Linscomb Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Linscomb Wealth, Inc. held in its portfolio 300 assets valued at $2,382,150,211 (i.e. $2.38B).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($273.84M), ISHARES TR ($211.09M), and ISHARES TR ($106.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 300 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Linscomb Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 4383551 | 273840401 | VAN FTSE DEV MKT |
| ISHARES TR | 308181 | 211085468 | CORE S&P500 ETF |
| ISHARES TR | 1614065 | 106528269 | CORE S&P MCP ETF |
| INVESCO EXCHANGE TRADED FD T | 2129383 | 99910645 | RAFI US 1000 ETF |
| WISDOMTREE TR | 1844548 | 95178681 | US MIDCAP DIVID |
| ISHARES TR | 978336 | 93949616 | MSCI EAFE ETF |
| MICROSOFT CORP | 105739 | 51137339 | COM |
| VANGUARD INDEX FDS | 151159 | 50679193 | TOTAL STK MKT |
| BROADCOM INC | 143694 | 49732611 | COM |
| EXXON MOBIL CORP | 399305 | 48052424 | COM |
| SPDR SERIES TRUST | 341560 | 43525338 | STATE STREET SPD |
| APPLE INC | 157637 | 42855308 | COM |
| WISDOMTREE TR | 337330 | 34346935 | US HIGH DIVIDEND |
| JPMORGAN CHASE & CO. | 96051 | 30949611 | COM |
| LAM RESEARCH CORP | 157698 | 26994767 | COM NEW |
| ABBVIE INC | 87470 | 19985935 | COM |
| AMERICAN CENTY ETF TR | 274167 | 19528886 | INTERNATIONAL LR |
| AMAZON COM INC | 84592 | 19525605 | COM |
| CUMMINS INC | 38027 | 19410634 | COM |
| WILLIAMS SONOMA INC | 107085 | 19124302 | COM |
| RTX CORPORATION | 103598 | 18999888 | COM |
| ALPHABET INC | 55668 | 17424120 | CAP STK CL A |
| BANK AMERICA CORP | 309109 | 17000986 | COM |
| ALPHABET INC | 52836 | 16579924 | CAP STK CL C |
| CITIGROUP INC | 140361 | 16378739 | COM NEW |
| JOHNSON & JOHNSON | 77630 | 16065532 | COM |
| FIDELITY MERRIMACK STR TR | 336527 | 15493696 | TOTAL BD ETF |
| QUALCOMM INC | 88391 | 15119359 | COM |
| BLACKROCK INC | 13816 | 14787983 | COM |
| T ROWE PRICE ETF INC | 295557 | 14736467 | PRICE BLUE CHIP |
| CISCO SYS INC | 191049 | 14716519 | COM |
| DOLLAR GEN CORP NEW | 110150 | 14624673 | COM |
| VISA INC | 40796 | 14307467 | COM CL A |
| ISHARES TR | 342004 | 13492041 | INTL SEL DIV ETF |
| ABBOTT LABS | 107444 | 13461660 | COM |
| VANGUARD INDEX FDS | 64221 | 13429842 | EXTEND MKT ETF |
| WISDOMTREE TR | 286144 | 13365807 | EMER MKT HIGH FD |
| PHILIP MORRIS INTL INC | 81575 | 13084700 | COM |
| DIMENSIONAL ETF TRUST | 380248 | 13008296 | US LARGE CAP VAL |
| AMGEN INC | 38893 | 12729912 | COM |
| CHEVRON CORP NEW | 82824 | 12623161 | COM |
| KINDER MORGAN INC DEL | 451321 | 12406817 | COM |
| MCDONALDS CORP | 40013 | 12229274 | COM |
| NORFOLK SOUTHN CORP | 42116 | 12159601 | COM |
| LOCKHEED MARTIN CORP | 24158 | 11684699 | COM |
| META PLATFORMS INC | 17586 | 11608082 | CL A |
| VANGUARD WHITEHALL FDS | 80639 | 11573295 | HIGH DIV YLD |
| MERCK & CO INC | 108843 | 11456817 | COM |
| WILLIAMS COS INC | 190066 | 11424874 | COM |
| DUKE ENERGY CORP NEW | 92107 | 10795812 | COM NEW |
| MASTERCARD INCORPORATED | 17905 | 10221756 | CL A |
| METLIFE INC | 125433 | 9901657 | COM |
| NEXTERA ENERGY INC | 119292 | 9576789 | COM |
| AMERICAN TOWER CORP NEW | 54083 | 9495298 | COM |
| ACCENTURE PLC IRELAND | 34979 | 9384809 | SHS CLASS A |
| SPDR S&P 500 ETF TR | 13506 | 9210057 | TR UNIT |
| ISHARES TR | 64751 | 9138938 | SELECT DIVID ETF |
| WISDOMTREE TR | 158502 | 9023517 | US SMALLCAP FUND |
| PEPSICO INC | 61595 | 8840185 | COM |
| ENTERPRISE PRODS PARTNERS L | 275582 | 8835146 | COM |
| MORGAN STANLEY | 49388 | 8767820 | COM NEW |
| ORACLE CORP | 44422 | 8658330 | COM |
| ISHARES TR | 17707 | 8380931 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 136572 | 8294029 | DIV RTN EM EQT |
| HONEYWELL INTL INC | 42116 | 8216420 | COM |
| MEDTRONIC PLC | 85175 | 8181895 | SHS |
| NVIDIA CORPORATION | 42901 | 8001121 | COM |
| VERIZON COMMUNICATIONS INC | 195095 | 7946236 | COM |
| PIMCO ETF TR | 84216 | 7838860 | ACTIVE BD ETF |
| ISHARES TR | 170632 | 7755205 | MSCI INTL QUALTY |
| TRUIST FINL CORP | 157289 | 7740186 | COM |
| ISHARES TR | 132314 | 7238904 | MSCI EMG MKT ETF |
| PLAINS GP HLDGS L P | 369729 | 7076619 | LTD PARTNR INT A |
| VANGUARD WHITEHALL FDS | 77429 | 6968610 | INTL HIGH ETF |
| VANGUARD SCOTTSDALE FDS | 23078 | 6931152 | VNG RUS3000IDX |
| SPDR S&P MIDCAP 400 ETF TR | 11289 | 6810209 | UTSER1 S&PDCRP |
| PALO ALTO NETWORKS INC | 36619 | 6745220 | COM |
| CAPITAL ONE FINL CORP | 27272 | 6609688 | COM |
| PFIZER INC | 257326 | 6407407 | COM |
| ISHARES TR | 30378 | 6389803 | RUS 1000 VAL ETF |
| ISHARES TR | 63256 | 6318039 | CORE US AGGBD ET |
| FIDELITY NATL INFORMATION SV | 94172 | 6258659 | COM |
| BOOKING HOLDINGS INC | 1142 | 6117886 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 90285 | 5911850 | MULTIFACTOR MI |
| STRYKER CORPORATION | 16797 | 5903504 | COM |
| STERLING INFRASTRUCTURE INC | 19196 | 5878392 | COM |
| AMERICAN WTR WKS CO INC NEW | 44906 | 5860185 | COM |
| WISDOMTREE TR | 117177 | 5814132 | US S CAP QTY DIV |
| COSTCO WHSL CORP NEW | 6682 | 5761745 | COM |
| CROWN CASTLE INC | 64204 | 5705826 | COM |
| CORTEVA INC | 85068 | 5702140 | COM |
| AIR PRODS & CHEMS INC | 22715 | 5610946 | COM |
| UNITED PARCEL SERVICE INC | 56125 | 5567055 | CL B |
| VANGUARD STAR FDS | 70096 | 5288049 | VG TL INTL STK F |
| NIKE INC | 81636 | 5201028 | CL B |
| INVESCO QQQ TR | 8108 | 4980740 | UNIT SER 1 |
| LOWES COS INC | 20580 | 4963085 | COM |
| EMERSON ELEC CO | 36964 | 4905888 | COM |
| GENERAL DYNAMICS CORP | 14443 | 4862344 | COM |
| GOLDMAN SACHS ETF TR | 64162 | 4852551 | ACTIVEBETA US |
| J P MORGAN EXCHANGE TRADED F | 75750 | 4785894 | US QUALTY FCTR |
| UNITEDHEALTH GROUP INC | 14468 | 4776032 | COM |
| CME GROUP INC | 17441 | 4762789 | COM |
| VANGUARD SCOTTSDALE FDS | 38530 | 4691073 | VNG RUS1000GRW |
| ISHARES TR | 12487 | 4663282 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 141634 | 4613025 | EMGR CRE EQT MNG |
| SCHWAB CHARLES CORP | 46104 | 4606294 | COM |
| ADVANCED MICRO DEVICES INC | 21488 | 4601871 | COM |
| SALESFORCE INC | 17360 | 4598813 | COM |
| CHENIERE ENERGY INC | 23646 | 4596499 | COM NEW |
| SCHWAB STRATEGIC TR | 136783 | 4461862 | US LCAP GR ETF |
| UNION PAC CORP | 18470 | 4272536 | COM |
| GE AEROSPACE | 13789 | 4247474 | COM NEW |
| YUM BRANDS INC | 27591 | 4173985 | COM |
| WISDOMTREE TR | 46301 | 4078167 | US LARGECAP DIVD |
| LABCORP HOLDINGS INC | 15740 | 3948893 | COM SHS |
| INVESCO EXCHANGE TRADED FD T | 55553 | 3911487 | WATER RES ETF |
| OCCIDENTAL PETE CORP | 91540 | 3764125 | COM |
| REALTY INCOME CORP | 64762 | 3650657 | COM |
| MARVELL TECHNOLOGY INC | 42401 | 3603277 | COM |
| WATERS CORP | 9354 | 3552930 | COM |
| ECOLAB INC | 13532 | 3552415 | COM |
| VANGUARD MUN BD FDS | 69451 | 3492691 | TAX EXEMPT BD |
| VANGUARD INTL EQUITY INDEX F | 64862 | 3486988 | FTSE EMR MKT ETF |
| THE CIGNA GROUP | 12299 | 3385181 | COM |
| VANGUARD SPECIALIZED FUNDS | 15277 | 3357689 | DIV APP ETF |
| SERVICENOW INC | 21004 | 3217603 | COM |
| VANGUARD INDEX FDS | 15161 | 3210959 | SM CP VAL ETF |
| AGILENT TECHNOLOGIES INC | 23297 | 3169975 | COM |
| ELI LILLY & CO | 2946 | 3166188 | COM |
| VEEVA SYS INC | 13207 | 2948199 | CL A COM |
| VANGUARD INDEX FDS | 4688 | 2939961 | S&P 500 ETF SHS |
| TJX COS INC NEW | 18354 | 2819358 | COM |
| F5 INC | 10866 | 2773656 | COM |
| VANGUARD SCOTTSDALE FDS | 33061 | 2635973 | SHRT TRM CORP BD |
| BECTON DICKINSON & CO | 13489 | 2617900 | COM |
| VANGUARD INDEX FDS | 8751 | 2539801 | MID CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 4936 | 2480830 | CL B NEW |
| INTERCONTINENTAL EXCHANGE IN | 14692 | 2379479 | COM |
| PAYPAL HLDGS INC | 38766 | 2263160 | COM |
| HOME DEPOT INC | 6265 | 2155741 | COM |
| UBER TECHNOLOGIES INC | 25488 | 2082625 | COM |
| INTERNATIONAL BUSINESS MACHS | 6839 | 2025846 | COM |
| EQUIFAX INC | 9100 | 1974559 | COM |
| TESLA INC | 4082 | 1835758 | COM |
| PROCTER AND GAMBLE CO | 12687 | 1818105 | COM |
| DIMENSIONAL ETF TRUST | 25211 | 1756433 | US SMALL CAP ETF |
| ARISTA NETWORKS INC | 13122 | 1719376 | COM SHS |
| KIRBY CORP | 15488 | 1706468 | COM |
| COCA COLA CO | 22984 | 1606789 | COM |
| WALMART INC | 14077 | 1568324 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| TEXAS INSTRS INC | 8427 | 1462001 | COM |
| S&P GLOBAL INC | 2780 | 1452639 | COM |
| ISHARES TR | 31212 | 1452623 | CORE UNIVRSL USD |
| SOUTHSTATE BK CORP | 15309 | 1440730 | COM |
| ISHARES TR | 14260 | 1372811 | RUS MID CAP ETF |
| CHENIERE ENERGY PARTNERS LP | 25000 | 1337000 | COM UNIT |
| ENERGY TRANSFER L P | 80626 | 1329531 | COM UT LTD PTN |
| NUCOR CORP | 8000 | 1304927 | COM |
| CSX CORP | 34801 | 1261545 | COM |
| VANGUARD INDEX FDS | 2557 | 1247459 | GROWTH ETF |
| GENERAL MLS INC | 25298 | 1176347 | COM |
| BLACKSTONE INC | 6832 | 1053104 | COM |
| CONOCOPHILLIPS | 11001 | 1029789 | COM |
| ISHARES TR | 8522 | 1024126 | CORE S&P SCP ETF |
| AMERICAN EXPRESS CO | 2754 | 1018843 | COM |
| EAGLE MATLS INC | 4923 | 1017486 | COM |
| ISHARES TR | 2953 | 1012791 | S&P 100 ETF |
| SPDR GOLD TR | 2501 | 991172 | GOLD SHS |
| VALERO ENERGY CORP | 5997 | 976194 | COM |
| ISHARES TR | 7037 | 963647 | RUS MD CP GR ETF |
| MARATHON PETE CORP | 5910 | 961144 | COM |
| ISHARES TR | 13811 | 958766 | CORE DIV GRWTH |
| WASTE MGMT INC DEL | 4348 | 955300 | COM |
| INVESCO EXCH TRADED FD TR II | 21301 | 940472 | GLOBAL WATER |
| CADENCE BANK | 21830 | 935194 | COM |
| VULCAN MATLS CO | 3230 | 921261 | COM |
| FIRST TR EXCHANGE-TRADED FD | 20540 | 910744 | SHS |
| VANGUARD BD INDEX FDS | 12229 | 905809 | TOTAL BND MRKT |
| KKR & CO INC | 7000 | 892360 | COM |
| GILEAD SCIENCES INC | 7195 | 883115 | COM |
| CATERPILLAR INC | 1533 | 878210 | COM |
| ISHARES TR | 6171 | 870420 | RUS MDCP VAL ETF |
| WELLS FARGO CO NEW | 9336 | 870100 | COM |
| MPLX LP | 15948 | 851145 | COM UNIT REP LTD |
| VANGUARD INDEX FDS | 4322 | 825440 | VALUE ETF |
| ISHARES TR | 7624 | 813481 | SHRT NAT MUN ETF |
| EATON CORP PLC | 2543 | 809971 | SHS |
| AUTOMATIC DATA PROCESSING IN | 3098 | 796944 | COM |
| FASTENAL CO | 19349 | 776491 | COM |
| SUNOCO LP/SUNOCO FIN CORP | 14740 | 772524 | COM UT REP LP |
| THERMO FISHER SCIENTIFIC INC | 1333 | 772306 | COM |
| AT&T INC | 31089 | 772255 | COM |
| REPUBLIC SVCS INC | 3592 | 761253 | COM |
| ALTRIA GROUP INC | 13198 | 760997 | COM |
| ALLSTATE CORP | 3652 | 760198 | COM |
| ISHARES TR | 3054 | 751808 | RUSSELL 2000 ETF |
| ISHARES TR | 2319 | 749061 | RUS 2000 GRW ETF |
| APA CORPORATION | 29059 | 710788 | COM |
| ISHARES TR | 3260 | 691419 | S&P 500 VAL ETF |
| GUIDEWIRE SOFTWARE INC | 3406 | 684641 | COM |
| GALLAGHER ARTHUR J & CO | 2617 | 677254 | COM |
| KIMCO RLTY CORP | 32708 | 662992 | COM |
| PHILLIPS 66 | 5090 | 656814 | COM |
| CENTERPOINT ENERGY INC | 16475 | 631652 | COM |
| ONEOK INC NEW | 8512 | 625632 | COM |
| AMERICAN CENTY ETF TR | 5566 | 622168 | US EQT ETF |
| VANGUARD SCOTTSDALE FDS | 6189 | 615957 | VNG RUS2000IDX |
| ENBRIDGE INC | 12452 | 595580 | COM |
| VANGUARD INDEX FDS | 2292 | 591253 | SMALL CP ETF |
| CURTISS WRIGHT CORP | 1043 | 575054 | COM |
| PALANTIR TECHNOLOGIES INC | 3201 | 568978 | CL A |
| VANGUARD WORLD FD | 7751 | 555127 | ESG INTL STK ETF |
| SOUTHERN CO | 6320 | 551104 | COM |
| ISHARES TR | 3277 | 550340 | CORE S&P US GWT |
| ISHARES TR | 6382 | 540137 | CORE MSCI TOTAL |
| VANECK ETF TRUST | 7400 | 538650 | AGRIBUSINESS ETF |
| TARGA RES CORP | 2818 | 519921 | COM |
| STELLAR BANCORP INC | 16712 | 517070 | COM |
| CALUMET INC | 25889 | 514415 | COM |
| COMCAST CORP NEW | 16997 | 508029 | CL A |
| CHUBB LIMITED | 1554 | 485035 | COM |
| SELECT SECTOR SPDR TR | 3364 | 484334 | STATE STREET TEC |
| WESTERN MIDSTREAM PARTNERS L | 12068 | 476686 | COM UNIT LP INT |
| FIDELITY COVINGTON TRUST | 2080 | 467314 | MSCI INFO TECH I |
| DUPONT DE NEMOURS INC | 11416 | 458916 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1620 | 446132 | ORD SHS |
| STARBUCKS CORP | 5264 | 443255 | COM |
| PUBLIC STORAGE OPER CO | 1692 | 439074 | COM |
| VANGUARD BD INDEX FDS | 5552 | 437589 | SHORT TRM BOND |
| SOUTHWEST AIRLS CO | 10523 | 434916 | COM |
| ISHARES TR | 1062 | 410875 | RUSSELL 3000 ETF |
| HORMEL FOODS CORP | 17111 | 405531 | COM |
| IRON MTN INC DEL | 4757 | 394594 | COM |
| MONDELEZ INTL INC | 7236 | 389514 | CL A |
| NETFLIX INC | 4150 | 389104 | COM |
| IES HLDGS INC | 1000 | 389020 | COM |
| LINDE PLC | 909 | 387589 | SHS |
| EA SERIES TRUST | 8690 | 383099 | STRIVE 500 ETF |
| ALLIANT ENERGY CORP | 5880 | 382259 | COM |
| VANGUARD WORLD FD | 505 | 380549 | INF TECH ETF |
| BANK NEW YORK MELLON CORP | 3240 | 376138 | COM |
| VANGUARD WORLD FD | 911 | 375917 | MEGA GRWTH IND |
| J P MORGAN EXCHANGE TRADED F | 7397 | 374202 | ULTRA SHRT ETF |
| ELANCO ANIMAL HEALTH INC | 16398 | 371083 | COM |
| ISHARES TR | 3794 | 367531 | S&P MC 400GR ETF |
| DEERE & CO | 787 | 366257 | COM |
| TELEDYNE TECHNOLOGIES INC | 695 | 354958 | COM |
| DOMINION ENERGY INC | 5956 | 348941 | COM |
| FIDELITY COVINGTON TRUST | 4000 | 335840 | MOMENTUM FACTR |
| IAMGOLD CORP | 20000 | 329800 | COM |
| TARGET CORP | 3312 | 323788 | COM |
| ISHARES TR | 1785 | 323460 | RUS 2000 VAL ETF |
| AON PLC | 912 | 321827 | SHS CL A |
| SAP SE | 1318 | 320156 | SPON ADR |
| CONSTELLATION ENERGY CORP | 894 | 315868 | COM |
| VANGUARD INDEX FDS | 3467 | 306795 | REAL ESTATE ETF |
| SLB LIMITED | 7932 | 304426 | COM STK |
| SPDR INDEX SHS FDS | 6805 | 302205 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 5020 | 298891 | US TARGETED VLU |
| ISHARES TR | 1966 | 292393 | CORE S&P TTL STK |
| BOEING CO | 1336 | 290125 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 951 | 289000 | SPONSORED ADS |
| ISHARES TR | 3724 | 288720 | EAFE SML CP ETF |
| ISHARES TR | 6137 | 282180 | ESG AWARE MSCI |
| J P MORGAN EXCHANGE TRADED F | 5847 | 276856 | CORE PLUS BD ETF |
| VANGUARD INTL EQUITY INDEX F | 3253 | 271948 | FTSE EUROPE ETF |
| INTERNATIONAL BANCSHARES COR | 4077 | 270876 | COM |
| PAYCHEX INC | 2400 | 269232 | COM |
| PIMCO ETF TR | 2666 | 267507 | ENHAN SHRT MA AC |
| NORTHROP GRUMMAN CORP | 468 | 267013 | COM |
| ISHARES TR | 4410 | 263145 | SELECT US REIT |
| TAKE-TWO INTERACTIVE SOFTWAR | 1000 | 256030 | COM |
| ISHARES SILVER TR | 3972 | 255877 | ISHARES |
| SPDR INDEX SHS FDS | 2784 | 252426 | MSCI EAFE STRTGC |
| INTUIT | 379 | 251058 | COM |
| VANGUARD INDEX FDS | 829 | 250450 | SML CP GRW ETF |
| SHOPIFY INC | 1513 | 243548 | CL A SUB VTG SHS |
| 3M CO | 1513 | 242232 | COM |
| SELECT SECTOR SPDR TR | 4363 | 238971 | STATE STREET FIN |
| ISHARES TR | 942 | 235793 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 9763 | 234692 | INTL EQTY ETF |
| TRAVELERS COMPANIES INC | 800 | 231976 | COM |
| TE CONNECTIVITY PLC | 1017 | 231378 | ORD SHS |
| ISHARES TR | 2127 | 227823 | NATIONAL MUN ETF |
| MAIN STR CAP CORP | 3754 | 226705 | COM |
| VANGUARD ADMIRAL FDS INC | 508 | 225852 | 500 GRTH IDX F |
| CAMDEN PPTY TR | 2046 | 225216 | SH BEN INT |
| VANECK ETF TRUST | 606 | 218239 | SEMICONDUCTR ETF |
| SHELL PLC | 2934 | 215591 | SPON ADS |
| ISHARES TR | 1715 | 211391 | S&P 500 GRWT ETF |
| TOTALENERGIES SE | 3176 | 207742 | ACT |
| VANGUARD WORLD FD | 714 | 205575 | HEALTH CAR ETF |
| CONSTELLATION BRANDS INC | 1467 | 202362 | CL A |
| DOW INC | 8642 | 202059 | COM |
| ISHARES TR | 2251 | 201333 | CORE MSCI EAFE |
| VENTURE GLOBAL INC | 14550 | 99231 | COM CL A |
| RING ENERGY INC | 92272 | 80277 | COM |
| SERINA THERAPEUTICS INC | 18800 | 35965 | COM SHS |
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