13F
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Linscomb Wealth, Inc.

13F equity value
$2.2B
Positions
335
Top 10 concentration
45.7%
Quarters / total new picks
30 / 315
13F equity value over time
$0M$1B$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 30 quarters, returned +4.4% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 60.0% of quarters (excess t = 1.19, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.3%
t-stat
1.19
Quarterly win rate
60%
Annualized excess
+6.3%
$1 → follow vs universe
$3.23 vs $2.14
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220930: universe 1.49020221231: universe 1.38420230630: universe 1.33520230930: universe 1.51520231231: universe 1.58320240331: universe 1.61820240630: universe 1.76520240930: universe 1.75020241231: universe 1.63320250331: universe 1.78120250630: universe 1.83720250930: universe 2.06520251231: universe 2.137 20180331: follow 0.96620180630: follow 0.91820180930: follow 0.99420181231: follow 1.04220190331: follow 1.05320190630: follow 1.14420190930: follow 1.33920191231: follow 1.15120200331: follow 1.36620200630: follow 1.50420200930: follow 1.60220201231: follow 1.55920210331: follow 1.53620210630: follow 1.60320210930: follow 1.65420211231: follow 1.46720220331: follow 1.57620220930: follow 1.49920221231: follow 1.43220230630: follow 1.43420230930: follow 1.59520231231: follow 1.69020240331: follow 1.82520240630: follow 1.87120240930: follow 2.12220241231: follow 2.17420250331: follow 2.34620250630: follow 2.52420250930: follow 2.47620251231: follow 3.233 0.84 2.16 3.49 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 335 · 2026 Q1

Ticker Value Weight QoQ
VEA $250M
11.1%
TRIM
IVV $187M
8.3%
TRIM
XOM $115M
5.1%
ADD
PRF $94M
4.2%
TRIM
IJH $92M
4.1%
TRIM
EFA $85M
3.8%
TRIM
DON $83M
3.7%
TRIM
VTI $45M
2.0%
TRIM
AVGO $38M
1.7%
TRIM
SDY $37M
1.7%
TRIM
AAPL $33M
1.5%
TRIM
MSFT $33M
1.5%
TRIM
DHS $33M
1.5%
TRIM
DFLV $30M
1.3%
ADD
LRCX $24M
1.1%
TRIM
JPM $23M
1.0%
TRIM
IQLT $21M
0.9%
ADD
AVIV $19M
0.9%
TRIM
JNJ $18M
0.8%
TRIM
FBND $18M
0.8%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

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Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.