Linscomb Wealth, Inc. holds a focused book of 335 stocks worth $2.2B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Cap Group Intl Equity and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 11% of the equity book. They also disclosed $431K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Linscomb Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $249.7M | 3.90M | 11.1% | ▼−11% Reduced · −487K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $186.9M | 286.2K | 8.3% | ▼−7.1% Reduced · −22K sh | |
| 3 | Exxon Mobil Corp COM | $115.0M | 677.8K | 5.1% | ▲+70% Added · +279K sh | |
| 4 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $93.9M | 1.98M | 4.2% | ▼−7.2% Reduced · −153K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $92.2M | 1.37M | 4.1% | ▼−15% Reduced · −248K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $85.1M | 875.7K | 3.8% | ▼−10% Reduced · −103K sh | |
| 7 | Wisdomtree TR US MIDCAP DIVID | $83.0M | 1.58M | 3.7% | ▼−14% Reduced · −266K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $45.1M | 140.7K | 2.0% | ▼−6.9% Reduced · −11K sh | |
| 9 | Broadcom Inc COM | $38.4M | 123.9K | 1.7% | ▼−14% Reduced · −20K sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $37.5M | 256.9K | 1.7% | ▼−7.6% Reduced · −21K sh | |
| 11 | Apple Inc COM | $33.2M | 130.9K | 1.5% | ▼−17% Reduced · −27K sh | |
| 12 | Microsoft Corp COM | $32.7M | 88.3K | 1.5% | ▼−16% Reduced · −17K sh | |
| 13 | Wisdomtree TR US HIGH DIVIDEND | $32.5M | 297.8K | 1.4% | ▼−12% Reduced · −40K sh | |
| 14 | Dimensional ETF Trust US LARGE CAP VAL | $29.9M | 838.1K | 1.3% | ▲+120% Added · +458K sh | |
| 15 | Lam Research Corp COM NEW | $24.1M | 112.8K | 1.1% | ▼−28% Reduced · −45K sh | |
| 16 | JPMorgan Chase & Co COM | $22.5M | 76.6K | 1.0% | ▼−20% Reduced · −19K sh | |
| 17 | Ishares TR MSCI INTL QUALTY | $20.7M | 448.1K | 0.9% | ▲+163% Added · +277K sh | |
| 18 | American Centy ETF TR INTERNATIONAL LR | $19.3M | 257.8K | 0.9% | ▼−6.0% Reduced · −16K sh | |
| 19 | Johnson & Johnson COM | $18.1M | 74.2K | 0.8% | ▼−4.4% Reduced · −3K sh | |
| 20 | Fidelity Merrimack STR TR TOTAL BD ETF | $17.6M | 385.2K | 0.8% | ▲+14% Added · +49K sh | |
| 21 | Abbvie Inc COM | $16.9M | 77.7K | 0.8% | ▼−11% Reduced · −10K sh | |
| 22 | Amazon Com Inc COM | $15.9M | 76.1K | 0.7% | ▼−10% Reduced · −8K sh | |
| 23 | RTX Corporation COM | $15.1M | 78.1K | 0.7% | ▼−25% Reduced · −26K sh | |
| 24 | Cummins Inc COM | $15.0M | 28.0K | 0.7% | ▼−26% Reduced · −10K sh | |
| 25 | Williams Sonoma Inc COM | $15.0M | 82.4K | 0.7% | ▼−23% Reduced · −25K sh | |
| 26 | Alphabet Inc CAP STK CL C | $14.4M | 50.4K | 0.6% | ▼−4.7% Reduced · −2K sh | |
| 27 | Capital Group International SHS | $14.4M | 424.7K | 0.6% | ▲New New position | |
| 28 | Chevron Corporation COM | $13.8M | 66.8K | 0.6% | ▼−19% Reduced · −16K sh | |
| 29 | Wisdomtree TR EMER MKT HIGH FD | $13.6M | 273.4K | 0.6% | ▼−4.4% Reduced · −13K sh | |
| 30 | T Rowe Price ETF Inc PRICE BLUE CHIP | $12.8M | 289.4K | 0.6% | ▼−2.1% Reduced · −6K sh | |
| 31 | Ishares TR INTL SEL DIV ETF | $12.7M | 299.1K | 0.6% | ▼−13% Reduced · −43K sh | |
| 32 | Vanguard Index FDS EXTEND MKT ETF | $12.5M | 60.7K | 0.6% | ▼−5.5% Reduced · −4K sh | |
| 33 | Citigroup Inc COM NEW | $12.4M | 109.6K | 0.6% | ▼−22% Reduced · −31K sh | |
| 34 | Alphabet Inc CAP STK CL A | $12.4M | 43.1K | 0.6% | ▼−23% Reduced · −13K sh | |
| 35 | Kinder Morgan Inc Del COM | $12.1M | 361.1K | 0.5% | ▼−20% Reduced · −90K sh | |
| 36 | Lockheed Martin Corp COM | $12.0M | 19.8K | 0.5% | ▼−18% Reduced · −4K sh | |
| 37 | Vanguard Whitehall FDS HIGH DIV YLD | $11.8M | 79.9K | 0.5% | ▼−0.9% Reduced · −732 sh | |
| 38 | Bank America Corp COM | $11.8M | 241.4K | 0.5% | ▼−22% Reduced · −68K sh | |
| 39 | Cisco Sys Inc COM | $11.5M | 148.4K | 0.5% | ▼−22% Reduced · −43K sh | |
| 40 | Merck & Co Inc COM | $11.3M | 93.6K | 0.5% | ▼−14% Reduced · −15K sh | |
| 41 | Amgen Inc COM | $11.0M | 31.4K | 0.5% | ▼−19% Reduced · −7K sh | |
| 42 | Williams Cos Inc COM | $10.9M | 149.4K | 0.5% | ▼−21% Reduced · −41K sh | |
| 43 | Visa Inc COM CL A | $10.8M | 35.9K | 0.5% | ▼−12% Reduced · −5K sh | |
| 44 | Philip Morris Intl Inc COM | $10.4M | 63.2K | 0.5% | ▼−23% Reduced · −18K sh | |
| 45 | Enterprise Prods Partners L COM | $10.4M | 275.8K | 0.5% | ▲+0.1% Added · +227 sh | |
| 46 | McDonalds Corp COM | $10.0M | 32.3K | 0.4% | ▼−19% Reduced · −8K sh | |
| 47 | BlackRock Inc COM | $10.0M | 10.4K | 0.4% | ▼−25% Reduced · −3K sh | |
| 48 | Duke Energy Corp New COM NEW | $9.9M | 75.5K | 0.4% | ▼−18% Reduced · −17K sh | |
| 49 | Dollar Gen Corp COM | $9.7M | 81.8K | 0.4% | ▼−26% Reduced · −28K sh | |
| 50 | Norfolk Southn Corp COM | $9.6M | 33.4K | 0.4% | ▼−21% Reduced · −9K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $380K | 3K |
| CALL · bullish | EXXON MOBIL CORPXOM | $51K | 300 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 337 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 305 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 307 | $2.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 304 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 292 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 290 | $2.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 288 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 284 | $1.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 285 | $1.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 272 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 266 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 271 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 285 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 335 | $2.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 286 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 288 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 17, 2022 | 347 | $2.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 340 | $2.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 336 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 335 | $2.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 331 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 318 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 296 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 294 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.