Linscomb Wealth, Inc.

CIK

1313294

Location

Houston, TX

Portfolio Value

Small $890,258,362

Diversification

Diversified

Filing Date

Global Rank

#2,083 / 8,700 ▼ 727

Top Industry

Semiconductors 9.3%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

26 quarters · since Mar 2020

Portfolio Concentration

186 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

−14.3 pts

Top 5

21.9%

−25.0 pts

Top 10

32.5%

−23.9 pts

HHI

179

Diversified−462

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$246,596,399	27
Financial Services	14.1%	$125,903,327	27
Energy	13.1%	$116,682,065	26
Healthcare	11.6%	$103,676,177	19
Industrials	10.2%	$91,146,156	28
Consumer Cyclical	6.7%	$59,268,716	10
Consumer Defensive	4.3%	$37,990,093	11
Communication Services	3.3%	$29,031,631	7
Utilities	2.7%	$23,600,402	8
Unclassified	2.2%	$19,705,320	6
Basic Materials	2.2%	$19,506,019	10
Real Estate	1.9%	$17,152,057	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+22,660	23,635	$4,212,702
IBM	International Business Machines Corp	+11,952	17,016	$4,785,069
NOW	ServiceNow, Inc.	+3,943	25,076	$2,489,545
A	Agilent Technologies, Inc.	+2,957	21,905	$2,909,641
O	Realty Income Corp	+2,742	59,855	$3,708,615
FIS	Fidelity National Information Services, Inc.	+2,477	84,117	$3,270,468
ACN	Accenture plc	+1,783	30,633	$3,811,970
BDX	Becton Dickinson & Co	+1,572	12,948	$1,959,420
ICE	Intercontinental Exchange, Inc.	+1,406	14,997	$1,846,280
AON	Aon plc	+1,226	2,138	$709,153
VEEV	Veeva Systems Inc	+975	12,579	$2,232,395
EMR	Emerson Electric Co	+947	28,302	$4,051,431
UBER	Uber Technologies, Inc	+917	21,449	$1,547,759
PANW	Palo Alto Networks Inc	+841	28,267	$9,639,612
POWL	Powell Industries Inc	+746	1,119	$320,436
SCHW	Schwab Charles Corp	+727	36,567	$3,374,037
CRM	Salesforce, Inc.	+601	14,132	$2,213,919
SPGI	S&P Global Inc.	+532	3,392	$1,381,425
ANET	Arista Networks, Inc.	+522	13,455	$2,285,735
ECL	Ecolab Inc.	+495	11,138	$3,103,158
BRK-B	Berkshire Hathaway Inc	+477	5,496	$2,750,143
LNG	Cheniere Energy, Inc.	+367	19,225	$4,594,967
CI	Cigna Group	+352	10,730	$2,958,046
LH	Labcorp Holdings Inc.	+347	13,246	$3,708,880
GD	General Dynamics Corp	+339	11,318	$4,009,288
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−330,775	347,363	$47,491,469
KIM	Kimco Realty Corp	−131,292	29,435	$746,177
ET	Energy Transfer LP	−73,954	80,734	$1,543,634
GOOGL	Alphabet Inc.	−55,821	37,659	$13,458,196
KO	Coca Cola Co	−47,375	21,081	$1,713,252
HBAN	Huntington Bancshares Inc /Md/	−45,272	97,788	$1,733,781
KMI	Kinder Morgan, Inc.	−39,115	321,962	$10,293,125
EPD	Enterprise Products Partners L.P.	−35,604	240,205	$8,829,935
OXY	Occidental Petroleum Corp /De/	−35,124	56,466	$2,742,553
PAGP	Plains Gp Holdings LP	−26,218	279,677	$6,787,760
HON	Honeywell International Inc	−17,258	16,266	$3,641,957
AAPL	Apple Inc.	−16,413	114,461	$33,120,434
AVGO	Broadcom Inc.	−16,065	107,845	$40,738,448
JNJ	Johnson & Johnson	−14,743	59,468	$15,103,087
LRCX	Lam Research Corp	−13,746	99,082	$42,935,203
ENB	Enbridge Inc	−12,349	10,690	$579,504
COP	Conocophillips	−10,239	9,203	$956,743
T	At&T Inc.	−9,697	23,975	$496,282
NVDA	Nvidia Corp	−9,494	40,685	$8,140,661
WMB	Williams Companies, Inc.	−9,075	140,344	$10,433,172
BAC	Bank Of America Corp /De/	−8,643	232,749	$13,262,038
DD	DuPont de Nemours, Inc.	−8,438	3,607	$489,253
VG	Venture Global, Inc.	−8,010	14,550	$161,941
C	Citigroup Inc	−7,894	101,671	$14,229,873
WES	Western Midstream Partners, LP	−7,661	12,068	$528,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	16,126	$3,560,620
FTNT	Fortinet, Inc.	2,350	$361,007
SEZL	Sezzle Inc.	1,840	$315,799
BHE	Benchmark Electronics Inc	2,813	$277,558
IAU	Ishares Gold Trust	2,990	$225,774
CPT	Camden Property Trust	1,923	$220,164
FIX	Comfort Systems USA Inc	110	$218,014
PPG	Ppg Industries Inc	1,748	$212,014
ATI	Ati Inc	1,042	$205,378
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,606,274	$439,151,384
VEA	Vanguard FTSE Developed Markets ETF	3,896,828	$249,708,738
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	2,431,406	$146,207,259
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,043,070	$98,260,397
VB	Vanguard Morningstar Small-Cap ETF	191,810	$57,127,567
DCOR	Dimensional US Core Equity 1 ETF	1,092,421	$41,409,158
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	288,820	$40,503,038
ACSG	American Century Small Cap Growth Insights ETF	269,174	$20,291,249
VIGI	Vanguard International Dividend Appreciation ETF	142,651	$17,747,220
FAAA	Fidelity AAA CLO ETF	385,241	$17,574,694
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	241,056	$14,478,091
CGIE	Capital Group International Equity ETF	424,704	$14,363,489
TACN	T. Rowe Price Active Core International Equity ETF	289,448	$12,787,812
BNDW	Vanguard Total World Bond ETF	92,928	$12,710,742
—		60,702	$12,492,471
BILZ	PIMCO Ultra Short Government Active ETF	151,939	$10,269,785
VCRM	Vanguard Core Tax-Exempt Bond ETF	129,507	$6,461,104
BKF	iShares MSCI BIC ETF	112,777	$6,404,605
JDVI	John Hancock Disciplined Value International Select ETF	94,122	$6,317,468
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	69,714	$5,197,039
VXUS	Vanguard Total International Stock ETF	62,747	$4,838,421
FNDA	Schwab Fundamental U.S. Small Company ETF	170,071	$4,829,233
CINF	Cincinnati Financial Corp	29,159	$4,588,168
VIG	Vanguard Dividend Appreciation ETF	21,126	$4,105,266
VEU	Vanguard FTSE All-World Ex-US ETF	67,659	$3,764,897
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

186 tracked positions · $890,258,362 total · filing declares 311 positions · $2,307,577,047 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 186 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	ExxonMobil Holdings Corp Energy	Reduced	347,363	-330,775	$47,491,469	−58.7%	5.33%
LRCX	Lam Research Corp Technology	Reduced	99,082	-13,746	$42,935,203	+78.1%	4.82%
AVGO	Broadcom Inc. Technology	Reduced	107,845	-16,065	$40,738,448	+6.2%	4.58%
AAPL	Apple Inc. Technology	Reduced	114,461	-16,413	$33,120,434	−0.3%	3.72%
MSFT	Microsoft Corp Technology	Reduced	83,351	-4,971	$31,091,590	−4.9%	3.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	70,170	-6,397	$22,968,746	+2.0%	2.58%
CMI	Cummins Inc Industrials	Reduced	25,588	-2,368	$18,249,617	+21.3%	2.05%
ABBV	AbbVie Inc. Healthcare	Reduced	70,722	-6,952	$17,796,484	+5.3%	2.00%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	76,004	-6,426	$17,716,532	+17.9%	1.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	70,715	-5,395	$16,854,213	+6.3%	1.89%
CSCO	Cisco Systems, Inc. Technology	Reduced	142,012	-6,410	$16,680,729	+44.8%	1.87%
JNJ	Johnson & Johnson Healthcare	Reduced	59,468	-14,743	$15,103,087	−16.7%	1.70%
C	Citigroup Inc Financial Services	Reduced	101,671	-7,894	$14,229,873	+14.5%	1.60%
RTX	RTX Corp Industrials	Reduced	73,296	-4,796	$13,906,450	−7.7%	1.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,659	-55,821	$13,458,196	−49.9%	1.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	232,749	-8,643	$13,262,038	+12.7%	1.49%
QCOM	Qualcomm Inc/De Technology	Reduced	68,074	-5,847	$12,579,394	+32.1%	1.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	92,395	-1,216	$11,872,757	+5.4%	1.33%
V	Visa Inc. Financial Services	Reduced	31,892	-3,963	$10,941,826	+1.0%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	60,146	-3,025	$10,881,012	+4.2%	1.22%
AMGN	Amgen Inc Healthcare	Reduced	29,620	-1,779	$10,725,994	−2.9%	1.20%
WMB	Williams Companies, Inc. Energy	Reduced	140,344	-9,075	$10,433,172	−4.1%	1.17%
KMI	Kinder Morgan, Inc. Energy	Reduced	321,962	-39,115	$10,293,125	−15.0%	1.16%
NSC	Norfolk Southern Corp Industrials	Reduced	32,190	-1,201	$10,126,652	+5.7%	1.14%
CVX	Chevron Corp Energy	Reduced	60,841	-5,943	$10,085,004	−27.0%	1.13%
PANW	Palo Alto Networks Inc Technology	Added	28,267	+841	$9,639,612	+119.2%	1.08%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,558	-624	$9,618,707	+175.2%	1.08%
LMT	Lockheed Martin Corp Industrials	Reduced	18,772	-1,016	$9,563,583	−20.0%	1.07%
BLK	BlackRock, Inc. Financial Services	Reduced	9,944	-407	$9,561,752	−3.9%	1.07%
EPD	Enterprise Products Partners L.P. Energy	Reduced	240,205	-35,604	$8,829,935	−15.4%	0.99%
DG	Dollar General Corp Consumer Defensive	Reduced	76,563	-5,242	$8,813,166	−9.3%	0.99%
DUK	Duke Energy CORP Utilities	Reduced	68,815	-6,717	$8,710,602	−11.9%	0.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,264	-290	$8,411,617	+11.9%	0.94%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	30,876	-1,446	$8,346,091	−16.9%	0.94%
MRVL	Marvell Technology, Inc. Technology	Reduced	28,010	-5,363	$8,343,898	+152.4%	0.94%
MET	Metlife Inc Financial Services	Reduced	96,983	-2,742	$8,205,731	+16.4%	0.92%
NVDA	Nvidia Corp Technology	Reduced	40,685	-9,494	$8,140,661	−7.0%	0.91%
ABT	Abbott Laboratories Healthcare	Reduced	89,044	-3,651	$8,079,852	−15.1%	0.91%
NEE	Nextera Energy Inc Utilities	Reduced	89,326	-1,596	$7,840,143	−7.2%	0.88%
MS	Morgan Stanley Financial Services	Reduced	36,949	-2,172	$7,723,818	+20.0%	0.87%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	10,708	-7	$7,531,364	+14.0%	0.85%
META	Meta Platforms, Inc. Communication Services	Reduced	13,167	-99	$7,416,839	−2.3%	0.83%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	44,854	-1,390	$7,336,768	−8.1%	0.82%
MA	Mastercard Inc Financial Services	Reduced	13,966	-1,800	$7,172,937	−8.9%	0.81%
PAGP	Plains Gp Holdings LP Energy	Reduced	279,677	-26,218	$6,787,760	−8.6%	0.76%
PEP	Pepsico Inc Consumer Defensive	Reduced	48,327	-2,122	$6,543,475	−16.5%	0.74%
VZ	Verizon Communications Inc Communication Services	Reduced	150,707	-7,155	$6,380,934	−19.5%	0.72%
TFC	Truist Financial Corp Financial Services	Reduced	122,015	-4,047	$6,078,787	+4.9%	0.68%
CTVA	Corteva, Inc. Basic Materials	Reduced	69,468	-14	$5,883,244	+1.2%	0.66%
UNH	Unitedhealth Group Inc Healthcare	Reduced	13,056	-120	$5,426,465	+52.2%	0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.