Sendero Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $703 Million distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $173M, Nvidia Corp with a value of $29.2M, Ishares Core S&P Total U.S. St with a value of $28.7M, Microsoft Corp with a value of $24M, and Amazon Com Inc with a value of $22.9M.
Examining the 13F form we can see an increase of $55.3M in the current position value, from $648M to 703M.
Sendero Wealth Management, LLC is based out at San Antonio, TX
Below you can find more details about Sendero Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$703 Million
ETFs: $262 Million
Technology: $128 Million
Financial Services: $65.1 Million
Communication Services: $57.2 Million
Consumer Cyclical: $47.7 Million
Healthcare: $44.2 Million
Energy: $36.4 Million
Industrials: $34.9 Million
Other: $27.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
