§ 13F · FUND PROFILE
Linscomb Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2175.7T (13F)Positions · 304Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 4.38M | $273.8T | 11.5% | +3% |
| 2 | IVV | ISHARES TR | 308K | $211.1T | 8.9% | −1% |
| 3 | IJH | ISHARES TR | 1.61M | $106.5T | 4.5% | +1% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 2.13M | $99.9T | 4.2% | ±0% |
| 5 | DON | WISDOMTREE TR | 1.84M | $95.2T | 4.0% | +1% |
| 6 | EFA | ISHARES TR | 978K | $93.9T | 3.9% | −1% |
| 7 | MSFT | MICROSOFT CORP | 106K | $51.1T | 2.1% | −1% |
| 8 | VTI | VANGUARD INDEX FDS | 151K | $50.7T | 2.1% | ±0% |
| 9 | AVGO | BROADCOM INC | 144K | $49.7T | 2.1% | −3% |
| 10 | XOM | EXXON MOBIL CORP | 399K | $48.1T | 2.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINSCOMB SIGNAL
AC read
Linscomb Wealth, Inc. is a Other fund managing $2175691.6 trillion in assets. The fund runs a broad portfolio of 304 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed