Linscomb Wealth, Inc.

Est. AUM

$2.25B

13F long equity, this entity only

Positions

337

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$249.7M	3896828	11.11%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$186.9M	286184	8.32%	SOLE
3	EXXON MOBIL CORP	COM	$115.0M	677838	5.12%	SOLE
4	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$93.9M	1975969	4.18%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$92.2M	1365948	4.10%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$85.1M	875729	3.79%	SOLE
7	WISDOMTREE TR	US MIDCAP DIVID	$83.0M	1578807	3.69%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$45.1M	140659	2.01%	SOLE
9	BROADCOM INC	COM	$38.4M	123910	1.71%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$37.5M	256908	1.67%	SOLE
11	APPLE INC	COM	$33.2M	130874	1.48%	SOLE
12	MICROSOFT CORP	COM	$32.7M	88322	1.45%	SOLE
13	WISDOMTREE TR	US HIGH DIVIDEND	$32.5M	297802	1.45%	SOLE
14	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$29.9M	838061	1.33%	SOLE
15	LAM RESEARCH CORP	COM NEW	$24.1M	112828	1.07%	SOLE
16	JPMORGAN CHASE & CO	COM	$22.5M	76567	1.00%	SOLE
17	ISHARES TR	MSCI INTL QUALTY	$20.7M	448093	0.92%	SOLE
18	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$19.3M	257812	0.86%	SOLE
19	JOHNSON & JOHNSON	COM	$18.1M	74211	0.81%	SOLE
20	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.6M	385241	0.78%	SOLE
21	ABBVIE INC	COM	$16.9M	77674	0.75%	SOLE
22	AMAZON COM INC	COM	$15.9M	76110	0.71%	SOLE
23	RTX CORPORATION	COM	$15.1M	78092	0.67%	SOLE
24	CUMMINS INC	COM	$15.0M	27956	0.67%	SOLE
25	WILLIAMS SONOMA INC	COM	$15.0M	82430	0.67%	SOLE
26	ALPHABET INC	CAP STK CL C	$14.4M	50351	0.64%	SOLE
27	CAPITAL GROUP INTERNATIONAL	SHS	$14.4M	424704	0.64%	SOLE
28	CHEVRON CORPORATION	COM	$13.8M	66784	0.61%	SOLE
29	WISDOMTREE TR	EMER MKT HIGH FD	$13.6M	273448	0.60%	SOLE
30	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$12.8M	289448	0.57%	SOLE
31	ISHARES TR	INTL SEL DIV ETF	$12.7M	299147	0.57%	SOLE
32	VANGUARD INDEX FDS	EXTEND MKT ETF	$12.5M	60702	0.56%	SOLE
33	CITIGROUP INC	COM NEW	$12.4M	109565	0.55%	SOLE
34	ALPHABET INC	CAP STK CL A	$12.4M	43129	0.55%	SOLE
35	KINDER MORGAN INC DEL	COM	$12.1M	361077	0.54%	SOLE
36	LOCKHEED MARTIN CORP	COM	$12.0M	19788	0.53%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.8M	79907	0.53%	SOLE
38	BANK AMERICA CORP	COM	$11.8M	241392	0.52%	SOLE
39	CISCO SYS INC	COM	$11.5M	148422	0.51%	SOLE
40	MERCK & CO INC	COM	$11.3M	93611	0.50%	SOLE
41	AMGEN INC	COM	$11.0M	31399	0.49%	SOLE
42	WILLIAMS COS INC	COM	$10.9M	149419	0.48%	SOLE
43	VISA INC	COM CL A	$10.8M	35855	0.48%	SOLE
44	PHILIP MORRIS INTL INC	COM	$10.4M	63171	0.46%	SOLE
45	ENTERPRISE PRODS PARTNERS L	COM	$10.4M	275809	0.46%	SOLE
46	MCDONALDS CORP	COM	$10.0M	32322	0.45%	SOLE
47	BLACKROCK INC	COM	$10.0M	10351	0.44%	SOLE
48	DUKE ENERGY CORP NEW	COM NEW	$9.9M	75532	0.44%	SOLE
49	DOLLAR GEN CORP	COM	$9.7M	81805	0.43%	SOLE
50	NORFOLK SOUTHN CORP	COM	$9.6M	33391	0.43%	SOLE

1–50 of 337

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.