Linscomb Wealth, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1313294
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13F Reported Value
ⓘ$2.3B
Holdings
311
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Linscomb Wealth, Inc. disclosed 311 positions worth $2.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 42 — including a new stake in $HONA and a full exit from $CINF. The portfolio is most concentrated in Other (49.7% of disclosed assets). All figures are sourced directly from Linscomb Wealth, Inc.’s Form 13F-HR filing with the SEC under CIK 1313294.
AI Fund Analysis
StableVANGUARD TAX-MANAGED FDS -
11.5% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
9.1% weight
Held 10 quarters
$IVZ4.5% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
4.3% weight
Held 10 quarters
ISHARES TR - MSCI EAFE ETF
3.8% weight
Held 10 quarters
FIDELITY MERRIMACK STR TR
9 quarters accumulating
VANGUARD MUN BD FDS - TAX
9 quarters accumulating
PIMCO ETF TR - ACTIVE BD E
9 quarters accumulating
JOHN HANCOCK EXCHANGE TRAD
9 quarters accumulating
$NOW9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsEnergyHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$265.7M3,728,468 shISHARES TR - CORE S&P500 ETF
—Quality
$210.2M280,720 sh- —
Quality
$104.3M1,930,191 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$99.6M1,292,307 shISHARES TR - MSCI EAFE ETF
—Quality
$86.5M833,150 sh- 59.9
Quality
$86.3M1,527,377 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$48.7M131,648 sh- 57.9
Quality
$47.5M347,363 sh - 79.4
Quality
$42.9M99,082 sh - 84.5
Quality
$40.7M107,845 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $265.7M | 3,728,468 |
| ISHARES TR - CORE S&P500 ETF | — | $210.2M | 280,720 |
| Invesco Ltd.$IVZ | — | $104.3M | 1,930,191 |
| ISHARES TR - CORE S&P MCP ETF | — | $99.6M | 1,292,307 |
| ISHARES TR - MSCI EAFE ETF | — | $86.5M | 833,150 |
 WisdomTree, Inc.$WT | 59.9 | $86.3M | 1,527,377 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $48.7M | 131,648 |
 EXXON MOBIL CORP$XOM.R34088 | 57.9 | $47.5M | 347,363 |
 LAM RESEARCH CORP$LRCX | 79.4 | $42.9M | 99,082 |
 Broadcom Inc.$AVGO | 84.5 | $40.7M | 107,845 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Linscomb Wealth, Inc.'s 311 positions.
Showing top 10 of 311 holdings.
Sector Allocation
Other
$1.1B
Financials
$400.9M
Technology
$247.0M
Industrials
$136.9M
Energy
$116.7M
Healthcare
$94.9M
Consumer Discretionary
$74.0M
Consumer Staples
$28.4M
Top Holdings — Linscomb Wealth, Inc. (Q2 2026)
Top 150 of 311 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $265.7M | 11.5% | -4% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $210.2M | 9.1% | -2% | — |
| 3 | $IVZ | Invesco Ltd. | $104.3M | 4.5% | -2% | — |
| 4 | — | ISHARES TR - CORE S&P MCP ETF | $99.6M | 4.3% | -5% | — |
| 5 | — | ISHARES TR - MSCI EAFE ETF | $86.5M | 3.8% | -5% | — |
| 6 | $WT | WisdomTree, Inc. | $86.3M | 3.7% | -3% | 59.9 |
| 7 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $48.7M | 2.1% | -6% | — |
| 8 | $XOM.R34088 | EXXON MOBIL CORP | $47.5M | 2.1% | -49% | 57.9 |
| 9 | $LRCX | LAM RESEARCH CORP | $42.9M | 1.9% | -12% | 79.4 |
| 10 | $AVGO | Broadcom Inc. | $40.7M | 1.8% | -13% | 84.5 |
| 11 | — | SPDR SERIES TRUST - ST STR SP DIV | $36.8M | 1.6% | -6% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $34.3M | 1.5% | +3% | — |
| 13 |  $AAPL | Apple Inc. | $33.1M | 1.4% | -13% | 76.4 |
| 14 | $WT | WisdomTree, Inc. | $32.9M | 1.4% | -3% | 59.9 |
| 15 |  $MSFT | MICROSOFT CORP | $31.1M | 1.4% | -6% | 79.8 |
| 16 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $24.4M | 1.1% | +39% | — |
| 17 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $23.0M | 1.0% | +15% | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $23.0M | 1.0% | -8% | 70.7 |
| 19 | — | ISHARES TR - MSCI INTL QUALTY | $22.9M | 1.0% | +3% | — |
| 20 | — | CAPITAL GROUP INTERNATIONAL - SHS | $20.2M | 0.9% | +30% | — |
| 21 |  $CMI | CUMMINS INC | $18.2M | 0.8% | -8% | 58.1 |
| 22 |  $ABBV | AbbVie Inc. | $17.8M | 0.8% | -9% | 72.6 |
| 23 |  $WSM | WILLIAMS SONOMA INC | $17.7M | 0.8% | -8% | 66.1 |
| 24 |  $AMZN | AMAZON COM INC | $16.9M | 0.7% | -7% | 68.7 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $16.7M | 0.7% | -4% | 70.3 |
| 26 |  $GOOGL | Alphabet Inc. | $15.7M | 0.7% | -12% | 78.2 |
| 27 |  $JNJ | JOHNSON & JOHNSON | $15.1M | 0.7% | -20% | 69 |
| 28 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $14.5M | 0.6% | +0% | — |
| 29 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $14.3M | 0.6% | -4% | — |
| 30 |  $C | CITIGROUP INC | $14.2M | 0.6% | -7% | 65 |
| 31 |  $RTX | RTX Corp | $13.9M | 0.6% | -6% | 73.2 |
| 32 | $WT | WisdomTree, Inc. | $13.6M | 0.6% | -8% | 59.9 |
| 33 |  $GOOG | Alphabet Inc. | $13.5M | 0.6% | -13% | 78.2 |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $13.3M | 0.6% | -4% | 67.6 |
| 35 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $12.8M | 0.6% | +2% | — |
| 36 |  $QCOM | QUALCOMM INC/DE | $12.6M | 0.6% | -8% | 70.5 |
| 37 |  $MRK | Merck & Co., Inc. | $11.9M | 0.5% | -1% | 59.9 |
| 38 | — | ISHARES TR - INTL SEL DIV ETF | $11.8M | 0.5% | -4% | — |
| 39 |  $V | VISA INC. | $10.9M | 0.5% | -11% | 82.9 |
| 40 |  $PM | Philip Morris International Inc. | $10.9M | 0.5% | -5% | 75.9 |
| 41 |  $AMGN | AMGEN INC | $10.7M | 0.5% | -6% | 79.2 |
| 42 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $10.7M | 0.5% | +63% | — |
| 43 | — | PIMCO ETF TR - ACTIVE BD ETF | $10.5M | 0.5% | +23% | — |
| 44 |  $WMB | WILLIAMS COMPANIES, INC. | $10.4M | 0.5% | -6% | 64.3 |
| 45 |  $KMI | KINDER MORGAN, INC. | $10.3M | 0.5% | -11% | 71.3 |
| 46 |  $NSC | NORFOLK SOUTHERN CORP | $10.1M | 0.4% | -4% | 63.2 |
| 47 |  $CVX | CHEVRON CORP | $10.1M | 0.4% | -9% | 62.8 |
| 48 |  $PANW | Palo Alto Networks Inc | $9.6M | 0.4% | +3% | 65.5 |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $9.6M | 0.4% | -4% | 79.8 |
| 50 |  $LMT | LOCKHEED MARTIN CORP | $9.6M | 0.4% | -5% | 65.6 |
| 51 |  $BLK | BlackRock, Inc. | $9.6M | 0.4% | -4% | 70 |
| 52 | $WT | WisdomTree, Inc. | $9.0M | 0.4% | -4% | 59.9 |
| 53 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.8M | 0.4% | -13% | 61.4 |
| 54 |  $DG | DOLLAR GENERAL CORP | $8.8M | 0.4% | -6% | 59.5 |
| 55 |  $DUK | Duke Energy CORP | $8.7M | 0.4% | -9% | 56.4 |
| 56 |  $SPY | SPDR S&P 500 ETF TRUST | $8.4M | 0.4% | -3% | — |
| 57 |  $MCD | MCDONALDS CORP | $8.3M | 0.4% | -4% | 69 |
| 58 |  $MRVL | Marvell Technology, Inc. | $8.3M | 0.4% | -16% | 76.5 |
| 59 |  $MET | METLIFE INC | $8.2M | 0.4% | -3% | 56.2 |
| 60 |  $NVDA | NVIDIA CORP | $8.1M | 0.3% | -19% | 85.9 |
| 61 |  $ABT | ABBOTT LABORATORIES | $8.1M | 0.3% | -4% | 65.5 |
| 62 | — | ISHARES TR - SELECT DIVID ETF | $8.0M | 0.3% | -5% | — |
| 63 |  $NEE | NEXTERA ENERGY INC | $7.8M | 0.3% | -2% | 64.6 |
| 64 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $7.8M | 0.3% | +11% | — |
| 65 |  $MS | MORGAN STANLEY | $7.7M | 0.3% | -6% | 75.8 |
| 66 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.5M | 0.3% | -0% | — |
| 67 | — | ISHARES TR - RUS 1000 GRW ETF | $7.5M | 0.3% | +274% | — |
| 68 |  $META | Meta Platforms, Inc. | $7.4M | 0.3% | -1% | 79.6 |
| 69 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.3M | 0.3% | -3% | 66.3 |
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | $7.3M | 0.3% | -6% | — |
| 71 |  $MA | Mastercard Inc | $7.2M | 0.3% | -11% | 85.1 |
| 72 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | $6.8M | 0.3% | -6% | — |
| 73 |  $PAGP | PLAINS GP HOLDINGS LP | $6.8M | 0.3% | -9% | 55.1 |
| 74 |  $PEP | PEPSICO INC | $6.5M | 0.3% | -4% | 63.4 |
| 75 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $6.5M | 0.3% | +108% | — |
| 76 | — | ISHARES TR - RUS 1000 VAL ETF | $6.4M | 0.3% | -7% | — |
| 77 |  $VZ | VERIZON COMMUNICATIONS INC | $6.4M | 0.3% | -5% | 65.8 |
| 78 |  $GS | GOLDMAN SACHS GROUP INC | $6.3M | 0.3% | -1% | 73.5 |
| 79 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $6.3M | 0.3% | -5% | — |
| 80 |  $TFC | TRUIST FINANCIAL CORP | $6.1M | 0.3% | -3% | 76.4 |
| 81 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.9M | 0.3% | +32% | — |
| 82 |  $CTVA | Corteva, Inc. | $5.9M | 0.3% | -0% | 47.2 |
| 83 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $5.9M | 0.3% | +2% | — |
| 84 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $5.8M | 0.3% | -2% | — |
| 85 | — | PIMCO ETF TR - MULTISECTOR BD | $5.7M | 0.3% | +277% | — |
| 86 | $WT | WisdomTree, Inc. | $5.7M | 0.3% | -4% | 59.9 |
| 87 |  $UNH | UNITEDHEALTH GROUP INC | $5.4M | 0.2% | -1% | 62.7 |
| 88 |  $ORCL | ORACLE CORP | $5.4M | 0.2% | -11% | 66.2 |
| 89 |  $APD | Air Products & Chemicals, Inc. | $5.3M | 0.2% | -2% | 46.4 |
| 90 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.2M | 0.2% | -3% | — |
| 91 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.1M | 0.2% | -3% | 66.2 |
| 92 |  $MDT | Medtronic plc | $5.1M | 0.2% | -1% | 68.7 |
| 93 |  $PFE | PFIZER INC | $5.0M | 0.2% | -2% | 62 |
| 94 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $5.0M | 0.2% | +84% | — |
| 95 |  $AWK | American Water Works Company, Inc. | $5.0M | 0.2% | +1% | 58.1 |
| 96 |  $UPS | UNITED PARCEL SERVICE INC | $4.9M | 0.2% | -4% | 58.6 |
| 97 | — | ISHARES TR - RUS 1000 ETF | $4.9M | 0.2% | -0% | — |
| 98 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.8M | 0.2% | +236% | 70 |
| 99 | — | ISHARES TR - CORE MSCI EAFE | $4.8M | 0.2% | +153% | — |
| 100 |  $LNG | Cheniere Energy, Inc. | $4.6M | 0.2% | +2% | 66.5 |
| 101 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $4.6M | 0.2% | -26% | — |
| 102 |  $SYK | STRYKER CORP | $4.5M | 0.2% | -3% | 72.1 |
| 103 | — | VANGUARD MALVERN FDS - CORE BD ETF | $4.5M | 0.2% | +803% | — |
| 104 |  $COF | CAPITAL ONE FINANCIAL CORP | $4.4M | 0.2% | -1% | 62.4 |
| 105 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $4.4M | 0.2% | -0% | — |
| 106 |  $BKNG | Booking Holdings Inc. | $4.2M | 0.2% | +2324% | 58.5 |
| 107 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.1M | 0.2% | -2% | — |
| 108 |  $GE | GENERAL ELECTRIC CO | $4.1M | 0.2% | -2% | 73.8 |
| 109 |  $UNP | UNION PACIFIC CORP | $4.1M | 0.2% | +2% | 69.7 |
| 110 | $WT | WisdomTree, Inc. | $4.1M | 0.2% | -0% | 59.9 |
| 111 |  $CCI | CROWN CASTLE INC. | $4.1M | 0.2% | +0% | 61.7 |
| 112 |  $EMR | EMERSON ELECTRIC CO | $4.1M | 0.2% | +3% | 65.3 |
| 113 |  $GD | GENERAL DYNAMICS CORP | $4.0M | 0.2% | +3% | 68.7 |
| 114 | — | ISHARES TR - RUS MID CAP ETF | $4.0M | 0.2% | +99% | — |
| 115 |  $ACN | Accenture plc | $3.8M | 0.2% | +6% | — |
| 116 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.8M | 0.2% | +1% | — |
| 117 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.7M | 0.2% | -2% | — |
| 118 |  $LH | LABCORP HOLDINGS INC. | $3.7M | 0.2% | +3% | 65 |
| 119 |  $O | REALTY INCOME CORP | $3.7M | 0.2% | +5% | 73.7 |
| 120 |  $LOW | LOWES COMPANIES INC | $3.7M | 0.2% | -0% | 60.8 |
| 121 |  $HON | HONEYWELL INTERNATIONAL INC | $3.6M | 0.2% | -51% | 65 |
| 122 |  $YUM | YUM BRANDS INC | $3.6M | 0.2% | -1% | 73.7 |
| 123 |  $HONA | Honeywell Aerospace Inc. | $3.6M | 0.1% | NEW | — |
| 124 |  $FFIV | F5, INC. | $3.5M | 0.1% | -1% | 66.9 |
| 125 | $IVZ | Invesco Ltd. | $3.5M | 0.1% | -13% | — |
| 126 |  $SCHW | SCHWAB CHARLES CORP | $3.4M | 0.1% | +2% | 79.4 |
| 127 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.3M | 0.1% | -3% | — |
| 128 |  $WAT | WATERS CORP /DE/ | $3.3M | 0.1% | +0% | 60.4 |
| 129 |  $FIS | Fidelity National Information Services, Inc. | $3.3M | 0.1% | +3% | 68.9 |
| 130 |  $CME | CME GROUP INC. | $3.3M | 0.1% | +0% | 69.5 |
| 131 |  $ECL | ECOLAB INC. | $3.1M | 0.1% | +5% | 63.3 |
| 132 |  $CI | Cigna Group | $3.0M | 0.1% | +3% | 66.2 |
| 133 |  $A | AGILENT TECHNOLOGIES, INC. | $2.9M | 0.1% | +16% | 67.1 |
| 134 | $IVZ | Invesco Ltd. | $2.8M | 0.1% | +63% | — |
| 135 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.1% | +10% | 73.8 |
| 136 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.7M | 0.1% | -38% | 62.6 |
| 137 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.7M | 0.1% | -31% | — |
| 138 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.7M | 0.1% | +294% | — |
| 139 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.6M | 0.1% | -23% | — |
| 140 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $2.5M | 0.1% | +0% | — |
| 141 | $NOW | ServiceNow, Inc. | $2.5M | 0.1% | +19% | 72.9 |
| 142 |  $STT | STATE STREET CORP | $2.5M | 0.1% | -2% | 71.5 |
| 143 |  $SUN | Sunoco LP | $2.4M | 0.1% | +0% | 63.6 |
| 144 |  $ANET | Arista Networks, Inc. | $2.3M | 0.1% | +4% | 81.9 |
| 145 |  $VEEV | VEEVA SYSTEMS INC | $2.2M | 0.1% | +8% | 77.6 |
| 146 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $2.2M | 0.1% | +290% | — |
| 147 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $2.2M | 0.1% | +76% | — |
| 148 |  $CRM | Salesforce, Inc. | $2.2M | 0.1% | +4% | 77 |
| 149 |  $KEX | KIRBY CORP | $2.1M | 0.1% | +0% | 63.8 |
| 150 | — | ISHARES INC - CORE MSCI EMKT | $2.0M | 0.1% | +90% | — |
New Positions (17)
$HONA Honeywell Aerospace Inc.$3.6M SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$525,701
$FTNT Fortinet, Inc.$361,007 SPDR SERIES TRUST - ST STR P500VAL$337,263
SPDR SERIES TRUST - ST PORT HIGH ETF$321,714
J P MORGAN EXCHANGE TRADED F - INCOME ETF$317,239
$SEZL Sezzle Inc.$315,800
$BHE BENCHMARK ELECTRONICS INC$277,559 ISHARES TR - S&P 500 GRWT ETF$235,864
$IAU ISHARES GOLD TRUST$225,775
$CPT CAMDEN PROPERTY TRUST$220,156
$FIX COMFORT SYSTEMS USA INC$218,402 ISHARES TR - CORE S&P US VLU$213,141
$PPG PPG INDUSTRIES INC$211,979
$ATI ATI INC$205,387Exited Positions (42)
$CINF CINCINNATI FINANCIAL CORP
$NKE NIKE, Inc.
$CTRA Coterra Energy Inc. DIMENSIONAL ETF TRUST
$FITB FIFTH THIRD BANCORP
$SRE SEMPRA NEOS ETF TRUST
DIMENSIONAL ETF TRUST
SCHWAB STRATEGIC TR
$VRSK Verisk Analytics, Inc.
$MOG-A MOOG INC.
$STEL Stellar Bancorp, Inc.
$CBAN COLONY BANKCORP INC
$AESI Atlas Energy Solutions Inc. FIDELITY COVINGTON TRUST
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