Linscomb Wealth, Inc.

CIK 0001313294 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Linscomb Wealth, Inc. reported 311 positions worth $2.31B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VEA (11.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.31B
2026 Q2
Positions
311
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.7%
Est. Net Flow (Q)
2026 Q2
10 / 311 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$265.7M11.51%3,728,468
2IVVISHARES TRSH$210.2M9.11%280,720
3PRFINVESCO EXCHANGE TRADED FD TSH$104.3M4.52%1,930,191
4IJHISHARES TRSH$99.6M4.32%1,292,307
5EFAISHARES TRSH$86.5M3.75%833,150
6DONWISDOMTREE TRSH$86.3M3.74%1,527,377
7VTIVANGUARD INDEX FDSSH$48.7M2.11%131,648
8EXMOCEXXON MOBIL CORPSH$47.5M2.06%347,363
9LRCXLAM RESEARCH CORPSH$42.9M1.86%99,082
10AVGOBROADCOM INCSH$40.7M1.77%107,845

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Linscomb Wealth, Inc. hold as of Q2 2026?

Linscomb Wealth, Inc. reported 311 positions worth $2.31B in its Q2 2026 13F filing. Largest positions: VEA (11.5%), IVV (9.1%), PRF (4.5%), IJH (4.3%) and EFA (3.8%).

What did Linscomb Wealth, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Linscomb Wealth, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.