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

Segment Wealth Management, LLC

$1.7B in tracked AUM across 309 positions as of Q1 2026.

SW
CIK 0001575581 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
309
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$972M▲ 10.0%
213 positionsLocked
Showing 12 of 50