CIK 1575581
Segment Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
316
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 323K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 163K | $1M+ | SH |
| AVGO | BROADCOM INC | 174K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 77K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 88K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 240K | $1M+ | SH |
| GEV | GE VERNOVA INC | 65K | $1M+ | SH |
| AAPL | APPLE INC | 151K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 71K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 42 | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 373K | $1M+ | SH |
| GOOGL | ALPHABET INC | 92K | $1M+ | SH |
| WMT | WALMART INC | 253K | $1M+ | SH |
| ASML | ASML HOLDING N V | 26K | $1M+ | SH |
| MCK | MCKESSON CORP | 30K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 206K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 28K | $1M+ | SH |
| CAT | CATERPILLAR INC | 42K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 163K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 34K | $1M+ | SH |
| V | VISA INC | 65K | $1M+ | SH |
| INTU | INTUIT | 32K | $1M+ | SH |
| GRMN | GARMIN LTD | 104K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 149K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 61K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 53K | $1M+ | SH |
| CTAS | CINTAS CORP | 99K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 21K | $1M+ | SH |
| ALL | ALLSTATE CORP | 87K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 20K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 256K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 295K | $1M+ | SH |
| MCD | MCDONALDS CORP | 55K | $1M+ | SH |
| TJX | TJX COS INC NEW | 109K | $1M+ | SH |
| META | META PLATFORMS INC | 25K | $1M+ | SH |
| HD | HOME DEPOT INC | 47K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 59K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 38K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 78K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 44K | $1M+ | SH |
| GOOG | ALPHABET INC | 45K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 79K | $1M+ | SH |
| UNP | UNION PAC CORP | 59K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 59K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 62K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 47K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| EOG | EOG RES INC | 118K | $1M+ | SH |
| TRGP | TARGA RES CORP | 61K | $1M+ | SH |