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Portfolio (Quarterly) Guide ↗

Linscomb Wealth, Inc.

· CIK 0001313294
13F Portfolio $2.3B AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 307 New
Page 3 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDV ISHARES TR 342,452.0 $12.5M 0.54% NEW $36.55 +23.7%
42 KMI KINDER MORGAN INC DEL Energy 437,296.0 $12.4M 0.53% NEW $28.31 +16.1%
43 MCD MCDONALDS CORP Consumer Cyclical 40,485.0 $12.3M 0.53% NEW $303.89 -8.1%
44 LMT LOCKHEED MARTIN CORP Industrials 24,146.0 $12.1M 0.52% NEW $499.22 +6.7%
45 WMB WILLIAMS COS INC Energy 188,904.0 $12.0M 0.52% NEW $63.35 +23.9%
46 VYM VANGUARD WHITEHALL FDS 82,732.0 $11.7M 0.50% NEW $140.95 +12.6%
47 DUK DUKE ENERGY CORP NEW Utilities 91,427.0 $11.3M 0.49% NEW $123.75 +1.0%
48 DG DOLLAR GEN CORP NEW Consumer Defensive 109,053.0 $11.3M 0.49% NEW $103.35 +0.3%
49 DFLV DIMENSIONAL ETF TRUST 334,712.0 $11.0M 0.47% NEW $32.90 +18.8%
50 AMGN AMGEN INC Healthcare 38,741.0 $10.9M 0.47% NEW $282.20 +19.0%
51 AMT AMERICAN TOWER CORP NEW Real Estate 54,250.0 $10.4M 0.45% NEW $192.32 -3.8%
52 MET METLIFE INC Financial Services 124,759.0 $10.3M 0.44% NEW $82.37 +1.1%
53 MA MASTERCARD INCORPORATED Financial Services 17,513.0 $10.0M 0.43% NEW $568.80 -13.3%
54 DVY ISHARES TR 65,654.0 $9.3M 0.40% NEW $142.10 +9.2%
55 EES WISDOMTREE TR 164,543.0 $9.2M 0.40% NEW $55.87 +15.2%
56 SPY SPDR S&P 500 ETF TR Financial Services 13,715.0 $9.1M 0.39% NEW $666.18 +12.7%
57 MRK MERCK & CO INC Healthcare 106,691.0 $9.0M 0.39% NEW $83.93 +42.7%
58 NEE NEXTERA ENERGY INC Utilities 117,723.0 $8.9M 0.38% NEW $75.49 +16.1%
59 HON HONEYWELL INTL INC Industrials 41,943.0 $8.8M 0.38% NEW $210.50 +10.1%
60 ACN ACCENTURE PLC IRELAND Technology 35,630.0 $8.8M 0.38% NEW $246.60 -28.2%
Page 3 of 16  ·  307 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 25.5%
Financial Services 16.9%
Energy 11.2%
Healthcare 11.0%
Industrials 10.6%
Consumer Cyclical 7.8%
Consumer Defensive 5.2%
Communication Services 4.9%
Utilities 2.8%
Basic Materials 2.1%