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Linscomb Wealth, Inc.
Phillip Hamman · Investment Advisor · Multi-Strategy
Linscomb Wealth, Inc., founded in 1971 by Dan Linscomb, is a Houston-based fee-only wealth management firm and a wholly owned subsidiary of Cadence Bank. With over 50 years of history, the institution provides holistic financial planning and investment advisory services to high-net-worth individuals and families. The firm focuses on managing multi-generational wealth through a team-based fiduciary approach, offering expertise in tax planning, estate coordination, and personalized portfolio management. Originally known as Linscomb & Williams, it rebranded to Linscomb Wealth in early 2024 to better reflect its comprehensive suite of services and regional expansion across Texas and Alabama.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.3% |
| YTD return | +15.3% |
| Sharpe ratio | 3.46 |
| Win rate | 59% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://linscombwealth.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| XOM | Exxon Mobil Corp | 19.4% | +13.9% |
| AVGO | Broadcom Inc | 8.9% | +5.0% |
| MSFT | Microsoft Corporation | 7.6% | +2.2% |
| AAPL | Apple Inc | 7.3% | +30.6% |
| LRCX | Lam Research Corp | 6.3% | +51.8% |
| GOOGL | Alphabet Inc Class A | 6.1% | +29.2% |
| JPM | JPMorgan Chase & Co | 5.0% | +9.5% |
| AMZN | Amazon.com Inc | 3.8% | +10.6% |
| ABBV | AbbVie Inc | 3.7% | +11.3% |
| JNJ | Johnson & Johnson | 3.6% | +34.1% |
| WSM | Williams-Sonoma Inc | 3.6% | +16.7% |
| CMI | Cummins Inc | 3.3% | +11.2% |
| CSCO | Cisco Systems Inc | 3.2% | +26.4% |
| RTX | Raytheon Technologies Corp | 3.1% | +8.6% |
| BAC | Bank of America Corp | 2.8% | +8.4% |
| C | Citigroup Inc | 2.7% | +27.4% |
| V | Visa Inc. Class A | 2.4% | +9.1% |
| CVX | Chevron Corp | 2.4% | +14.5% |
| PM | Philip Morris International Inc | 2.3% | -0.6% |
| MRK | Merck & Company Inc | 2.3% | +14.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | V | 2.4% → 2.4% |
| Sep 21, 2026 | SELL | JNJ | 3.6% → 3.6% |
| Sep 21, 2026 | SELL | GOOGL | 6.1% → 6.1% |
| Sep 21, 2026 | BUY | CMI | 3.3% → 3.3% |
| Sep 21, 2026 | BUY | XOM | 19.4% → 19.4% |
Investment Style Analysis
Linscomb Wealth, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Linscomb Wealth, Inc. made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Linscomb Wealth follows a fee-only, fiduciary investment philosophy centered on personalized, comprehensive financial planning and strategic asset allocation. The firm emphasizes long-term wealth preservation and growth by constructing globally diversified portfolios tailored to each client's specific risk tolerance and financial goals. Their disciplined investment process integrates in-house research with a focus on high-quality publicly traded securities and diversified asset classes. By aligning investment management with tax optimization, estate planning, and risk mitigation, the firm aims to provide clarity and confidence for multi-generational wealth transfer and individual financial security.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Linscomb Wealth, Inc..
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Frequently asked questions
How is the simulated portfolio for Linscomb Wealth, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Linscomb Wealth, Inc.'s largest holding?
As of the latest filing, Linscomb Wealth, Inc.'s top position is Exxon Mobil Corp (XOM), representing 19.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Linscomb Wealth, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +24.3% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.46, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Linscomb Wealth, Inc. primarily invest in?
Linscomb Wealth, Inc. has a strong preference for the Oil & Gas Integrated sector, which makes up 21.9% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Linscomb Wealth, Inc.'s portfolio concentrated or diversified?
Linscomb Wealth, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Linscomb Wealth, Inc. performed in 2026?
Our AI-simulated model portfolio for Linscomb Wealth, Inc. tracks a Year-to-Date (YTD) return of +15.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Phillip Hamman manage Linscomb Wealth, Inc. directly?
Yes, Phillip Hamman serves as the key portfolio manager for Linscomb Wealth, Inc., overseeing the investment strategy and final capital allocation decisions.