Segment Wealth Management, LLC - Q32026 Holdings

Segment Wealth Management, LLC holds 314 stocks with a total portfolio value of $ 1.94B as of Q32026. In Q32026, Segment Wealth Management, LLC added 18 new positions, increased stakes in 105 stocks, reduced 98 holdings, and fully exited 15 positions. The largest holding is Vanguard Index Fds (VTI), representing 6.31% of the total portfolio.