Institutions / Segment Wealth Management, LLC
Segment Wealth Management, LLC
CIK 1575581 · Institution · as of Dec 31, 2025
Portfolio value
$1.72B
Positions
316
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 316 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $108.15M | 6.3% |
| Warren E. Buffett | $82.15M | 4.8% |
| Broadcom Inc. | $60.37M | 3.5% |
| Invesco Qqq Tr | $47.57M | 2.8% |
| S&P Global Inc. | $45.88M | 2.7% |
| NVIDIA Corp | $44.69M | 2.6% |
| GE Vernova Inc. | $42.74M | 2.5% |
| Apple Inc. | $41.12M | 2.4% |
| Microsoft Corp | $34.14M | 2.0% |
| Berkshire Hathaway Inc Del | $31.70M | 1.8% |
| SPDR Series Trust | $29.90M | 1.7% |
| Alphabet Inc. | $28.93M | 1.7% |
| Walmart Inc. | $28.18M | 1.6% |
| Asml Holding N V | $27.56M | 1.6% |
| McKesson Corp | $24.88M | 1.4% |
| Exxon Mobil Corp | $24.76M | 1.4% |
| Parker-Hannifin Corp | $24.62M | 1.4% |
| Caterpillar Inc | $24.16M | 1.4% |
| Apollo Global Management, Inc. | $23.55M | 1.4% |
| SPDR S&P 500 ETF Tr | $23.28M | 1.4% |
| Visa Inc | $22.64M | 1.3% |
| Intuit Inc. | $21.08M | 1.2% |
| Garmin Ltd | $21.03M | 1.2% |
| Amphenol Corp /De | $20.15M | 1.2% |
| Marriott International Inc/MD | $18.78M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.