Segment Wealth Management, LLC

Q3 2026 13F Detailed Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Value
$1.94B
Value excl. options
$1.94B
Num holdings
315
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/16/2026
Next filing
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