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CIK: 0001313294
Total reported value
$2.3B
$2.3B
304 檔
31.0%
As reported in its official Q2 2025 Form 13F filing, Linscomb Wealth, Inc.'s tracked investment portfolio stood at $2.3B with 304 total positions.
During Q2 2025, Linscomb Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.98% | +0.40% | +0.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.98% | +0.79% | +0.09% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.53% | +0.22% | +1.73% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.22% | +0.05% | +0.62% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.12% | -0.03% | -3.35% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 4.04% | +0.34% | +0.45% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.10% | +0.46% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | +0.10% | -3.56% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.00% | +0.06% | -0.06% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.93% | -3.06% | +1.44% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.77% | -0.07% | -0.90% | |
| 12 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.52% | -0.03% | -1.96% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.04% | +1.42% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | — | +0.99% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.02% | +3.23% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.83% | +0.10% | -0.21% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.02% | +3.36% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.79% | -0.26% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.07% | +0.99% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | +0.01% | -0.88% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.07% | +3.10% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.05% | +1.64% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.03% | +1.40% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | +0.40% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.13% | +1.19% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.02% | +0.56% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.21% | +0.94% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.59% | -0.01% | -0.36% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.59% | +0.06% | -2.34% | |
| 30 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.59% | -0.09% | +1.03% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.59% | +0.12% | +2.83% | |
| 32 | DG | Dollar General CORP | Stock-Consumer Staples | 0.58% | -0.05% | +1.46% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.56% | +0.07% | +2.29% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.56% | -0.06% | -0.81% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.17% | +0.50% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | -0.04% | +1.62% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.09% | +0.73% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | +0.03% | -2.01% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.54% | -0.03% | +1.13% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.16% | +3.84% | |
| 41 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.52% | +0.06% | +0.32% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | +0.28% | +4.24% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.12% | +1.01% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.08% | +0.95% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.03% | +0.29% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.49% | -0.06% | +0.11% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.48% | +0.01% | +2.10% | |
| 48 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.46% | +0.14% | +13.47% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.46% | +0.05% | +0.95% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.04% | +1.77% |
According to official SEC Form 13F filings, Linscomb Wealth, Inc. reported a total U.S. public equity portfolio value of $2.3B across 304 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, IJH) accounted for 31.0% of total reported equity market value during Q2 2025.
During Q2 2025, Linscomb Wealth, Inc.'s top holdings by market value included VEA (11.0%)、IVV (9.0%)、IJH (4.5%). The largest single position, VEA, represented 11.0% of total portfolio value.
In Q2 2025, Linscomb Wealth, Inc. made 0 total portfolio adjustments, initiating 0 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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