Segment Wealth Management, LLC - Q12026 Holdings

Segment Wealth Management, LLC holds 308 stocks with a total portfolio value of $ 1.7B as of Q12026. In Q12026, Segment Wealth Management, LLC added 30 new positions, increased stakes in 122 stocks, reduced 110 holdings, and fully exited 38 positions. The largest holding is Vanguard Index Fds (VTI), representing 6.03% of the total portfolio.