Linscomb Wealth, Inc.

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
313
Total value ($000)
$2,308,354
Net value change ($000)
+777 (0.0%)
New positions
11
Sold out positions
9
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 55,378 NEW
MSFT 11,930 38.4%
VTEB 10,299 96.2%
VIG 9,004 220.3%
AAPL 5,014 15.1%
BDX 3,744 191.1%
JMUB 3,737 216.8%
FBND 3,670 15.0%
PYLD 3,071 53.8%
LLY 2,978 235.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -47,491 -100.0%
LRCX -14,577 -34.0%
VEA -9,590 -3.6%
IJH -9,431 -9.5%
DON -6,090 -7.1%
WSM -5,948 -33.6%
CMI -5,403 -29.6%
AVGO -3,737 -9.2%
SDY -3,103 -8.4%
EFA -2,915 -3.4%
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.
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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