Linscomb Wealth, Inc.

Q2 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
311
Total value ($000)
$2,307,577
Net value change ($000)
+60,284 (2.7%)
New positions
19
Sold out positions
43
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 23,290 12.5%
LRCX 18,828 78.1%
VEA 15,944 6.4%
PRF 10,370 11.0%
IJH 7,408 8.0%
FBND 6,856 39.0%
AMD 6,124 175.2%
CGIE 5,887 41.0%
PANW 5,243 119.2%
CSCO 5,165 44.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -67,511 -58.7%
HON -7,577 -100.0%
AGG -5,976 -95.8%
CINF -4,588 -100.0%
CVX -3,733 -27.0%
KO -3,493 -67.1%
NKE -3,421 -100.0%
OXY -3,210 -53.9%
JNJ -3,037 -16.7%
KIM -2,866 -79.3%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type