Linscomb Wealth, Inc.
CIK 1313294
13F filing for Q2 2026・No. 1,508
- Holdings
- US$2.31B
- Quarter change
- +US$60.28M
- Entries
- 311
- Net bought (estimate)
- −US$148.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 43
- Cut 194
- Added 65
- Corporate actions 2
- Unchanged 33
Largest holdings
311 stocks worth US$2.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 3,728,468 | US$265.65M | 11.51% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 280,720 | US$210.23M | 9.11% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Cut | 1,930,191 | US$104.29M | 4.52% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 1,292,307 | US$99.65M | 4.32% |
| EFAISHARES TRMSCI EAFE ETF | Cut | 833,150 | US$86.55M | 3.75% |
| WISDOMTREE TRUS MIDCAP DIVID | Cut | 1,527,377 | US$86.33M | 3.74% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 131,648 | US$48.72M | 2.11% |
| 9666655DEXXON MOBIL CORPCOM | Cut | 347,363 | US$47.49M | 2.06% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 99,082 | US$42.94M | 1.86% |
| AVGOBroadcomCOM | Cut | 107,845 | US$40.74M | 1.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.