Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Segment Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Segment Wealth Management, LLC (CIK 1575581) reported $1.93B across 311 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($120.9M, 6.27%), BRK/B ($81.9M, 4.25%), GEV ($69.9M, 3.63%), AVGO ($64.1M, 3.33%), QQQ ($56.5M, 2.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$120.9M6.27%326,748Added
2BRK/BBERKSHIRE HATHAWAY INC DEL$81.9M4.25%163,605Trimmed
3GEVGE VERNOVA INC$69.9M3.63%59,538Trimmed
4AVGOBROADCOM INC$64.1M3.33%169,801Trimmed
5QQQINVESCO QQQ TR$56.5M2.93%76,710Added
6ASMLASML HLDG NV$50.6M2.62%25,422Added
7NVDANVIDIA CORPORATION$48.6M2.52%242,787Added
8AAPLAPPLE INC$44.2M2.30%152,914Added
9CATCATERPILLAR INC$43.4M2.25%40,795Trimmed
10GOOGLALPHABET INC$32.4M1.68%90,647Trimmed
11BRK/ABERKSHIRE HATHAWAY INC DEL$29.2M1.51%39Hold
12WMTWALMART INC$28.7M1.49%253,512Added
13SPLGSPDR SERIES TRUST$28.3M1.47%321,618Added
14XOMEXXON MOBIL CORP$28.1M1.46%205,639Added
15PHPARKER-HANNIFIN CORP$27.1M1.41%27,693Trimmed
16MSFTMICROSOFT CORP$27.3M1.41%73,059Added
17APHAMPHENOL CORP$26.9M1.39%152,384Added
18SPYSTATE STR SPDR S&P 500 ETF T$25.3M1.31%33,912Added
19GRMNGARMIN LTD$25.0M1.30%105,219Added
20TXNTEXAS INSTRS INC$24.9M1.29%83,685Added
21VVISA INC$23.4M1.22%68,283Added
22MPCMARATHON PETE CORP$23.3M1.21%91,147Added
23MCKMCKESSON CORP$23.0M1.19%30,383Added
24GSGOLDMAN SACHS GROUP INC$22.5M1.16%22,204Added
25MARMARRIOTT INTL INC NEW$22.1M1.15%59,636Added

Source: SEC Form 13F filings · as of 2026-06-30