Linscomb Wealth, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,382,150
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 305 | 2,382,150 | 13F-HR | Linscomb Wealth, Inc. |
| Q3 2025 | 11/5/2025 | 307 | 2,321,332 | 13F-HR | Linscomb Wealth, Inc. |
| Q2 2025 | 8/4/2025 | 304 | 2,175,692 | 13F-HR | Linscomb Wealth, Inc. |
| Q2 2014 | 8/5/2014 | 276 | 947,269 | 13F-HR | Linscomb & Williams, Inc. |
| Q1 2014 | 5/9/2014 | 273 | 906,503 | 13F-HR | Linscomb & Williams, Inc. |
| Q4 2013 | 2/5/2014 | 233 | 815,240 | 13F-HR | Linscomb & Williams, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.732 M | 72.7% | 83.2 K | 0 | 83.2 K |
| ETFs | 647.8 K | 27.2% | 0 | 22.34 K | -22.34 K |
| Debt | 438 | 0.0% | 0 | 13 | -13 |
| Other | 1.453 K | 0.1% | 0 | 29 | -29 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
2,382,150
Holdings
305
QoQ value change ($000)
60,818
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.