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Gwen Wilmeth

Segment Wealth Management, Llc

Assets Managed
$1.928B
Holdings
311
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.11%(2Q avg: 5.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Segment Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Segment Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.928B in assets, with a quarterly growth rate of 13.11% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Gwen Wilmeth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.95%
6.28%
$120.91M
326,748 shares@ $370.04 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.23%
4.25%
$81.866M
163,605 shares@ $500.4 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -2.79%
3.63%
$69.949M
59,538 shares@ $1174.87 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.48%
3.33%
$64.142M
169,801 shares@ $377.75 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.16%
2.94%
$56.489M
76,710 shares@ $736.4 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 0.16%
2.63%
$50.576M
25,422 shares@ $1989.45 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.52%
2.52%
$48.579M
242,787 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.74%
2.3%
$44.247M
152,914 shares@ $289.37 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.19%
2.26%
$43.442M
40,795 shares@ $1064.9 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.08%
1.69%
$32.394M
90,647 shares@ $357.37 avg price

1-10 of 311