account_balance
Investment manager · 13F filer · SEC CIK 1313294
Linscomb Wealth, Inc.
Reported value$2.31Bas of Sep 30, 2026
Positions313 9 new, 7 sold out
Top 10 weight43.6%VEA alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
11.1%Trimmed −3%
IVViShares Tr
9.1%Trimmed −3%
PRFInvesco Exchange Traded Fd T
4.4%Trimmed −3%
IJHiShares Tr
3.9%Trimmed −3%
EFAiShares Tr
3.6%Trimmed −3%
DONWisdomtree Tr
3.5%Trimmed −3%
XOMExxonMobil Holdings Corp
2.4%−2%
VTIVanguard Index FDS
2.1%Trimmed −2%
MSFTMicrosoft Corp
1.9%
AAPLApple Inc.
1.7%
AVGOBroadcom Inc.
1.6%
DFLVDimensional ETF Trust
1.5%
VEAVanguard Tax-Managed FDS
11.1%Trimmed −3%
IVViShares Tr
9.1%Trimmed −3%
PRFInvesco Exchange Traded Fd T
4.4%
IJHiShares Tr
3.9%
EFAiShares Tr
3.6%−3%
DONWisdomtree Tr
3.5%
XOMExxonMobil Holdings Corp
2.4%
VTI2.1%
MSFT1.9%AAPLAVGO1.6%DFLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 11.1% Trimmed −3%
IVV iShares Tr 9.1% Trimmed −3%
PRF Invesco Exchange Traded Fd T 4.4% Trimmed −3%
IJH iShares Tr 3.9% Trimmed −3%
EFA iShares Tr 3.6% Trimmed −3%
DON Wisdomtree Tr 3.5% Trimmed −3%
XOM ExxonMobil Holdings Corp 2.4% Trimmed −2%VTI Vanguard Index FDS 2.1% Trimmed −2%
MSFT Microsoft Corp 1.9% HeldAAPL Apple Inc. 1.7% HeldAVGO Broadcom Inc. 1.6% Trimmed −2%DFLV Dimensional ETF Trust 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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