Universe · entity
Linscomb Wealth, Inc.
Institutional manager (13F) · CIK 1313294
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $250M | 3,896,828 |
| 2 | ISHARES TR | $187M | 286,184 |
| 3 | EXXON MOBIL CORP | $115M | 677,838 |
| 4 | INVESCO EXCHANGE TRADED FD T | $94M | 1,975,969 |
| 5 | ISHARES TR | $92M | 1,365,948 |
| 6 | ISHARES TR | $85M | 875,729 |
| 7 | WISDOMTREE TR | $83M | 1,578,807 |
| 8 | VANGUARD INDEX FDS | $45M | 140,659 |
| 9 | BROADCOM INC | $38M | 123,910 |
| 10 | SPDR SERIES TRUST | $37M | 256,908 |
| 11 | APPLE INC | $33M | 130,874 |
| 12 | MICROSOFT CORP | $33M | 88,322 |
| 13 | WISDOMTREE TR | $33M | 297,802 |
| 14 | DIMENSIONAL ETF TRUST | $30M | 838,061 |
| 15 | LAM RESEARCH CORP | $24M | 112,828 |
| 16 | JPMORGAN CHASE & CO | $23M | 76,567 |
| 17 | ISHARES TR | $21M | 448,093 |
| 18 | AMERICAN CENTY ETF TR | $19M | 257,812 |
| 19 | JOHNSON & JOHNSON | $18M | 74,211 |
| 20 | FIDELITY MERRIMACK STR TR | $18M | 385,241 |
| 21 | ABBVIE INC | $17M | 77,674 |
| 22 | AMAZON COM INC | $16M | 76,110 |
| 23 | RTX CORPORATION | $15M | 78,092 |
| 24 | CUMMINS INC | $15M | 27,956 |
| 25 | WILLIAMS SONOMA INC | $15M | 82,430 |
| 26 | ALPHABET INC | $14M | 50,351 |
| 27 | CAPITAL GROUP INTERNATIONAL | $14M | 424,704 |
| 28 | CHEVRON CORPORATION | $14M | 66,784 |
| 29 | WISDOMTREE TR | $14M | 273,448 |
| 30 | T ROWE PRICE ETF INC | $13M | 289,448 |
| 31 | ISHARES TR | $13M | 299,147 |
| 32 | VANGUARD INDEX FDS | $12M | 60,702 |
| 33 | CITIGROUP INC | $12M | 109,565 |
| 34 | ALPHABET INC | $12M | 43,129 |
| 35 | KINDER MORGAN INC DEL | $12M | 361,077 |
| 36 | LOCKHEED MARTIN CORP | $12M | 19,788 |
| 37 | VANGUARD WHITEHALL FDS | $12M | 79,907 |
| 38 | BANK AMERICA CORP | $12M | 241,392 |
| 39 | CISCO SYS INC | $12M | 148,422 |
| 40 | MERCK & CO INC | $11M | 93,611 |
| 41 | AMGEN INC | $11M | 31,399 |
| 42 | WILLIAMS COS INC | $11M | 149,419 |
| 43 | VISA INC | $11M | 35,855 |
| 44 | PHILIP MORRIS INTL INC | $10M | 63,171 |
| 45 | ENTERPRISE PRODS PARTNERS L | $10M | 275,809 |
| 46 | MCDONALDS CORP | $10M | 32,322 |
| 47 | BLACKROCK INC | $10M | 10,351 |
| 48 | DUKE ENERGY CORP NEW | $10M | 75,532 |
| 49 | DOLLAR GEN CORP | $10M | 81,805 |
| 50 | NORFOLK SOUTHN CORP | $10M | 33,391 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.