§ 13F · FUND PROFILE
Segment Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1575.6T (13F)Positions · 286Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1724.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 323K | $108.1T | 6.3% | NEW |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 163K | $82.1T | 4.8% | NEW |
| 3 | AVGO | BROADCOM INC | 174K | $60.4T | 3.5% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 77K | $47.6T | 2.8% | NEW |
| 5 | SPGI | S&P GLOBAL INC | 88K | $45.9T | 2.7% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 240K | $44.7T | 2.6% | NEW |
| 7 | GEV | GE VERNOVA INC | 65K | $42.7T | 2.5% | NEW |
| 8 | AAPL | APPLE INC | 151K | $41.1T | 2.4% | NEW |
| 9 | MSFT | MICROSOFT CORP | 71K | $34.1T | 2.0% | NEW |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 42 | $31.7T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEGMENT SIGNAL
AC read
Segment Wealth Management, LLC is a Other fund managing $1575589.4 trillion in assets. The fund runs a broad portfolio of 286 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed