Segment Wealth Management, LLC - Portfolio overview
Segment Wealth Management, LLC has 333 reported holdings in this dataset, with the latest filing dated 2026-04-20.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 5.73%
- BRKB - BERKSHIRE HATHAWAY INC DEL, 4.38%
- GEV - GE VERNOVA INC, 2.98%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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