Segment Wealth Management, LLC — 13F holdings

Segment Wealth Management, LLC reported 312 holdings worth $1.93B in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $121M (6.3%)
  2. BRK.B BERKSHIRE HATHAWAY INC DEL — $81.9M (4.2%)
  3. GEV GE VERNOVA INC — $69.9M (3.6%)
  4. AVGO BROADCOM INC — $64.1M (3.3%)
  5. QQQ Invesco Qqq Tr — $56.5M (2.9%)
  6. ASML ASML Holding N V — $50.6M (2.6%)
  7. NVDA NVIDIA CORPORATION — $48.6M (2.5%)
  8. AAPL APPLE INC — $44.2M (2.3%)
  9. CAT CATERPILLAR INC — $43.4M (2.3%)
  10. GOOGL ALPHABET INC — $32.4M (1.7%)