Sendero Wealth Management
$1.0B 13F equity value
222 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sendero Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 581,408 | $215M | 21.4% |
| EAGL | 2023 ETF SERIES TRUST | 2,890,417 | $93M | 9.3% |
| MGNR | AMERICAN BEACON SELECT FUNDS | 1,422,984 | $69M | 6.9% |
| ITOT | ISHARES TR | 215,586 | $35M | 3.5% |
| NVDA | NVIDIA CORPORATION | 168,369 | $34M | 3.4% |
| TLG | TOUCHSTONE ETF TRUST | 1,095,264 | $29M | 2.9% |
| GOOGL | ALPHABET INC | 78,783 | $28M | 2.8% |
| AVGO | BROADCOM INC | 44,745 | $17M | 1.7% |
| AMZN | AMAZON COM INC | 65,540 | $16M | 1.6% |
| MSFT | MICROSOFT CORP | 35,679 | $13M | 1.3% |
Track Sendero Wealth Management's 13F portfolio: $1.0B in reported holdings, 222 positions. Top holdings and quarterly changes on SentiSense.
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