Segment Wealth Management, LLC
•CIK: 1575581•Filing: Q4 2025
**Segment Wealth Management, LLC** manages $1.7B across a diversified portfolio of 316 positions. The firm maintains significant exposure to market leaders, highlighted by a $108.1M holding in VTI and a substantial $82.1M allocation to BRK/B. Key concentrations include technology and infrastructure names, with notable positions in AVGO ($60.4M), NDQ ($47.6M), and NVDA ($44.7M). This structure suggests a core focus on established growth equities and market capitalization leaders.
Total AUM
$1.7B
QoQ Performance
+3.3%
Positions
244
Top 10 Concentration
32.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI6.3%
BRK/B4.8%
AVGO3.5%
NDQ2.8%
SPGI2.7%
NVDA2.6%
GEV2.5%
AAPL2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.2%
Technology17.4%
Financial10.1%
Consumer6.8%
Industrial2.6%
Healthcare2.4%
Energy2.3%
ETF1.8%
🚪 Exited Positionssold since Q3 2025
+84 more exited positions
Changes from Q3 2025
NEW6 new positions
↑99 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023