Linscomb Wealth, Inc.
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Linscomb Wealth, Inc. right now?
Linscomb Wealth's Q1 2026 13F-HR discloses $2.2B across 334 positions, with ETF wrappers dominating the top of the book. VEA (11.1%), IVV (8.3%), PRF (4.2%), IJH (4.1%), and EFA (3.8%) collectively account for roughly one-third of reported equity exposure, indicating heavy reliance on passive and factor-based vehicles. XOM at 5.1% represents the largest single-stock allocation.
Notable share-count increases in IEFA (+767%), IQLT (+163%), and KIM (+391%) extend the international and dividend-oriented tilt already visible in the top holdings. KO (+198%) and NFLX (+165%) added single-stock concentration at the margins.
Quarterly alpha versus SPY has oscillated between -3.0% and +1.0% over the past four periods, with Q1 2026 registering -0.3%. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Linscomb Wealth, Inc.
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:33 UTC.