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Lyda Iturralde

Linscomb Wealth, Inc.

Assets Managed
$2.247B
Holdings
335
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-5.66%(2Q avg: -1.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Linscomb Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 335 positions.

Assets under management

The assets under management (AUM) of Linscomb Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.247B in assets, with a quarterly growth rate of -5.66% and a 2-quarter average growth rate of -1.52%. The portfolio is managed by Lyda Iturralde, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -11.1%
11.12%
$249.709M
3.897M shares@ $64.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -7.13%
8.32%
$186.938M
286,184 shares@ $653.21 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 69.83%
5.12%
$115.053M
678,138 shares@ $169.67 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased -7.2%
4.18%
$93.918M
1.976M shares@ $47.53 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -15.37%
4.11%
$92.242M
1.366M shares@ $67.53 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -10.48%
3.79%
$85.06M
875,729 shares@ $97.13 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Decreased -14.4%
3.7%
$82.95M
1.579M shares@ $52.54 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.94%
2.01%
$45.125M
140,659 shares@ $320.82 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -13.76%
1.71%
$38.352M
123,910 shares@ $309.52 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -7.62%
1.67%
$37.493M
256,908 shares@ $145.94 avg price

1-10 of 335