Segment Wealth Management
$1.9B 13F equity value
318 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Segment Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 326,748 | $121M | 6.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 163,605 | $82M | 4.2% |
| GEV | GE VERNOVA INC | 59,538 | $70M | 3.6% |
| AVGO | BROADCOM INC | 169,801 | $64M | 3.3% |
| QQQ | INVESCO QQQ TR | 76,710 | $56M | 2.9% |
| ASML | ASML HLDG NV | 25,422 | $51M | 2.6% |
| NVDA | NVIDIA CORPORATION | 242,587 | $49M | 2.5% |
| AAPL | APPLE INC | 152,914 | $44M | 2.3% |
| CAT | CATERPILLAR INC | 40,795 | $43M | 2.3% |
| GOOGL | ALPHABET INC | 90,647 | $32M | 1.7% |
Track Segment Wealth Management's 13F portfolio: $1.9B in reported holdings, 318 positions. Top holdings and quarterly changes on SentiSense.
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