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Portfolio (Quarterly) Guide ↗

Linscomb Wealth, Inc.

· CIK 0001313294
13F Portfolio $2.4B AUM 305 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 84 Added 124 Reduced 14 Exited
Page 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACN ACCENTURE PLC IRELAND Technology 34,979.0 $9.4M 0.39% -651.0 -1.8% $268.30 -34.0%
22 SPY SPDR S&P 500 ETF TR Financial Services 13,506.0 $9.2M 0.39% -209.0 -1.5% $681.92 +10.1%
23 DVY ISHARES TR 64,751.0 $9.1M 0.38% -903.0 -1.4% $141.14 +10.0%
24 EES WISDOMTREE TR 158,502.0 $9.0M 0.38% -6K -3.7% $56.93 +13.1%
25 ORCL ORACLE CORP Technology 44,422.0 $8.7M 0.36% -2K -3.9% $194.91 -0.9%
26 IWF ISHARES TR 17,707.0 $8.4M 0.35% -371.0 -2.0% $473.31 -73.5%
27 JPEM J P MORGAN EXCHANGE TRADED F 136,572.0 $8.3M 0.35% -2K -1.1% $60.73 +6.8%
28 TFC TRUIST FINL CORP Financial Services 157,289.0 $7.7M 0.33% -3K -1.7% $49.21 -1.1%
29 EEM ISHARES TR 132,314.0 $7.2M 0.30% -1K -0.9% $54.71 +25.0%
30 VYMI VANGUARD WHITEHALL FDS 77,429.0 $7.0M 0.29% -622.0 -0.8% $90.00 +11.9%
31 VTHR VANGUARD SCOTTSDALE FDS 23,078.0 $6.9M 0.29% -1K -5.6% $300.34 +10.0%
32 IWD ISHARES TR 30,378.0 $6.4M 0.27% -675.0 -2.2% $210.34 +13.3%
33 AGG ISHARES TR 63,256.0 $6.3M 0.27% -1K -2.1% $99.88 -1.2%
34 DGRS WISDOMTREE TR 117,177.0 $5.8M 0.24% -901.0 -0.8% $49.62 +14.1%
35 VXUS VANGUARD STAR FDS 70,096.0 $5.3M 0.22% -2K -2.8% $75.44 +14.1%
36 NKE NIKE INC Consumer Cyclical 81,636.0 $5.2M 0.22% -2K -2.6% $63.71 -29.5%
37 QQQ INVESCO QQQ TR Financial Services 8,108.0 $5.0M 0.21% -718.0 -8.1% $614.30 +18.9%
38 VONG VANGUARD SCOTTSDALE FDS 38,530.0 $4.7M 0.20% -1K -3.2% $121.75 +6.2%
39 IWB ISHARES TR 12,487.0 $4.7M 0.20% -498.0 -3.8% $373.45 +9.6%
40 DLN WISDOMTREE TR 46,301.0 $4.1M 0.17% -658.0 -1.4% $88.08 +9.0%
Page 2 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 17.1%
Healthcare 11.7%
Energy 11.3%
Industrials 10.6%
Consumer Cyclical 7.4%
Communication Services 5.2%
Consumer Defensive 4.8%
Utilities 2.7%
Real Estate 1.9%