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 51–100 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OEF | ISHARES TR | 33K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 43K | $1M+ | SH |
| APP | APPLOVIN CORP | 15K | $1M+ | SH |
| IMTM | ISHARES TR | 207K | $1M+ | SH |
| PII | POLARIS INC | 154K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 183K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 35K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 19K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 51K | $1M+ | SH |
| IWD | ISHARES TR | 39K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 252K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 35K | $1M+ | SH |
| AMZN | AMAZON COM INC | 32K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 120K | $1M+ | SH |
| GLD | SPDR GOLD TR | 18K | $1M+ | SH |
| BC | BRUNSWICK CORP | 88K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 20K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 50K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 14K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 66K | $1M+ | SH |
| COR | CENCORA INC | 16K | $1M+ | SH |
| XT | ISHARES TR | 74K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| IEFA | ISHARES TR | 57K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 15K | $1M+ | SH |
| IWF | ISHARES TR | 11K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 18K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 29K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 14K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 33K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 7K | $1M+ | SH |
| ITOT | ISHARES TR | 27K | $1M+ | SH |
| IHI | ISHARES TR | 63K | $1M+ | SH |
| SHOP | SHOPIFY INC | 24K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 133K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| CLS | CELESTICA INC | 11K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 6K | $1M+ | SH |
| IJK | ISHARES TR | 32K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 10K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 99K | $1M+ | SH |
| STEL | STELLAR BANCORP INC | 83K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 445 | $1M+ | SH |
| NFLX | NETFLIX INC | 25K | $1M+ | SH |