Sendero Wealth Management, LLC Portfolio Holdings

Sendero Wealth Management, LLC

  • $731 Million
  • Q3 2025

Sendero Wealth Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $731 Million distributed in 295 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 $186M, Nvidia Corp with a value of $32.2M, Ishares Core S&P Total U.S. St with a value of $31.1M, Microsoft Corp with a value of $29.2M, and Alphabet Inc. with a value of $23.6M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $703M to 731M.

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 $731 Million
ETFs: $276 Million
Technology: $135 Million
Communication Services: $63.6 Million
Financial Services: $62.2 Million
Healthcare: $48.5 Million
Consumer Cyclical: $46.3 Million
Industrials: $39.8 Million
Energy: $34.3 Million
Other: $26 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $731 Million
  • Prior Value $703 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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