Linscomb Wealth, Inc. - Portfolio overview

Linscomb Wealth, Inc. has 368 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 10.98%
2. IVV - ISHARES TR, 8.22%
3. XOM - EXXON MOBIL CORP, 5.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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