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CIK: 0001313294
Total reported value
$2.3B
$2.3B
305 檔
34.1%
As reported in its official Q4 2025 Form 13F filing, Linscomb Wealth, Inc.'s tracked investment portfolio stood at $2.3B with 305 total positions.
Linscomb Wealth, Inc. executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 14 holdings and trimming 92 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, IJH) accounted for 34.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.50% | +0.40% | +2.82% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.86% | +0.79% | -0.71% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.47% | +0.22% | +1.50% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 4.19% | +0.34% | +0.25% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.00% | +0.05% | +0.86% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.94% | -0.03% | -1.42% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.10% | -1.19% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | +0.10% | -0.37% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.06% | -3.13% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -3.06% | +6.33% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.80% | -0.04% | -1.75% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.62% | -0.07% | -0.09% | |
| 13 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.44% | -0.03% | -0.10% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | — | -1.02% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.13% | +0.79% | -4.80% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.02% | -1.40% | |
| 17 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.82% | +0.14% | +18.05% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.02% | -3.67% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.12% | -1.14% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.80% | +0.10% | -1.26% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.07% | -1.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.03% | -0.71% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.05% | -0.34% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.04% | -2.78% | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.07% | -0.60% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.16% | +1.35% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.65% | +0.28% | +13.38% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.13% | +0.71% | |
| 29 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.03% | +0.44% | |
| 30 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.62% | +0.06% | +4.94% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.21% | +0.91% | |
| 32 | DG | Dollar General CORP | Stock-Consumer Staples | 0.61% | -0.05% | +1.01% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.01% | -1.20% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.57% | -0.06% | -0.13% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.07% | +0.22% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.56% | +0.06% | -0.95% | |
| 37 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.56% | -0.01% | +1.10% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | +0.01% | +0.34% | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.55% | +0.16% | +13.60% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.03% | +0.39% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.17% | -0.50% | |
| 42 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.52% | -0.09% | +3.21% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.09% | -1.17% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.51% | +0.01% | +0.57% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.12% | +0.05% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.02% | +2.15% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | +0.03% | -2.53% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.01% | +2.02% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.48% | -0.03% | +0.62% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.45% | -0.06% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +2.82% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +6.33% | Add |
| 3 | UNH | Unitedhealth Group Inc | +0.2% | +2024.52% | Add |
| 4 | LRCX | Lam Research CORP | +0.2% | -4.80% | Trim |
| 5 | AVIV | Avantis Int Lrg Cap Val ETF | +0.2% | +18.05% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.71% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -2.78% | Trim |
| 8 | DG | Dollar General CORP | +0.1% | +1.01% | Add |
| 9 | CMI | Cummins Inc | +0.1% | -1.14% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +2.02% | Add |
| 11 | DFLV | Dim US Large Cap Value ETF | +0.1% | +13.60% | Add |
| 12 | C | Citigroup Inc | +0.1% | -0.60% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | +1.35% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +0.39% | Add |
| 15 | FBND | Fidelity Total Bond ETF | +0.1% | +13.38% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.91% | Add |
| 17 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +0.25% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -1.08% | Trim |
| 19 | AAPL | Apple Inc | 0% | -1.75% | Trim |
| 20 | MS | Morgan Stanley | 0% | +3.43% | Add |
| 21 | AMD | Advanced Micro Devices | 0% | -0.01% | Trim |
| 22 | SPGI | S&p Global Inc | 0% | +223.26% | Add |
| 23 | UPS | United Parcel Service-cl B | 0% | +2.80% | Add |
| 24 | IDV | Ishares International Select | 0% | -0.13% | Trim |
| 25 | TCHP | T Rowe Price Blue Chip Growt | 0% | +4.94% | Add |
| 26 | COF | Capital One Financial CORP | 0% | +0.82% | Add |
| 27 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +37.97% | Add |
| 28 | WAT | Waters CORP | 0% | +1.83% | Add |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +100.00% | Add |
| 30 | BAC | Bank Of America CORP | 0% | -0.34% | Trim |
| 31 | BOND | Pimco Active Bond Exchange-t | 0% | +10.41% | Add |
| 32 | NEE | Nextera Energy Inc | 0% | +1.33% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | -9.85% | Trim |
| 34 | IQLT | Ishares Msci International Q | 0% | +5.18% | Add |
| 35 | NVDA | Nvidia CORP | 0% | +6.42% | Add |
| 36 | JHMM | John Hancock Multi Fact Mid | 0% | +7.40% | Add |
| 37 | VIG | Vanguard Dividend Apprec ETF | 0% | +14.10% | Add |
| 38 | ACN | Accenture plc | 0% | -1.83% | Trim |
| 39 | CRM | Salesforce Inc | 0% | +1.00% | Add |
| 40 | KEX | Kirby CORP | 0% | — | Unchanged |
| 41 | SCHW | Schwab (charles) CORP | 0% | +4.24% | Add |
| 42 | PAGP | Plains Gp Holdings Lp-cl A | 0% | +0.58% | Add |
| 43 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.80% | Trim |
| 44 | CME | Cme Group Inc | 0% | +6.52% | Add |
| 45 | DFAE | Dimensional Emerging Core Eq | 0% | +4.20% | Add |
| 46 | O | Realty Income CORP | 0% | +17.53% | Add |
| 47 | GLD | Spdr Gold Shares | 0% | +26.06% | Add |
| 48 | CADE | Cadence Bank | 0% | +12.66% | Add |
| 49 | TJX | Tjx Companies Inc | 0% | +0.30% | Add |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +3.98% | Add |
According to official SEC Form 13F filings, Linscomb Wealth, Inc. reported a total U.S. public equity portfolio value of $2.3B across 305 disclosed positions in Q4 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.
Top New Position Initiated
ANET
市值: $1.7M
Top Position Liquidated / Trimmed
BAX
前期市值: $1.2M
During Q4 2025, Linscomb Wealth, Inc.'s top holdings by market value included VEA (11.5%)、IVV (8.9%)、IJH (4.5%). The largest single position, VEA, represented 11.5% of total portfolio value.
In Q4 2025, Linscomb Wealth, Inc. made 198 total portfolio adjustments, initiating 11 new buys, adding to 81 positions, trimming 92 holdings, and fully liquidating 14 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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