Linscomb & Williams is an investment fund managing more than $1.71 trillion ran by Lyda Iturralde. There are currently 206 companies in Mrs. Iturralde’s portfolio. The largest investments include Vanguard Tax-managed Fds and Ishares Tr, together worth $561 billion.

Limited to 30 biggest holdings

$1.71 trillion Assets Under Management (AUM)

As of 3rd October 2023, Linscomb & Williams’s top holding is 3,934,737 shares of Vanguard Tax-managed Fds currently worth over $172 billion and making up 10.1% of the portfolio value.In addition, the fund holds 3,038,408 shares of Ishares Tr worth $389 billion. The third-largest holding is Wisdomtree Tr worth $143 billion and the next is Invesco Exchange Traded Fd T worth $72.2 billion, with 2,226,310 shares owned.

Currently, Linscomb & Williams's portfolio is worth at least $1.71 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Linscomb & Williams

The Linscomb & Williams office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Lyda Iturralde serves as the Chief Compliance Officer & Chief of Staff at Linscomb & Williams.