Linscomb Wealth, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001313294 · Houston, TX

As of Sep 30, 2025, Linscomb Wealth, Inc. reported 307 positions worth $2.3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TAX-MANAGED FUNDS	VEA	—	4,263,330	$255.5M	11.21%
ISHARES CORE S&P 500 ETF	IVV	—	310,380	$207.7M	9.12%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,590,268	03.8M	4.55%
INVESCO RAFI US 1000 ETF	PRF	—	2,124,133	$96.0M	4.21%
WISDOMTREE US MIDCAP DIVIDEND FUND	DON	—	1,828,781	$95.6M	4.20%
ISHARES MSCI EAFE ETF	EFA	—	992,441	$92.7M	4.07%
MICROSOFT CORP	MSFT	Technology	107,011	$55.4M	2.43%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	151,716	$49.8M	2.18%
BROADCOM INC	AVGO	Technology	148,337	$48.9M	2.15%
EXXON MOBIL CORP	XOM	Energy	375,519	$42.3M	1.86%
APPLE INC	AAPL	Technology	160,442	$40.9M	1.79%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF	SDY	—	278,363	$39.0M	1.71%
WISDOMTREE US HIGH DIVIDEND FUND	DHS	—	337,657	$34.0M	1.49%
JPMORGAN CHASE & CO	JPM	Financial Services	97,039	$30.6M	1.34%
LAM RESEARCH CORP	LRCX	Technology	165,656	$22.2M	0.97%
WILLIAMS SONOMA INC	WSM	Consumer Cyclical	108,453	$21.2M	0.93%
ABBVIE INC	ABBV	Equity	88,710	$20.5M	0.90%
AMAZON.COM INC	AMZN	Equity	87,812	9.3M	0.85%
RTX CORP	RTX	Equity	104,729	7.5M	0.77%
CUMMINS INC	CMI	Industrials	38,466	6.2M	0.71%
BLACKROCK INC	BLK	Financial Services	13,755	6.0M	0.70%
BANK OF AMERICA CORP	BAC	Financial Services	310,151	6.0M	0.70%
AMERICAN CENTY ETF TR	—	—	232,249	5.7M	0.69%
QUALCOMM INC	QCOM	Technology	87,767	4.6M	0.64%
ABBOTT LABORATORIES	ABT	Healthcare	107,211	4.4M	0.63%