Segment Wealth Management, LLC
Segment Wealth Management, LLC reported 312 positions worth $1.93B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VTI (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $120.9M | 6.27% | 326,748 | — | — | |
| ▸ 2 | BRK-B | SH | $81.9M | 4.25% | 163,605 | — | — | |
| ▸ 3 | GEV | SH | $69.9M | 3.63% | 59,538 | — | — | |
| ▸ 4 | AVGO | SH | $64.1M | 3.33% | 169,801 | — | — | |
| ▸ 5 | QQQ | SH | $56.5M | 2.93% | 76,710 | — | — | |
| ▸ 6 | ASML | SH | $50.6M | 2.62% | 25,422 | — | — | |
| ▸ 7 | NVDA | SH | $48.5M | 2.52% | 242,587 | — | — | |
| ▸ 8 | AAPL | SH | $44.2M | 2.30% | 152,914 | — | — | |
| ▸ 9 | CAT | SH | $43.4M | 2.25% | 40,795 | — | — | |
| ▸ 10 | GOOGL | SH | $32.4M | 1.68% | 90,647 | — | — |
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Frequently Asked Questions
What stocks does Segment Wealth Management, LLC hold as of Q2 2026?
Segment Wealth Management, LLC reported 312 positions worth $1.93B in its Q2 2026 13F filing. Largest positions: VTI (6.3%), BRK-B (4.2%), GEV (3.6%), AVGO (3.3%) and QQQ (2.9%).
What did Segment Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Segment Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.