Linscomb Wealth, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,307,577
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 311 | 2,307,577 | 13F-HR | Linscomb Wealth, Inc. |
| Q1 2026 | 5/11/2026 | 337 | 2,247,293 | 13F-HR | Linscomb Wealth, Inc. |
| 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 | 1.082 M | 46.9% | 0 | 36.07 K | -36.07 K |
| ETFs | 1.225 M | 53.1% | 96.83 K | 0 | 96.83 K |
| Debt | 402 | 0.0% | 0 | 32 | -32 |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
2,307,577
Holdings
311
QoQ value change ($000)
60,284
(2.7%)
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.