Segment Wealth Management, LLC

Institutional manager (13F) · CIK 1575581

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$103M	320,507
2	BERKSHIRE HATHAWAY INC DEL	$79M	163,983
3	GE VERNOVA INC	$53M	61,249
4	BROADCOM INC	$53M	172,365
5	INVESCO QQQ TR	$44M	75,837
6	NVIDIA CORPORATION	$42M	241,332
7	APPLE INC	$39M	151,792
8	EXXON MOBIL CORP	$35M	204,237
9	ASML HLDG NV	$34M	25,382
10	WALMART INC	$31M	253,183
11	CATERPILLAR INC	$29M	41,290
12	BERKSHIRE HATHAWAY INC DEL	$28M	39
13	MICROSOFT CORP	$27M	72,205
14	ALPHABET INC	$26M	91,644
15	MCKESSON CORP	$26M	30,273
16	PARKER-HANNIFIN CORP	$25M	27,717
17	GARMIN LTD	$24M	104,501
18	S&P GLOBAL INC	$23M	53,684
19	SPDR SERIES TRUST	$23M	298,128
20	MARATHON PETE CORP	$22M	90,273
21	STATE STR SPDR S&P 500 ETF T	$22M	33,752
22	COSTCO WHOLESALE CORPORATION	$22M	21,584
23	VISA INC	$20M	66,471
24	MARRIOTT INTL INC NEW	$19M	59,451
25	AMPHENOL CORP	$19M	150,178
26	GOLDMAN SACHS GROUP INC	$19M	21,878
27	EOG RES INC	$18M	127,946
28	ALLSTATE CORP	$18M	88,120
29	STRYKER CORPORATION	$18M	54,745
30	MCDONALDS CORP	$18M	56,465
31	TJX COS INC NEW	$17M	109,093
32	MOTOROLA SOLUTIONS INC	$17M	39,989
33	CINTAS CORP	$17M	100,761
34	JPMORGAN CHASE & CO	$17M	56,500
35	PRINCIPAL EXCHANGE TRADED FD	$16M	254,893
36	HOME DEPOT INC	$16M	49,180
37	TEXAS INSTRS INC	$16M	83,198
38	INVESCO EXCHANGE TRADED FD T	$16M	292,992
39	SHERWIN WILLIAMS CO	$15M	46,958
40	UNION PAC CORP	$15M	61,657
41	META PLATFORMS INC	$15M	25,814
42	MARSH & MCLENNAN COS INC	$14M	83,148
43	ELI LILLY & CO	$14M	15,252
44	CONSTELLATION ENERGY CORP	$13M	47,712
45	ALPHABET INC	$13M	44,739
46	VANGUARD INDEX FDS	$12M	60,454
47	AUTOMATIC DATA PROCESSING IN	$12M	60,301
48	ENTERPRISE PRODS PARTNERS L	$12M	321,451
49	DANAHER CORP DEL	$12M	63,282
50	RIO TINTO PLC	$12M	124,387

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.