account_balance
Investment manager · 13F filer · SEC CIK 1575581
Segment Wealth Management, LLC
Reported value$1.94Bas of Sep 30, 2026
Positions314 16 new, 13 sold out
Top 10 weight30.9%VTI alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
6.3%
BRK-BBerkshire Hathaway Inc
4.2%
AVGOBroadcom Inc.
3.1%
QQQInvesco QQQ Tr
2.9%
NVDANVIDIA Corp
2.9%
GEVGE Vernova Inc.
2.8%Trimmed −4%
AAPLApple Inc.
2.6%
ASMLASML Holding NV
2.4%
MSFTMicrosoft Corp
2.0%
MPCMarathon Petroleum Corp
1.8%
XOMExxonMobil Holdings Corp
1.7%
CATCaterpillar Inc
1.7%
VTIVanguard Index FDS
6.3%
BRK-BBerkshire Hathaway Inc
4.2%
AVGOBroadcom Inc.
3.1%
QQQInvesco QQQ Tr
2.9%
NVDANVIDIA Corp
2.9%
GEVGE Vernova Inc.
2.8%
AAPLApple Inc.
2.6%
ASMLASML Holding NV
2.4%
MSFTMicrosoft Corp
2.0%
MPC1.8%XOM1.7%CAT1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 6.3% Held
BRK-B Berkshire Hathaway Inc 4.2% HeldAVGO Broadcom Inc. 3.1% HeldQQQ Invesco QQQ Tr 2.9% Held
NVDA NVIDIA Corp 2.9% HeldGEV GE Vernova Inc. 2.8% Trimmed −4%AAPL Apple Inc. 2.6% HeldASML ASML Holding NV 2.4% HeldMSFT Microsoft Corp 2.0% HeldMPC Marathon Petroleum Corp 1.8% HeldXOM ExxonMobil Holdings Corp 1.7% HeldCAT Caterpillar Inc 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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