StockDriftsStockDriftsTop 50 Linscomb Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.11% | 3.90M | $249.7M | -11.10%(-486.72K) | $42.62(+66.16%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.32% | 286.2K | $186.9M | -7.14%(-22.00K) | $156.72(+377.55%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 5.12% | 677.8K | $115.0M | +69.75%(+278.53K) | $111.73(+22.70%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 4.18% | 1.98M | $93.9M | -7.20%(-153.41K) | $28.89(+87.84%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.11% | 1.37M | $92.2M | -15.37%(-248.12K) | $22.81(+233.57%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.79% | 875.7K | $85.1M | -10.49%(-102.61K) | $58.90(+77.18%) | 2026-03-31 | |
| DON | WISDOMTREE TR | 3.69% | 1.58M | $83.0M | -14.41%(-265.74K) | $23.99(+136.58%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.01% | 140.7K | $45.1M | -6.95%(-10.50K) | $61.18(+502.74%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.71% | 123.9K | $38.4M | -13.77%(-19.78K) | $33.89(+963.63%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 1.67% | 256.9K | $37.5M | -7.62%(-21.20K) | $91.07(+70.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.57% |
| Top 20 Holdings Unweighted | +17.40% | +61.81% |
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