Segment Wealth Management, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$972.41M
13F filings
1
Latest filing
Aug 22, 2023

Top 10 holdings

VTI $57.61M
5.92% of AUM
BRK.A $46.13M
4.74% of AUM
BRK.A $36.25M
3.73% of AUM
AAPL $28.43M
2.92% of AUM
AVGO $22.41M
2.30% of AUM
MSFT $20.97M
2.16% of AUM
SPY $14.92M
1.53% of AUM
IEFA $14.53M
1.49% of AUM
SYK $14.01M
1.44% of AUM
MMC $13.60M
1.40% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Segment Wealth Management, LLC. Reported assets under management total $972.41M.

View live Segment Wealth Management, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Segment Wealth Management, LLC have under management?
Per Segment Wealth Management, LLC's most recent SEC Form 13F filing dated Aug 22, 2023, total assets under management are $972.41M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Segment Wealth Management, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Segment Wealth Management, LLC. Filings are due 45 days after quarter-end.
Where does Segment Wealth Management, LLC's holdings data come from?
Every position shown on this page sources back to Segment Wealth Management, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.