Arkolith/Funds/Linscomb Wealth, Inc.

Linscomb Wealth, Inc.

CIK 1313294Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Linscomb Wealth, Inc. holds a focused book of 311 stocks worth $2.3B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 12% of the equity book.

Opened
35
bought for the first time
Added to
69
already held, bought more
Trimmed
191
sold some, still holds it
Sold out
43
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
45%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
10%
Industrials
6%
Financials
6%
Health Care
4%
Consumer Discretionary
3%
Energy
3%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Linscomb Wealth, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$571.8B
WELLS FARGO & COMPANY/MN80 / 80$165.2B
ROYAL BANK OF CANADA80 / 80$164.7B
RAYMOND JAMES FINANCIAL INC80 / 80$86.3B
ENVESTNET ASSET MANAGEMENT INC80 / 80$84.4B
LPL Financial LLC80 / 80$72.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$57.9B
JONES FINANCIAL COMPANIES LLLP80 / 80$38.5B

Ranked by the share of each fund's own book sitting in the names it shares with Linscomb Wealth, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

311 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$265.7M3.73M
11.5%
−4.3%
Reduced · −168K sh
2Ishares TR
CORE S&P500 ETF
$210.2M280.7K
9.1%
−1.9%
Reduced · −5K sh
3Invesco Exchange Traded FD T
RAFI US 1000 ETF
$104.3M1.93M
4.5%
−2.3%
Reduced · −46K sh
4Ishares TR
CORE S&P MCP ETF
$99.6M1.29M
4.3%
−5.4%
Reduced · −74K sh
5Ishares TR
MSCI EAFE ETF
$86.5M833.1K
3.8%
−4.9%
Reduced · −43K sh
6Wisdomtree TR
US MIDCAP DIVID
$86.3M1.53M
3.7%
−3.3%
Reduced · −51K sh
7Vanguard Index FDS
TOTAL STK MKT
$48.7M131.6K
2.1%
−6.4%
Reduced · −9K sh
8Exxon Mobil Corp
COM
$47.5M347.4K
2.1%
−49%
Reduced · −330K sh
9Lam Research Corp
COM NEW
$42.9M99.1K
1.9%
−12%
Reduced · −14K sh
10Broadcom Inc
COM
$40.7M107.8K
1.8%
−13%
Reduced · −16K sh
11SPDR Series Trust
ST STR SP DIV
$36.8M242.0K
1.6%
−5.8%
Reduced · −15K sh
12Dimensional ETF Trust
US LARG VALU ETF
$34.3M866.9K
1.5%
+3.4%
Added · +29K sh
13Apple Inc
COM
$33.1M114.5K
1.4%
−13%
Reduced · −16K sh
14Wisdomtree TR
US HIGH DIVIDEND
$32.9M289.1K
1.4%
−2.9%
Reduced · −9K sh
15Microsoft Corp
COM
$31.1M83.4K
1.3%
−5.6%
Reduced · −5K sh
16Fidelity Merrimack STR TR
TOTAL BD ETF
$24.4M537.1K
1.1%
+39%
Added · +152K sh
17American Centy ETF TR
INTERNATIONAL LR
$23.0M297.2K
1.0%
+15%
Added · +39K sh
18JPMorgan Chase & Co
COM
$23.0M70.2K
1.0%
−8.3%
Reduced · −6K sh
19Ishares TR
MSCI INTL QUALTY
$22.9M461.8K
1.0%
+3.1%
Added · +14K sh
20Capital Group International
SHS
$20.2M550.6K
0.9%
+30%
Added · +126K sh
21Cummins Inc
COM
$18.2M25.6K
0.8%
−8.5%
Reduced · −2K sh
22Abbvie Inc
COM
$17.8M70.7K
0.8%
−8.9%
Reduced · −7K sh
23Williams Sonoma Inc
COM
$17.7M76.0K
0.8%
−7.8%
Reduced · −6K sh
24Amazon Com Inc
COM
$16.9M70.7K
0.7%
−7.1%
Reduced · −5K sh
25Cisco Sys Inc
COM
$16.7M142.0K
0.7%
−4.3%
Reduced · −6K sh
26Alphabet Inc
CAP STK CL C
$15.7M44.4K
0.7%
−12%
Reduced · −6K sh
27Johnson & Johnson
COM
$15.1M59.5K
0.7%
−20%
Reduced · −15K sh
28T Rowe Price Exchange-Traded
PRICE BLUE CHIP
$14.5M290.0K
0.6%
+0.2%
Added · +509 sh
29Vanguard Index FDS
EXTEND MKT ETF
$14.3M58.0K
0.6%
−4.4%
Reduced · −3K sh
30Citigroup Inc
COM NEW
$14.2M101.7K
0.6%
−7.2%
Reduced · −8K sh
31RTX Corporation
COM
$13.9M73.3K
0.6%
−6.1%
Reduced · −5K sh
32Wisdomtree TR
EMER MKT HIGH FD
$13.6M252.2K
0.6%
−7.8%
Reduced · −21K sh
33Alphabet Inc
CAP STK CL A
$13.5M37.7K
0.6%
−13%
Reduced · −5K sh
34Bank Of Amer Corp
COM
$13.3M232.7K
0.6%
−3.6%
Reduced · −9K sh
35Vanguard Whitehall FDS
HIGH DIV YLD
$12.8M81.2K
0.6%
+1.6%
Added · +1K sh
36Qualcomm Inc
COM
$12.6M68.1K
0.5%
−7.9%
Reduced · −6K sh
37Merck & Co Inc
COM
$11.9M92.4K
0.5%
−1.3%
Reduced · −1K sh
38Ishares TR
INTL SEL DIV ETF
$11.8M285.7K
0.5%
−4.5%
Reduced · −13K sh
39Visa Inc
COM CL A
$10.9M31.9K
0.5%
−11%
Reduced · −4K sh
40Philip Morris Intl Inc
COM
$10.9M60.1K
0.5%
−4.8%
Reduced · −3K sh
41Amgen Inc
COM
$10.7M29.6K
0.5%
−5.7%
Reduced · −2K sh
42Vanguard Mun BD FDS
TAX EXEMPT BD
$10.7M211.6K
0.5%
+63%
Added · +82K sh
43Pimco ETF TR
ACTIVE BD ETF
$10.5M113.5K
0.5%
+23%
Added · +21K sh
44Williams Cos Inc
COM
$10.4M140.3K
0.5%
−6.1%
Reduced · −9K sh
45Kinder Morgan Inc Del
COM
$10.3M322.0K
0.4%
−11%
Reduced · −39K sh
46Norfolk Southn Corp
COM
$10.1M32.2K
0.4%
−3.6%
Reduced · −1K sh
47Chevron Corporation
COM
$10.1M60.8K
0.4%
−8.9%
Reduced · −6K sh
48Palo Alto Networks Inc
COM
$9.6M28.3K
0.4%
+3.1%
Added · +841 sh
49Advanced Micro Devices Inc
COM
$9.6M16.6K
0.4%
−3.6%
Reduced · −624 sh
50Lockheed Martin Corp
COM
$9.6M18.8K
0.4%
−5.1%
Reduced · −1K sh
Showing 50 of 311 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026311$2.3B13F-HR
Q1 2026Mar 31, 2026May 11, 2026337$2.2B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026305$2.4B13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025307$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025304$2.2B13F-HR
Q1 2025Mar 31, 2025May 12, 2025292$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025290$2.0B13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024288$2.0B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024284$1.9B13F-HR
Q1 2024Mar 31, 2024May 14, 2024285$1.9B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024272$1.8B13F-HR
Q3 2023Sep 30, 2023Oct 10, 2023266$1.7B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023271$1.9B13F-HR
Q1 2023Mar 31, 2023May 11, 2023285$1.9B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023335$2.0B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022286$1.6B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022288$1.7B13F-HR
Q1 2022Mar 31, 2022May 17, 2022347$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022340$2.1B13F-HR
Q3 2021Sep 30, 2021Nov 3, 2021336$1.9B13F-HR
Q2 2021Jun 30, 2021Aug 10, 2021335$2.0B13F-HR
Q1 2021Mar 31, 2021May 12, 2021331$1.8B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021318$1.7B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020296$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.