Segment Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EXXON MOBIL CORP | $24.76M | 1.4% |
| MCKESSON CORP | $24.88M | 1.4% |
| ASML HOLDING N V | $27.56M | 1.6% |
| Walmart Inc. | $28.18M | 1.6% |
| Alphabet Inc. | $28.93M | 1.7% |
| SPDR SERIES TRUST | $29.90M | 1.7% |
| BERKSHIRE HATHAWAY INC DEL | $31.70M | 1.8% |
| MICROSOFT CORP | $34.14M | 2.0% |
| Apple Inc. | $41.12M | 2.4% |
| GE Vernova Inc. | $42.74M | 2.5% |
| NVIDIA Corp | $44.69M | 2.6% |
| S&P Global Inc. | $45.88M | 2.7% |
| INVESCO QQQ TR | $47.57M | 2.8% |
| Broadcom Inc. | $60.37M | 3.5% |
| Warren E. Buffett | $82.15M | 4.8% |
| VANGUARD INDEX FDS | $108.15M | 6.3% |