Linscomb Wealth
$2.2B Assets Reported
357 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 3,896,828 | $250M | 11.1% |
| IVV | ISHARES TR | 286,184 | $187M | 8.3% |
| XOM | EXXON MOBIL CORP | 678,138 | $115M | 5.1% |
| PRF | INVESCO EXCHANGE TRADED FD T | 1,975,969 | $94M | 4.2% |
| IJH | ISHARES TR | 1,365,948 | $92M | 4.1% |
| EFA | ISHARES TR | 875,729 | $85M | 3.8% |
| DON | WISDOMTREE TR | 1,578,807 | $83M | 3.7% |
| VTI | VANGUARD INDEX FDS | 140,659 | $45M | 2.0% |
| AVGO | BROADCOM INC | 123,910 | $38M | 1.7% |
| SDY | SPDR SERIES TRUST | 256,908 | $37M | 1.7% |
Track Linscomb Wealth's 13F portfolio: $2.2B in reported holdings, 357 positions. Top holdings, AUM, and quarterly changes on SentiSense.