Segment Wealth Management, LLC
RIA/Wealth
Segment Wealth Management, LLC is a RIA/Wealth based in Houston, TX led by Gwen C. Wilmeth, reporting $1.8B in AUM as of Q3 2025 with VTI as the largest holding (6% allocation).
CCOGwen C. Wilmeth
- Portfolio Value
- $1.7B
- Positions
- 283
- Top Holding
- VTI at 6.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Segment Wealth Management, LLC's portfolio (30.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $105.8M | 6.34% | +$1.1M Bought | — 322.3K shares | |
Insurance - Diversified Financial Services | $80.8M | 4.84% | +$1.5M Bought | 0.01% 160.7K shares | |
Semiconductors Technology | $61.0M | 3.66% | -$1.4M Sold | 0.00% 185.0K shares | |
ETF ETF | $46.7M | 2.80% | -$1.1M Sold | — 77.7K shares | |
Financial - Data & Stock Exchanges Financial Services | $43.0M | 2.58% | -$128.0K Sold | 0.03% 88.3K shares | |
Renewable Utilities Utilities | $41.1M | 2.46% | -$562.6K Sold | 0.02% 66.8K shares | |
Consumer Electronics Technology | $38.4M | 2.30% | -$130.9K Sold | 0.00% 150.8K shares | |
Software - Infrastructure Technology | $35.8M | 2.15% | -$51.3K Sold | 0.00% 69.2K shares | |
Insurance - Diversified Financial Services | $31.7M | 1.90% | -$1.5M Sold | 0.00% 42.0 shares | |
Semiconductors Technology | $26.5M | 1.59% | -$41.2K Sold | 0.00% 142.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Segment Wealth Management, LLC's latest filing
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Market Value
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Segment Wealth Management, LLC
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