CRP BD CORP	CORP	60,131	$5.9m2.80%	2.80%	Added +2.7k	+2,711 4.7%
10	ISHARES TR SHRT NAT MUN ETF SUB	SUB	46,816	$5.0m2.36%	2.36%	Added +3.1k	+3,149 7.2%
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	48,623	$4.8m2.29%	2.29%	Added +777	+777 1.6%
12	AMAZON COM INC COM AMZN	AMZN	18,901	$4.2m1.96%	1.96%	Reduced -60	-60 -0.3%
13	JPMORGAN CHASE & CO COM JPM	JPM	11,881	$3.7m1.77%	1.77%	Added +67	+67 0.6%
14	META PLATFORMS INC CL A META	META	4,978	$3.7m1.73%	1.73%	Added +29	+29 0.6%
15	ABBVIE INC COM ABBV	ABBV	15,635	$3.6m1.71%	1.71%	Added +148	+148 1.0%
16	VISA INC COM CL A V	V	10,053	$3.4m1.62%	1.62%	Reduced -1	-1 -0.0%
17	PROGRESSIVE CORP COM PGR	PGR	12,329	$3.0m1.44%	1.44%	Added +111	+111 0.9%
18	MARSH & MCLENNAN COS INC COM MRSH	MRSH	14,994	$3.0m1.43%	1.43%	Added +62	+62 0.4%
19	UNION PAC CORP COM UNP	UNP	12,617	$3.0m1.41%	1.41%	Added +94	+94 0.8%
20	SNAP ON INC COM SNA	SNA	8,035	$2.8m1.32%	1.32%	Reduced -6	-6 -0.1%
21	ULTA BEAUTY INC COM ULTA	ULTA	4,774	$2.6m1.23%	1.23%	Added +45	+45 0.9%
22	ZOETIS INC CL A ZTS	ZTS	16,736	$2.4m1.16%	1.16%	New
23	LAM RESEARCH CORP COM NEW LRCX	LRCX	18,196	$2.4m1.15%	1.15%	Reduced -3.5k	-3,478 -16.1%
24	MCDONALDS CORP COM MCD	MCD	7,805	$2.4m1.12%	1.12%	Added +76	+76 1.0%
25	PROCTER AND GAMBLE CO COM PG	PG	15,406	$2.4m1.12%	1.12%	Added +141	+141 0.9%
26	ELECTRONIC ARTS INC COM EA	EA	11,723	$2.4m1.12%	1.12%	Added +75	+75 0.6%
27	HOME DEPOT INC COM HD	HD	5,729	$2.3m1.10%	1.10%	Added +54	+54 0.9%
28	RESMED INC COM RMD	RMD	8,403	$2.3m1.09%	1.09%	Added +158	+158 1.9%
29	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		70,465	$2.2m1.06%	1.06%	Added +24.0k	+24,023 51.7%
30	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	6,165	$2.2m1.02%	1.02%	Added +42	+42 0.7%
31	ADOBE INC COM ADBE	ADBE	6,113	$2.2m1.02%	1.02%	Added +12	+12 0.2%
32	BLACKROCK INC COM BLK	BLK	1,841	$2.1m1.01%	1.01%	Reduced -119	-119 -6.1%
33	KLA CORP COM NEW KLAC	KLAC	1,951	$2.1m0.99%	0.99%	Reduced -630	-630 -24.4%
34	AMEREN CORP COM AEE	AEE	19,782	$2.1m0.98%	0.98%	Added +217	+217 1.1%
35	EXPEDITORS INTL WASH INC COM EXPD	EXPD	16,505	$2.0m0.96%	0.96%	Added +138	+138 0.8%
36	T-MOBILE US INC COM TMUS	TMUS	7,975	$1.9m0.90%	0.90%	Added +94	+94 1.2%
37	PEPSICO INC COM PEP	PEP	13,115	$1.8m0.87%	0.87%	Added +111	+111 0.8%
38	UNITEDHEALTH GROUP INC COM UNH	UNH	5,250	$1.8m0.86%	0.86%	Reduced -3.4k	-3,441 -39.6%
39	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	23,075	$1.8m0.84%	0.84%	Added +15.4k	+15,450 202.6%
40	BROADCOM INC COM AVGO	AVGO	5,285	$1.7m0.82%	0.82%	New
41	LOCKHEED MARTIN CORP COM LMT	LMT	3,378	$1.7m0.80%	0.80%	Added +38	+38 1.1%
42	GENERAL MLS INC COM GIS	GIS	33,292	$1.7m0.79%	0.79%	Reduced -120	-120 -0.4%
43	CHEVRON CORP NEW COM CVX	CVX	10,120	$1.6m0.74%	0.74%	Reduced -951	-951 -8.6%
44	CISCO SYS INC COM CSCO	CSCO	22,046	$1.5m0.71%	0.71%	Added +125	+125 0.6%
45	SHERWIN WILLIAMS CO COM SHW	SHW	3,873	$1.3m0.63%	0.63%	Added +79	+79 2.1%
46	DELL TECHNOLOGIES INC CL C DELL	DELL	9,185	$1.3m0.62%	0.62%	Added +87	+87 1.0%
47	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	5,021	$1.2m0.59%	0.59%	Added +34	+34 0.7%
48	PUBLIC STORAGE COM PSA	PSA	4,275	$1.2m0.58%	0.58%	Added +37	+37 0.9%
49	EOG RES INC COM EOG	EOG	10,881	$1.2m0.58%	0.58%	Added +93	+93 0.9%
50	NETFLIX INC COM NFLX	NFLX	1,007	$1.2m0.57%	0.57%	Added +2	+2 0.2%
51	CURTISS WRIGHT CORP COM CW	CW	2,074	$1.1m0.53%	0.53%	Reduced -662	-662 -24.2%
52	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	42,243	$1.0m0.49%	0.49%	Reduced -40	-40 -0.1%
53	DEVON ENERGY CORP NEW COM DVN	DVN	27,094	$949.9k0.45%	0.45%	Added +314	+314 1.2%
54	COMCAST CORP NEW CL A CMCSA	CMCSA	29,918	$940.0k0.44%	0.44%	Added +191	+191 0.6%
55	COMMVAULT SYS INC COM CVLT	CVLT	4,688	$885.0k0.42%	0.42%	Reduced -1.9k	-1,925 -29.1%
56	WATSCO INC COM WSO	WSO	2,102	$849.8k0.40%	0.40%	Reduced -279	-279 -11.7%
57	CUBESMART COM CUBE	CUBE	20,658	$840.0k0.40%	0.40%	Added +6.1k	+6,098 41.9%
58	MEDPACE HLDGS INC COM MEDP	MEDP	1,491	$766.6k0.36%	0.36%	Reduced -414	-414 -21.7%
59	EAST WEST BANCORP INC COM EWBC	EWBC	6,890	$733.4k0.35%	0.35%	Added +64	+64 0.9%
60	ESSENTIAL UTILS INC COM WTRG	WTRG	17,405	$694.5k0.33%	0.33%	Added +9.9k	+9,943 133.2%
61	EMCOR GROUP INC COM EME	EME	1,024	$665.1k0.31%	0.31%	Added +11	+11 1.1%
62	OLD REP INTL CORP COM ORI	ORI	15,600	$662.5k0.31%	0.31%	Added +354	+354 2.3%
63	COMMERCE BANCSHARES INC COM CBSH	CBSH	11,031	$659.2k0.31%	0.31%	Added +256	+256 2.4%
64	TEXAS ROADHOUSE INC COM TXRH	TXRH	3,928	$652.6k0.31%	0.31%	Added +2.1k	+2,078 112.3%
65	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	2,404	$627.6k0.30%	0.30%	Added +23	+23 1.0%
66	HALOZYME THERAPEUTICS INC COM HALO	HALO	8,221	$602.9k0.28%	0.28%	Added +201	+201 2.5%
67	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	5,756	$562.3k0.27%	0.27%	New
68	RPM INTL INC COM RPM	RPM	4,751	$560.0k0.26%	0.26%	Added +43	+43 0.9%
69	ALPS ETF TR ALERIAN ENERGY ENFR	ENFR	16,803	$544.6k0.26%	0.26%	New
70	CIRRUS LOGIC INC COM CRUS	CRUS	4,246	$532.0k0.25%	0.25%	Added +39	+39 0.9%
71	SPROUTS FMRS MKT INC COM SFM	SFM	4,494	$488.9k0.23%	0.23%	Reduced -545	-545 -10.8%
72	MGIC INVT CORP WIS COM MTG	MTG	15,786	$447.8k0.21%	0.21%	Added +145	+145 0.9%
73	CARLISLE COS INC COM CSL	CSL	1,331	$437.8k0.21%	0.21%	Added +15	+15 1.1%
74	OWENS CORNING NEW COM OC	OC	3,022	$427.5k0.20%	0.20%	Added +29	+29 1.0%
75	EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE NUKZ	NUKZ	6,553	$426.2k0.20%	0.20%	New
76	MURPHY USA INC COM MUSA	MUSA	1,046	$406.1k0.19%	0.19%	Added +11	+11 1.1%
77	APTARGROUP INC COM ATR	ATR	2,890	$386.3k0.18%	0.18%	Added +32	+32 1.1%
78	VICTORY PORTFOLIOS II VICTORYSHS US VSMV	VSMV	6,786	$364.1k0.17%	0.17%	Added +1.5k	+1,534 29.2%
79	BELDEN INC COM BDC	BDC	2,971	$357.3k0.17%	0.17%	New
80	TOPBUILD CORP COM BLD	BLD	896	$350.2k0.17%	0.17%	New
81	TETRA TECH INC NEW DBCV 2.250% 8/1 TTEK 2.25 08.15.28	TTEK 2.25 08.15.28	10,407	$347.4k0.16%	0.16%	New
82	GENTEX CORP COM GNTX	GNTX	11,895	$336.6k0.16%	0.16%	Added +115	+115 1.0%
83	TORO CO COM TTC	TTC	4,394	$334.8k0.16%	0.16%	Added +39	+39 0.9%
84	SEI INVTS CO COM SEIC	SEIC	3,928	$333.3k0.16%	0.16%	Added +38	+38 1.0%
85	ALPS ETF TR ALERIAN MLP AMLP	AMLP	6,998	$328.4k0.16%	0.16%	New
86	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	15,434	$316.1k0.15%	0.15%	New
87	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	2,241	$314.6k0.15%	0.15%	Added +25	+25 1.1%
88	US FOODS HLDG CORP COM USFD	USFD	4,090	$313.4k0.15%	0.15%	Added +42	+42 1.0%
89	PEGASYSTEMS INC COM PEGA	PEGA	5,359	$308.1k0.15%	0.15%	Added +53	+53 1.0%
90	FACTSET RESH SYS INC COM FDS	FDS	1,046	$299.7k0.14%	0.14%	Added +9	+9 0.9%
91	FIRST FINL BANKSHARES INC COM FFIN	FFIN	8,648	$291.0k0.14%	0.14%	Added +83	+83 1.0%
92	CASELLA WASTE SYS INC CL A CWST	CWST	3,028	$287.3k0.14%	0.14%	Added +80	+80 2.7%
93	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	2,261	$287.1k0.14%	0.14%	Reduced -873	-873 -27.9%
94	MATADOR RES CO COM MTDR	MTDR	6,290	$282.6k0.13%	0.13%	Added +63	+63 1.0%
95	MURPHY OIL CORP COM MUR	MUR	9,898	$281.2k0.13%	0.13%	Added +243	+243 2.5%
96	DESCARTES SYS GROUP INC COM DSGX	DSGX	2,902	$273.5k0.13%	0.13%	Reduced -265	-265 -8.4%
97	BLOCK H & R INC COM HRB	HRB	5,402	$273.2k0.13%	0.13%	Added +35	+35 0.7%
98	RBC BEARINGS INC COM RBC	RBC	665	$259.5k0.12%	0.12%	Reduced -65	-65 -8.9%
99	ESCO TECHNOLOGIES INC COM ESE	ESE	1,214	$256.3k0.12%	0.12%	Reduced -267	-267 -18.0%
100	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	8,884	$246.6k0.12%	0.12%	Added +88	+88 1.0%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
MERCK & CO INC MRK	MRK	13,819	$1.1m13.8k shares
WILLIAMS SONOMA INC WSM	WSM	3,849	$628.8k3.8k shares
TETRA TECH INC NEW TTEK	TTEK	10,302	$370.5k10.3k shares
NOVANTA INC NOVT	NOVT	1,915	$246.9k1.9k shares
MERIT MED SYS INC MMSI	MMSI	2,592	$242.3k2.6k shares
LANTHEUS HLDGS INC LNTH	LNTH	2,653	$217.2k2.7k shares
FEDERAL SIGNAL CORP FSS	FSS	1,950	$207.5k1.9k shares
SIMPSON MFG INC SSD	SSD	1,333	$207.0k1.3k shares
SPS COMM INC SPSC	SPSC	1,482	$201.7k1.5k shares
HILLMAN SOLUTIONS CORP HLMN	HLMN	10,275	$73.4k10.3k shares