Linscomb Wealth, Inc.
•CIK: 1313294•Filing: Q4 2025
**Linscomb & Williams, Inc.** manages $2.4B across a diversified portfolio of 305 positions. The fund exhibits significant exposure to international equity via VEA ($273.8M) and IVV ($211.1M). Core holdings also include major index components such as IJH ($106.5M) and PRF ($99.9M), alongside substantial allocations to technology and energy leaders like MSFT ($51.1M) and XOM ($48.1M). This structure suggests a global, multi-sector approach anchored by established market leaders.
Total AUM
$2.4B
QoQ Performance
+2.6%
Positions
227
Top 10 Concentration
46.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
IVV
VEA11.5%
IVV8.9%
IJH4.5%
PRF4.2%
DON4.0%
EFA3.9%
MSFT2.1%
VTI2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.5%
Technology12.2%
ETF9.5%
Financial4.8%
Healthcare4.3%
Consumer2.6%
Energy2.3%
Industrial2.3%
🚪 Exited Positionssold since Q3 2025
+104 more exited positions
Changes from Q3 2025
NEW2 new positions
↑91 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023