13F Insight
DOSSIER · 13F-HR · Q1 2026

Segment Wealth Management, LLC

Segment Wealth's asset manager based in Stamford, CT — $1.7B in tracked AUM across 309 positions as of Q1 2026.

SW
Segment Wealth·Stamford, CT·Asset Manager
CIK 0001575581 · last filed Mar 31, 2026
Total AUM
$1.7B
▼ 7.3%
vs prior
Holdings
309
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Segment Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$103M321K6.0%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$79M164K4.6%
03
GEV
GE VERNOVA INC
$53M61K3.1%
04
AVGO
BROADCOM INC
$53M172K3.1%
05
QQQ
INVESCO QQQ TR
$44M76K2.6%
06
NVDA
NVIDIA CORPORATION
$42M242K2.5%
07
AAPL
APPLE INC
$39M152K2.3%
08
XOM
EXXON MOBIL CORP
$35M204K2.0%
09
N07059210
ASML HLDG NV
$34M25K2.0%
10
WMT
WALMART INC
$31M253K1.8%

Filing history

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