Linscomb Wealth, Inc.

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
337
Total value ($000)
$2,247,293
Net value change ($000)
-134,857 (-5.7%)
New positions
52
Sold out positions
22
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 66,950 139.3%
DFLV 16,919 130.1%
CGIE 14,363 NEW
IQLT 12,960 167.1%
CINF 4,588 NEW
KO 3,599 224.0%
VTEB 2,968 85.0%
KIM 2,949 444.8%
CTRA 2,689 NEW
FELG 2,687 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -24,147 -11.4%
VEA -24,131 -8.8%
MSFT -18,443 -36.1%
IJH -14,286 -13.4%
DON -12,229 -12.8%
AVGO -11,381 -22.9%
AAPL -9,641 -22.5%
EFA -8,890 -9.5%
JPM -8,427 -27.2%
PRF -5,993 -6.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 431 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type