13F Insight
DOSSIER · 13F-HR · Q2 2026

Segment Wealth Management, LLC

$1.9B in tracked AUM across 312 positions as of Q2 2026.

SW
CIK 0001575581 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
312
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Segment Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$121M327K6.3%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$82M164K4.2%03
GEV
GE VERNOVA INC
$70M60K3.6%04
AVGO
BROADCOM INC
$64M170K3.3%05
QQQ
INVESCO QQQ TR
$56M77K2.9%06
N07059210
ASML HLDG NV
$51M25K2.6%07
NVDA
NVIDIA CORPORATION
$49M243K2.5%08
AAPL
APPLE INC
$44M153K2.3%09
CAT
CATERPILLAR INC
$43M41K2.3%10
GOOGL
ALPHABET INC
$32M91K1.7%

Filing history

2026Q2Jun 30
$1.9B▲ 13.1%
312 positionsView →2026Q1Mar 31
$1.7B▼ 1.2%
309 positionsView →2025Q4Dec 31
$1.7B▲ 3.3%
317 positionsView →2025Q3Sep 30
$1.7B▲ 5.9%
284 positionsView →2025Q2Jun 30
$1.6B▲ 6.6%
286 positionsLocked2025Q1Mar 31
$1.5B▲ 0.8%
282 positionsLocked2024Q4Dec 31
$1.5B▲ 0.8%
262 positionsLocked2024Q3Sep 30
$1.5B▲ 7.4%
263 positionsLocked2024Q2Jun 30
$1.4B▲ 3.0%
259 positionsLocked2024Q1Mar 31
$1.3B▲ 16.2%
254 positionsLocked2023Q4Dec 31
$1.1B▲ 15.1%
247 positionsLocked2023Q3Sep 30
$984M▲ 1.2%
219 positionsLocked
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