StockDriftsStockDriftsTop 50 Linscomb Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.51% | 3.73M | $265.7M | -4.32%(-168.36K) | $42.62(+71.26%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.11% | 280.7K | $210.2M | -1.91%(-5.46K) | $156.72(+396.01%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 4.52% | 1.93M | $104.3M | -2.32%(-45.78K) | $28.89(+94.29%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.32% | 1.29M | $99.6M | -5.39%(-73.64K) | $22.81(+241.57%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.75% | 833.1K | $86.5M | -4.86%(-42.58K) | $58.90(+84.27%) | 2026-06-30 | |
| DON | WISDOMTREE TR | 3.74% | 1.53M | $86.3M | -3.26%(-51.43K) | $23.99(+143.13%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.11% | 131.6K | $48.7M | -6.41%(-9.01K) | $61.18(+524.44%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.06% | 347.4K | $47.5M | -48.75%(-330.48K) | $111.73(+42.97%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.86% | 99.1K | $42.9M | -12.18%(-13.75K) | $19.93(+1477.48%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.77% | 107.8K | $40.7M | -12.97%(-16.07K) | $33.89(+1140.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.60% | +58.53% | +9.60% | +58.15% |
| Top 20 Holdings Unweighted | +20.70% | +75.85% | +11.20% | +70.06% |
Linscomb Wealth, Inc. reports $2.31B in US-listed equity holdings across 311 positions in its most recent 13F filing. Its largest disclosed positions are VEA (11.5%), IVV (9.1%) and PRF (4.5%). The top 20 holdings account for 56.98% of reported assets. Its disclosed equity book has returned +58.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Linscomb Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313294). View Linscomb Wealth, Inc.’s 13F filings on SEC