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CIK: 0001313294
Total reported value
$2.3B
$2.3B
292 檔
28.3%
During the Q1 2025 filing period, Linscomb Wealth, Inc. (CIK: 0001313294) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 292 reported positions.
In Q1 2025, Linscomb Wealth, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.53% | +0.40% | +3.39% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.80% | +0.79% | -2.49% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.54% | +0.22% | -0.23% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.49% | +0.05% | -1.04% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.22% | -0.03% | -1.97% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 4.17% | +0.34% | -0.03% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.28% | -3.06% | -8.06% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.17% | +0.10% | -1.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.10% | -5.81% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.94% | -0.07% | -3.74% | |
| 11 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.74% | -0.03% | -2.14% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.04% | -2.28% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.06% | -3.47% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | — | -2.63% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.02% | +11.26% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.87% | +0.10% | -6.87% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.02% | -3.58% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | -0.36% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.07% | -1.52% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.17% | +3.85% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.07% | +4.22% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | +0.01% | +3.31% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.13% | -0.35% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.03% | -1.84% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.05% | +0.84% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.09% | -0.27% | |
| 27 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.61% | -0.09% | -7.86% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +0.79% | -1.95% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.16% | +4.25% | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.60% | -0.01% | +0.85% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.59% | +0.12% | -1.29% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.03% | +11.93% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.59% | +0.06% | -1.39% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.21% | +2.92% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | +0.03% | -2.34% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | -0.04% | +2.09% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.08% | +0.31% | |
| 38 | IDV | Ishares International Select | ETF-Other | 0.55% | -0.06% | -1.82% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | -0.06% | +1.15% | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.55% | -0.03% | -1.35% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.53% | +0.28% | +14.02% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | -0.12% | +0.39% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.02% | -5.11% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.07% | -0.83% | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.49% | +0.05% | -0.63% | |
| 46 | DG | Dollar General CORP | Stock-Consumer Staples | 0.48% | -0.05% | +3.82% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.47% | -0.01% | -1.88% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.47% | +0.01% | +0.98% | |
| 49 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.47% | +0.06% | +3.67% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.46% | -0.08% | +58.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | DON | Wisdomtree US Midcap Dividen | — | NEW | New buy |
| 5 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 6 | PRF | Invesco Rafi US 1000 ETF | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 11 | DHS | Wisdomtree US High Dividend | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | AVGO | Broadcom Inc | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | ABT | Abbott Laboratories | — | NEW | New buy |
| 22 | PM | Philip Morris International | — | NEW | New buy |
| 23 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 24 | BLK | Blackrock Inc | — | NEW | New buy |
| 25 | BAC | Bank Of America CORP | — | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 27 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 28 | LRCX | Lam Research CORP | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | DEM | Wisdomtree Emerging Markets | — | NEW | New buy |
| 31 | CMI | Cummins Inc | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 35 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 36 | AMT | American Tower CORP | — | NEW | New buy |
| 37 | ACN | Accenture plc | — | NEW | New buy |
| 38 | IDV | Ishares International Select | — | NEW | New buy |
| 39 | DUK | Duke Energy CORP | — | NEW | New buy |
| 40 | WMB | Williams Cos Inc | — | NEW | New buy |
| 41 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 42 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | C | Citigroup Inc | — | NEW | New buy |
| 45 | MET | Metlife Inc | — | NEW | New buy |
| 46 | DG | Dollar General CORP | — | NEW | New buy |
| 47 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 48 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 50 | EPD | Enterprise Products Partners | — | NEW | New buy |
According to official SEC Form 13F filings, Linscomb Wealth, Inc. reported a total U.S. public equity portfolio value of $2.3B across 292 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, IJH) accounted for 28.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $211.4M
During Q1 2025, Linscomb Wealth, Inc.'s top holdings by market value included VEA (10.5%)、IVV (8.8%)、IJH (4.5%). The largest single position, VEA, represented 10.5% of total portfolio value.
In Q1 2025, Linscomb Wealth, Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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