Linscomb Wealth, Inc.
Annual return '25
+50.4%
SPY '25
+17.7%
Alpha
+32.6ptsvs SPY
Invested
$2.2B
Holdings
334
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 4.26M shares)
11.1%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 310.4k shares)
8.3%
03
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 375.5k shares)
5.1%
04
$PRF
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 2.12M shares)
4.2%
05
$IJH
ISHARES TR
Q4 2025: Exited (was 1.59M shares)
4.1%
06
$EFA
ISHARES TR
Q1 2026: New position (503.6k shares)
3.8%
07
$DON
WISDOMTREE TR
Q4 2025: Exited (was 1.83M shares)
3.7%
08
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 151.7k shares)
2.0%
09
$AVGO
BROADCOM INC
Q4 2025: Exited (was 148.3k shares)
1.7%
10
$SDY
SPDR SERIES TRUST
Q4 2025: Exited (was 278.4k shares)
1.7%
Recent 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 · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:29 UTC.