Segment Wealth Management, LLC: 13F holdings
CIK 15755812026Q2
| Positions | 311 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 311 (+3 vs prior quarter) |
|---|
| Reported value | $1.9bn (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 326,748 | $120.9m | 6.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 163,605 | $81.9m | 4.2% |
| GEV GE VERNOVA INC | 59,538 | $69.9m | 3.6% |
| AVGO BROADCOM INC | 169,801 | $64.1m | 3.3% |
| QQQ INVESCO QQQ TR | 76,710 | $56.5m | 2.9% |
| ASML HLDG NV | 25,422 | $50.6m | 2.6% |
| NVDA NVIDIA CORPORATION | 242,587 | $48.5m | 2.5% |
| AAPL APPLE INC | 152,914 | $44.2m | 2.3% |
| CAT CATERPILLAR INC | 40,795 | $43.4m | 2.3% |
| GOOGL ALPHABET INC | 90,647 | $32.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1575581")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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