Segment Wealth Management, LLC - Q42025 Holdings

Segment Wealth Management, LLC holds 316 stocks with a total portfolio value of $ 1.72B as of Q42025. In Q42025, Segment Wealth Management, LLC added 38 new positions, increased stakes in 127 stocks, reduced 84 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VTI), representing 6.27% of the total portfolio.