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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDY ISHARES TR 70,065.0 $1.8M 0.11% +22K +45.9% $25.85 -0.7%
62 MRK MERCK & CO INC Healthcare 14,592.0 $1.8M 0.10% +602.0 +4.3% $120.29 +1.8%
63 KO COCA COLA CO Consumer Defensive 22,886.0 $1.7M 0.10% +1K +6.9% $76.05 +7.1%
64 JAAA JANUS DETROIT STR TR 34,405.0 $1.7M 0.10% +1K +3.7% $50.37 +0.6%
65 MELI MERCADOLIBRE INC Consumer Cyclical 949.0 $1.6M 0.10% +76.0 +8.7% $1729.02 -3.7%
66 IBDS ISHARES TR 61,475.0 $1.5M 0.09% +1K +2.1% $24.24 -0.1%
67 SCHG SCHWAB STRATEGIC TR 49,250.0 $1.4M 0.08% +246.0 +0.5% $29.13 +18.0%
68 ANGLOGOLD ASHANTI PLC 14,730.0 $1.4M 0.08% +2K +13.9% $97.36
69 ABBV ABBVIE INC Healthcare 6,268.0 $1.4M 0.08% +586.0 +10.3% $217.49 -0.8%
70 IBDZ ISHARES TR 51,410.0 $1.3M 0.08% +31K +146.8% $26.06 -0.6%
71 RSG REPUBLIC SVCS INC Industrials 5,877.0 $1.3M 0.08% +170.0 +3.0% $219.02 -4.6%
72 BSCS INVESCO EXCH TRD SLF IDX FD 59,638.0 $1.2M 0.07% +940.0 +1.6% $20.42 -0.4%
73 PM PHILIP MORRIS INTL INC Consumer Defensive 6,587.0 $1.1M 0.06% +4K +126.6% $165.34 +14.3%
74 BSCT INVESCO EXCH TRD SLF IDX FD 57,575.0 $1.1M 0.06% +4K +6.7% $18.66 -0.6%
75 COF CAPITAL ONE FINL CORP Financial Services 5,843.0 $1.1M 0.06% +107.0 +1.9% $182.43 +2.9%
76 EMR EMERSON ELEC CO Industrials 8,024.0 $1.1M 0.06% +145.0 +1.8% $131.02 +4.1%
77 KKR KKR & CO INC Financial Services 10,994.0 $1.0M 0.06% +215.0 +2.0% $92.50 +1.7%
78 PSA PUBLIC STORAGE OPER CO Real Estate 3,711.0 $1.0M 0.06% +81.0 +2.2% $270.88 +12.7%
79 ITW ILLINOIS TOOL WKS INC Industrials 3,842.0 $1000K 0.06% +409.0 +11.9% $260.26 -3.1%
80 VST VISTRA CORP Utilities 6,575.0 $988K 0.06% +720.0 +12.3% $150.33 +4.0%
Page 4 of 6  ·  113 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%