Segment Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.7T
Holdings
316
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (316 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | IBITISHARES BITCOIN TRUST ETF | 4,400 | $218.0M | 0.01% | |
| 302 | REEVEREST GROUP LTD | 640 | $217.0M | 0.01% | |
| 303 | MMM3M CO | 1,350 | $216.0M | 0.01% | |
| 304 | ITA*ISHARES TR | 1,000 | $214.0M | 0.01% | |
| 305 | AIGAMERICAN INTL GROUP INC | 2,508 | $214.0M | 0.01% | |
| 306 | UPROPROSHARES TR | 1,825 | $211.0M | 0.01% | |
| 307 | IRMIRON MTN INC DEL | 2,534 | $210.0M | 0.01% | |
| 308 | AQLTISHARES TR | 1,480 | $208.0M | 0.01% | |
| 309 | JCIJOHNSON CTLS INTL PLC | 1,729 | $207.0M | 0.01% | |
| 310 | BACVERIZON COMMUNICATIONS INC | 4,935 | $201.0M | 0.01% | |
| 311 | NOBLPROSHARES TR | 1,930 | $200.0M | 0.01% | |
| 312 | DYHTARGET CORP | 2,047 | $200.0M | 0.01% | |
| 313 | HIOWESTERN ASSET HIGH INCOME OP | 49,332 | $183.0M | 0.01% | |
| 314 | CRGYCRESCENT ENERGY COMPANY | 15,255 | $127.0M | 0.01% | |
| 315 | JPCNUVEEN PFD & INCOME OPPORTUN | 15,006 | $121.0M | 0.01% | |
| 316 | USOUNITED STATES ANTIMONY CORP | 24,300 | $121.0M | 0.01% |
PreviousPage 4 of 4