Linscomb Wealth, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,247,293
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
431
(0.0% of total reported value)
· QoQ Δ:
+431
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.118 M | 49.8% | 0 | 614 K | -614 K |
| ETFs | 1.128 M | 50.2% | 480.1 K | 0 | 480.1 K |
| Debt | 434 | 0.0% | 0 | 4 | -4 |
| Other | 0 | 0.0% | 0 | 1.453 K | -1.453 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
2,247,293
Holdings
337
QoQ value change ($000)
-134,857
(-5.7%)
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.