Institutions / Linscomb Wealth, Inc.
Linscomb Wealth, Inc.
CIK 1313294 · Institution · as of Mar 31, 2026
Portfolio value
$2.25B
Positions
335
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.25B-5.7%Positions
335+9.8%Top holdings
Mar 31, 2026View all 335 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $249.71M | 11.1% |
| iShares Tr | $186.94M | 8.3% |
| Exxon Mobil Corp | $115.00M | 5.1% |
| Invesco Exchange Traded Fd T | $93.92M | 4.2% |
| iShares Tr | $92.24M | 4.1% |
| iShares Tr | $85.06M | 3.8% |
| WisdomTree Tr | $82.95M | 3.7% |
| Vanguard Index Fds | $45.12M | 2.0% |
| Broadcom Inc. | $38.35M | 1.7% |
| SPDR Series Trust | $37.49M | 1.7% |
| Apple Inc. | $33.21M | 1.5% |
| Microsoft Corp | $32.69M | 1.5% |
| WisdomTree Tr | $32.53M | 1.4% |
| Dimensional ETF Trust | $29.93M | 1.3% |
| Lam Research Corp | $24.11M | 1.1% |
| JPMorgan Chase & Co | $22.52M | 1.0% |
| iShares Tr | $20.72M | 0.9% |
| American Centy ETF Tr | $19.29M | 0.9% |
| Johnson & Johnson | $18.14M | 0.8% |
| Fidelity Merrimack Str Tr | $17.57M | 0.8% |
| AbbVie Inc. | $16.89M | 0.8% |
| Amazon.com Inc | $15.85M | 0.7% |
| RTX Corp | $15.06M | 0.7% |
| Cummins Inc | $15.04M | 0.7% |
| Williams Sonoma Inc | $15.03M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $47.26M | +279K +69.75% | 677,838 5.12% of portfolio | medium |
| Q1 2026 as of | Trim | 921943858 Common stock | $-31.19M | -487K -11.10% | 3,896,828 11.11% of portfolio | medium |
| Q1 2026 as of | Trim | 464287507 Common stock | $-16.76M | -248K -15.37% | 1,365,948 4.11% of portfolio | medium |
| Q1 2026 as of | Add | 25434V666 Common stock | $16.35M | +458K +120.40% | 838,061 1.33% of portfolio | medium |
| Q1 2026 as of | Trim | 464287200 Common stock | $-14.37M | -22K -7.14% | 286,184 8.32% of portfolio | medium |
| Q1 2026 as of | New | 14021M107 Common stock | $14.36M | +425K | 424,704 0.64% of portfolio | medium |
| Q1 2026 as of | Trim | 97717W505 Common stock | $-13.96M | -266K -14.41% | 1,578,807 3.69% of portfolio | medium |
| Q1 2026 as of | Add | 46434V456 Common stock | $12.83M | +277K +162.61% | 448,093 0.92% of portfolio | medium |
| Q1 2026 as of | Trim | 464287465 Common stock | $-9.97M | -103K -10.49% | 875,729 3.79% of portfolio | medium |
| Q1 2026 as of | Trim | Lam Research Corp Common stock | $-9.59M | -45K -28.45% | 112,828 1.07% of portfolio | medium |