Linscomb Wealth Inc Portfolio Changes Q2 2026

Linscomb Wealth Inc's portfolio saw notable changes during the second quarter of 2026. The firm managed its holdings through a combination of strategic reductions and additions to specific sectors.

Among the most significant adjustments was the reduction in exposure to several large-cap index funds:

• VEA, Vanguard's tax-managed fund, experienced a slight decrease of 4.3% in shares held.
• IVV, iShares Core S&P Total U.S. Stock Market ETF, saw a small reduction of approximately 1.9% in its share count.
• PRF, Invesco's Exchange Traded Fund Trust, also decreased by about 2.3%, reflecting ongoing management.
• Additionally, IJH and DON showed decreases in their portfolio allocations during this period.

In contrast, Linscomb Wealth Inc demonstrated strong buying activity in certain areas:

• The firm significantly increased its position in PYLD, Pimco's ETF TR, adding over 277% worth of value through a substantial increase in shares.
• Another notable purchase was FBND, Fidelity Merrimack Strategic Trust, which saw its portfolio allocation grow by nearly 40%, indicating strong confidence in this fund.
• The investor also added shares to VTEB, Vanguard Municipal Bond ETF, and increased holdings of CGIE.

These changes occurred alongside the investor's overall portfolio strategy. The total portfolio value stood at $2.3 billion as of June 30, 2026.

The bulk of Linscomb Wealth Inc's holdings remain concentrated in broad-based funds and ETFs like VEA ($1.1 billion) and IVV ($902 million), which continue to form the core of their investment approach despite recent share reductions.

The investor also maintained a significant allocation in other sectors, including Technology (XOM, LRCX) and Energy (XOM, ET), though specific stock holdings within these sectors showed mixed results.