Segment Wealth Management, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,704,420
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 309 | 1,704,420 | 13F-HR | Segment Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 317 | 1,724,345 | 13F-HR | Segment Wealth Management, LLC |
| Q3 2025 | 10/20/2025 | 284 | 1,668,588 | 13F-HR | Segment Wealth Management, LLC |
| Q2 2025 | 7/21/2025 | 286 | 1,575,589 | 13F-HR | Segment Wealth Management, LLC |
| Q2 2014 | 7/28/2014 | 171 | 258,294 | 13F-HR | Segment Wealth Management, LLC |
| Q1 2014 | 4/25/2014 | 154 | 215,075 | 13F-HR | Segment Wealth Management, LLC |
| Q4 2013 | 1/17/2014 | 156 | 202,743 | 13F-HR | Segment Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
35
(0.0% of total reported value)
· QoQ Δ:
-2
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.293 M | 75.9% | 0 | 295.9 K | -295.9 K |
| ETFs | 394.6 K | 23.2% | 272.3 K | 0 | 272.3 K |
| Debt | 16.44 K | 1.0% | 3.659 K | 0 | 3.659 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,704,420
Holdings
309
QoQ value change ($000)
-19,925
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.