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Linscomb Wealth - Q2 2026 13F Filings

LI

Linscomb Wealth, Inc.

CIK: 0001313294
Address: Texas Houston 1333 West Loop South Suite 1500
$2.31 B
Portfolio Value
311
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+2.70%
$2.31 B 99.99%
Options
$0 0.00%
Debt
$0 0.00%
Other
-10.47%
$281,297 0.01%

Sector Allocation (Stocks)

Linscomb Wealth Q2 2026 Filing Summary

Linscomb Wealth, Inc. filed its 13F report for Q2 2026 on July 31, 2026. The portfolio totaled 2.31 B reflecting a +2.68% change from the prior quarter, spanning 311 assets. The top 10 holdings comprised 44.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 41 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Linscomb Wealth’s Q2 2026 Filing

Linscomb Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/31/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Linscomb Wealth reported a managed portfolio value of 2.31 B, consisting of 311 individual positions.

This page displays the raw filing documents. To see which stocks Linscomb Wealth bought or sold during Q2 2026, please visit Linscomb Wealth's Portfolio Analysis page.