Holdings
Segment Wealth Management, LLC
As of Jun 30, 2026, Segment Wealth Management, LLC reported 196 positions worth US$1.41B. Largest: Berkshire Hathaway Inc., Ge Vernova Inc. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 222K | US$111M | −460 | Jun 30, 2026 |
| Ge Vernova Inc. | 59,538 | US$69.9M | −1,711 | Jun 30, 2026 |
| Broadcom Inc. | 170K | US$64.1M | −2,564 | Jun 30, 2026 |
| Asml Holding Nv | 25,422 | US$50.6M | +40 | Jun 30, 2026 |
| Nvidia Corporation | 243K | US$48.5M | +1,255 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 135K | US$48.3M | −1,154 | Jun 30, 2026 |
| Apple Inc | 153K | US$44.2M | +1,122 | Jun 30, 2026 |
| Caterpillar, Inc. | 40,795 | US$43.4M | −495 | Jun 30, 2026 |
| Walmart Inc. | 254K | US$28.7M | +329 | Jun 30, 2026 |
| Exxon Mobil Corporation | 206K | US$28.1M | +1,402 | Jun 30, 2026 |