Segment Wealth Management, LLC

Q2 2025 13F Detailed Holdings

Location
Houston, TX
Holdings as of
6/30/2025
Value ($000)
$1,575,589
Num holdings
286
Date filed
7/21/2025
Form type
13F-HR
Prev filing
4/21/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None