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Q1 2026 Filing
Segment Wealth Management, LLC
Q1 2026 Filing
Filed April 20, 2026
Portfolio Value
$244.7B
Holdings
308
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (308 positions)
#
Stock
Shares
Value
% Portfolio
Type
301
IJT
ISHARES TR
1,600
$232K
0.00%
302
QCOM
QUALCOMM INC
1,759
$227K
0.00%
303
DTE
DTE ENERGY CO
1,525
$223K
0.00%
304
IVE
ISHARES TR
1,054
$223K
0.00%
305
ITA*
ISHARES TR
1,000
$219K
0.00%
306
MMM
3M CO
1,462
$212K
0.00%
307
MTN
VAIL RESORTS INC
1,600
$205K
0.00%
308
NOBL
PROSHARES TR
1,930
$205K
0.00%
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