AiSiWhale

AI & tech investing

Segment Wealth Management, LLC

CIK 1575581

13F filing for Q2 2026・No. 1,683

Holdings
US$1.93B
Quarter change
+US$223.39M
Entries
312
Net bought (estimate)
+US$30M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 10
  • Sold out 7
  • Cut 76
  • Added 153
  • Corporate actions 0
  • Unchanged 72

Largest holdings

311 stocks worth US$1.93B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$120.91M6.27%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWCutUS$81.87M4.25%
GEVGE VERNOVA INCCOMCutUS$69.95M3.63%
AVGOBroadcomCOMCutUS$64.14M3.33%
QQQInvesco QQQUNIT SER 1AddedUS$56.49M2.93%
ASMLASML HLDG NVN Y REGISTRY SHSAddedUS$50.58M2.62%
NVDANvidiaCOMAddedUS$48.54M2.52%
AAPLAppleCOMAddedUS$44.25M2.30%
CATCATERPILLAR INCCOMCutUS$43.44M2.25%
GOOGLAlphabetCAP STK CL ACutUS$32.39M1.68%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.