SEC Form 13F

Segment Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$1,927,810,575
Positions312

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$120,909,785326,748
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$81,866,306163,605
GE VERNOVA INCGEVCOM$69,949,22359,538
BROADCOM INCAVGOCOM$64,142,275169,801
INVESCO QQQ TRQQQUNIT SER 1$56,489,24276,710
ASML HLDG NVASMLN Y REGISTRY SHS$50,575,54425,422
NVIDIA CORPORATIONNVDACOM$48,539,166242,587
APPLE INCAAPLCOM$44,247,298152,914
CATERPILLAR INCCATCOM$43,442,37640,795
ALPHABET INCGOOGLCAP STK CL A$32,394,41390,647

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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