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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSPH INVESCO EXCHANGE TRADED FD T 7,000.0 $211K 0.01% -4K -34.3% $30.19 +2.9%
302 QLD PROSHARES TR 3,394.0 $207K 0.01% $61.00 +52.6%
303 CRGY CRESCENT ENERGY COMPANY Energy 15,255.0 $206K 0.01% $13.50 -2.2%
304 JHML JOHN HANCOCK EXCHANGE TRADED 2,630.0 $206K 0.01% -2K -42.1% $78.27 +12.1%
305 MTN VAIL RESORTS INC Consumer Cyclical 1,600.0 $205K 0.01% NEW $128.32 -0.5%
306 NOBL PROSHARES TR 1,930.0 $205K 0.01% $106.01 +1.7%
307 UPRO PROSHARES TR 2,065.0 $200K 0.01% +240.0 +13.2% $96.98 +47.5%
308 ATEC ALPHATEC HLDGS INC Healthcare 10,108.0 $110K 0.01% -13K -56.0% $10.88 -24.0%
309 NVDA CALL NVIDIA CORPORATION Technology 200.0 $35K 0.00% $174.40 +23.5%
Page 16 of 16  ·  309 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%