Segment Wealth Management, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,927,811
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 312 | 1,927,811 | 13F-HR | Segment Wealth Management, LLC |
| 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):
40
(0.0% of total reported value)
· QoQ Δ:
+5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.445 M | 75.0% | 152.1 K | 0 | 152.1 K |
| ETFs | 464.4 K | 24.1% | 69.82 K | 0 | 69.82 K |
| Debt | 17.92 K | 0.9% | 1.484 K | 0 | 1.484 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,927,811
Holdings
312
QoQ value change ($000)
223,391
(13.1%)
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.