Segment Wealth Management
$1.7B Assets Reported
346 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 320,507 | $103M | 6.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 163,983 | $79M | 4.6% |
| GEV | GE VERNOVA INC | 61,249 | $53M | 3.1% |
| AVGO | BROADCOM INC | 172,365 | $53M | 3.1% |
| QQQ | INVESCO QQQ TR | 75,837 | $44M | 2.6% |
| NVDA | NVIDIA CORPORATION | 241,532 | $42M | 2.5% |
| AAPL | APPLE INC | 151,792 | $39M | 2.3% |
| XOM | EXXON MOBIL CORP | 204,237 | $35M | 2.0% |
| ASML | ASML HLDG NV | 25,382 | $34M | 2.0% |
| WMT | WALMART INC | 253,183 | $31M | 1.8% |
Track Segment Wealth Management's 13F portfolio: $1.7B in reported holdings, 346 positions. Top holdings, AUM, and quarterly changes on SentiSense.