§ 13F · FUND PROFILE
Linscomb Wealth, Inc..
AUM · $2.3B (13F)Positions · 311Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 3.73M | $266M | 11.5% | −4% |
| 2 | IVV | ISHARES TR | 281K | $210M | 9.1% | −2% |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | 1.93M | $104M | 4.5% | −2% |
| 4 | IJH | ISHARES TR | 1.29M | $100M | 4.3% | −5% |
| 5 | EFA | ISHARES TR | 833K | $87M | 3.8% | −5% |
| 6 | DON | WISDOMTREE TR | 1.53M | $86M | 3.7% | −3% |
| 7 | VTI | VANGUARD INDEX FDS | 132K | $49M | 2.1% | −6% |
| 8 | XOM | EXXON MOBIL CORP | 347K | $47M | 2.1% | −49% |
| 9 | LRCX | LAM RESEARCH CORP | 99K | $43M | 1.9% | −12% |
| 10 | AVGO | BROADCOM INC | 108K | $41M | 1.8% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINSCOMB SIGNAL
AC read
Linscomb Wealth, Inc. is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 311 positions.
Read the full dossier →