Segment Wealth Management, LLC - Q22026 Holdings

Segment Wealth Management, LLC holds 311 stocks with a total portfolio value of $ 1.93B as of Q22026. In Q22026, Segment Wealth Management, LLC added 10 new positions, increased stakes in 159 stocks, reduced 74 holdings, and fully exited 7 positions. The largest holding is Vanguard Index Fds (VTI), representing 6.27% of the total portfolio.