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Portfolio (Quarterly) Guide ↗

Segment Wealth Management, LLC

· CIK 0001575581
13F Portfolio $1.7B AUM 309 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 113 Added 103 Reduced 38 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 4,117.0 $272K 0.02% NEW $65.99 +12.0%
22 INTC INTEL CORP Technology 5,819.0 $257K 0.01% NEW $44.13 +171.6%
23 XLU SELECT SECTOR SPDR TR 5,503.0 $253K 0.01% NEW $45.89 -1.2%
24 TPYP TORTOISE CAPITAL SERIES TRUS 5,570.0 $236K 0.01% NEW $42.36 +4.2%
25 IBHH ISHARES TR 9,980.0 $234K 0.01% NEW $23.47 +0.2%
26 AMAT APPLIED MATLS INC Technology 685.0 $234K 0.01% NEW $341.79 +26.4%
27 VDE VANGUARD WORLD FD 1,350.0 $234K 0.01% NEW $173.04 -2.9%
28 ISHARES TR 9,150.0 $233K 0.01% NEW $25.45
29 BSCW INVESCO EXCH TRD SLF IDX FD 11,080.0 $228K 0.01% NEW $20.59 -0.9%
30 MTN VAIL RESORTS INC Consumer Cyclical 1,600.0 $205K 0.01% NEW $128.32 -0.5%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Financial Services 19.8%
Industrials 11.6%
Energy 9.4%
Consumer Cyclical 8.3%
Healthcare 6.4%
Utilities 5.9%
Communication Services 5.2%
Consumer Defensive 4.8%
Basic Materials 2.3%