Linscomb Wealth, Inc.: 13F holdings

CIK 13132942026Q2

Positions311
Reported value$2.3bn
Filed2026-07-31

Top 10 holdings

SecuritySharesValueWeight
VEA VANGUARD TAX-MANAGED FDS3,728,468$265.7m11.5%
IVV ISHARES TR280,720$210.2m9.1%
PRF INVESCO EXCHANGE TRADED FD T1,930,191$104.3m4.5%
IJH ISHARES TR1,292,307$99.6m4.3%
EFA ISHARES TR833,150$86.5m3.8%
DON WISDOMTREE TR1,527,377$86.3m3.7%
VTI VANGUARD INDEX FDS131,648$48.7m2.1%
EXXON MOBIL CORP347,363$47.5m2.1%
LRCX LAM RESEARCH CORP99,082$42.9m1.9%
AVGO BROADCOM INC107,845$40.7m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1313294")

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