Segment Wealth Management, LLC - Portfolio Stock Holdings
Segment Wealth Management, LLC disclosed 326 stock positions in a recent SEC 13F filing. $1,940,627,554 of stock holdings were filed, with the largest holdings including VTI, BRK.B, and AVGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,069,231,258 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
326Est. Stock Holding Value:
$1,940,627,554Top Stock Holdings By Sector
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Portfolio Stock Holdings - Segment Wealth Management, LLC
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Portfolio Options Holdings - Segment Wealth Management, LLC
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