Linscomb Wealth, Inc.
SEC Form 13F institutional filer · CIK 0001313294
13F-HR · 182 reported holdings · 2026-03-31
Linscomb Wealth, Inc. is a wealth management firm.
Reported long-US-equity value
$1.45B
Top-10 concentration
50.2%
Linscomb Wealth, Inc. — $1.45B AUM allocation strategy
Linscomb Wealth, Inc. files SEC Form 13F and reports $1.45B of long US equity value across 182 reported holdings for 2026-03-31.
Its largest sector bet is Financials 9.3%, followed by Energy 8.9% and Information Technology 8.9%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Linscomb Wealth, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.45B
total across 182 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XOM +279K sh · +$66.9M+$KIM +128K sh · +$2.95M+$KO +45.5K sh · +$3.6M
Biggest trims (shares)
−$IVV −243K sh · −$36.3M−$IVZ −119K sh · −$4M−$KMI −90.2K sh · −$300K
Exited to nil (held last quarter, gone now)
$EFX ($1.97M last qtr)$GIS ($1.18M last qtr)$RSG ($761K last qtr)$AJG ($677K last qtr)$STX ($446K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas8.9%—
- Asset Management & Custody Banks7.8%—
- Semiconductors2.6%—
- Technology Hardware, Storage & Peripherals2.3%—
- Systems Software2.3%—
- Semiconductor Materials & Equipment1.6%—
- Diversified Banks1.5%—
- Pharmaceuticals1.3%—
- Other holdings71.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 678K | $115M | +279K | 8.0% |
| $IVZ | Invesco Ltd | 2.07M | $99.8M | -119K | 6.9% |
| $AVGO | Broadcom Inc | 124K | $38.4M | -19.8K | 2.7% |
| $AAPL | Apple Inc | 131K | $33.2M | -26.8K | 2.3% |
| $MSFT | Microsoft Corporation | 88.3K | $32.7M | -17.4K | 2.3% |
| $LRCX | Lam Research Corporation | 113K | $24.1M | -44.9K | 1.7% |
| $JPM | JP Morgan Chase & Co | 76.6K | $22.5M | -19.5K | 1.6% |
…and 175 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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