Segment Wealth Management, LLC

Q4 2025 13F Detailed Holdings

Location
Houston, TX
Holdings as of
12/31/2025
Value
$1.72B
Value excl. options
$1.72B
Num holdings
317
Date filed
1/28/2026
Form type
13F-HR
Prev filing
10/20/2025
Next filing
4/20/2026
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) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None