§ 13F · FUND PROFILE
Linscomb Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.3B (13F)Positions · 307Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 3.90M | $250M | 11.1% | −11% |
| 2 | IVV | ISHARES TR | 286K | $187M | 8.3% | −7% |
| 3 | XOM | EXXON MOBIL CORP | 678K | $115M | 5.1% | +70% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 1.98M | $94M | 4.2% | −7% |
| 5 | IJH | ISHARES TR | 1.37M | $92M | 4.1% | −15% |
| 6 | EFA | ISHARES TR | 876K | $85M | 3.8% | −10% |
| 7 | DON | WISDOMTREE TR | 1.58M | $83M | 3.7% | −14% |
| 8 | VTI | VANGUARD INDEX FDS | 141K | $45M | 2.0% | −7% |
| 9 | AVGO | BROADCOM INC | 124K | $38M | 1.7% | −14% |
| 10 | SDY | SPDR SERIES TRUST | 257K | $37M | 1.7% | −8% |
§ 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 307 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed