Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Linscomb Wealth, Inc. (CIK 1313294) reported $2.25B across 331 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($249.7M, 11.11%), IVV ($186.9M, 8.32%), XOM ($115.1M, 5.12%), PRF ($93.9M, 4.18%), IJH ($92.2M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $249.7M | 11.11% | 3.9M | Trimmed |
| 2 | IVV | ISHARES TR | $186.9M | 8.32% | 286,184 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $115.1M | 5.12% | 678,138 | Added |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | $93.9M | 4.18% | 2.0M | Trimmed |
| 5 | IJH | ISHARES TR | $92.2M | 4.10% | 1.4M | Trimmed |
| 6 | EFA | ISHARES TR | $85.1M | 3.78% | 875,729 | Trimmed |
| 7 | DON | WISDOMTREE TR | $83.0M | 3.69% | 1.6M | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $45.1M | 2.01% | 140,659 | Trimmed |
| 9 | AVGO | BROADCOM INC | $38.4M | 1.71% | 123,910 | Trimmed |
| 10 | SDY | SPDR SERIES TRUST | $37.5M | 1.67% | 256,908 | Trimmed |
| 11 | AAPL | APPLE INC | $33.2M | 1.48% | 130,874 | Trimmed |
| 12 | DHS | WISDOMTREE TR | $32.5M | 1.45% | 297,802 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $32.7M | 1.45% | 88,322 | Trimmed |
| 14 | DFLV | DIMENSIONAL ETF TRUST | $29.9M | 1.33% | 838,061 | Added |
| 15 | LRCX | LAM RESEARCH CORP | $24.1M | 1.07% | 112,828 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $22.5M | 1.00% | 76,567 | Trimmed |
| 17 | IQLT | ISHARES TR | $20.7M | 0.92% | 448,093 | Added |
| 18 | AVIV | AMERICAN CENTY ETF TR | $19.3M | 0.86% | 257,812 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $18.1M | 0.81% | 74,211 | Trimmed |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $17.6M | 0.78% | 385,241 | Added |
| 21 | ABBV | ABBVIE INC | $16.9M | 0.75% | 77,674 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $15.9M | 0.71% | 76,110 | Trimmed |
| 23 | WSM | WILLIAMS SONOMA INC | $15.0M | 0.67% | 82,430 | Trimmed |
| 24 | RTX | RTX CORPORATION | $15.1M | 0.67% | 78,092 | Trimmed |
| 25 | CMI | CUMMINS INC | $15.0M | 0.67% | 27,956 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31