Segment Wealth Management, LLC
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$1.7B
Holdings
308
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q3 2025: Increased +1.1% (318.9k → 322.3k shares)
6.0%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Increased +1.7% (160.7k → 163.4k shares)
4.6%
03
$GEV
GE VERNOVA INC
Q4 2025: Sold 2.1% (66.8k → 65.4k shares)
3.1%
04
$AVGO
BROADCOM INC
Q4 2025: Sold 5.7% (185.0k → 174.4k shares)
3.1%
05
$NDQ
INVESCO QQQ TR
Q3 2025: Sold 2.4% (79.6k → 77.7k shares)
2.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2025: Sold 99.7% (140.0k → 400 shares)
2.5%
07
$AAPL
APPLE INC
Q2 2025: Sold 0.8% (152.5k → 151.3k shares)
2.3%
08
$XOM
EXXON MOBIL CORP
Q4 2025: Sold 1.1% (208.1k → 205.8k shares)
2.0%
09
$ASML
ASML HLDG NV
Q3 2025: Increased +0.8% (25.5k → 25.7k shares)
2.0%
10
$WMT
WALMART INC
Q2 2025: Sold 1.9% (259.3k → 254.3k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:55 UTC.