Sendero Wealth Management
Latest statistics and disclosures from Sendero Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, EAGL, MGNR, ITOT, NVDA, and represent 44.85% of Sendero Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TLG (+$25M), MGNR (+$15M), EAGL (+$12M), IT, CRM, VV, VUG, ICLR, PSTG, SPOT.
- Started 22 new stock positions in XLE, PSTG, SPOT, BSX, MRSH, AJG, FICO, SPGI, ENTG, CTRA. HSY, KMI, FCN, TLG, OC, IT, POOL, Q, TMO, EQT, TER, IBIT.
- Reduced shares in these 10 stocks: , DE, WBD, GOOGL, ABT, COP, AMZN, PINS, PLXS, GEV.
- Sold out of its positions in AMGN, BN, EOG, HLT, HD, PTC, PINS, PLXS, ROP, GNR. Sealed Air, VNQ, VMC.
- Sendero Wealth Management was a net buyer of stock by $42M.
- Sendero Wealth Management has $904M in assets under management (AUM), dropping by 0.22%.
- Central Index Key (CIK): 0001639375
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Portfolio Holdings for Sendero Wealth Management
Sendero Wealth Management holds 205 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 20.7 | $187M | 582k | 320.81 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 9.2 | $83M | +16% | 2.7M | 30.42 |
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| American Beacon Select Funds Glg Natural Reso (MGNR) | 8.3 | $75M | +24% | 1.5M | 51.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.4 | $31M | 215k | 142.43 |
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| NVIDIA Corporation (NVDA) | 3.3 | $30M | 171k | 174.40 |
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| Touchstone Etf Trust Large Company Gr (TLG) | 2.8 | $25M | NEW | 1.1M | 23.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $24M | -11% | 82k | 287.56 |
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| Microsoft Corporation (MSFT) | 2.3 | $21M | 56k | 370.17 |
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| Amazon (AMZN) | 1.9 | $18M | -9% | 84k | 208.27 |
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| Broadcom (AVGO) | 1.6 | $14M | 46k | 309.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $12M | -2% | 20k | 597.56 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $11M | 66k | 169.66 |
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| salesforce (CRM) | 1.1 | $10M | +52% | 53k | 186.67 |
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| Meta Platforms Cl A (META) | 1.0 | $9.3M | +6% | 16k | 572.18 |
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| ConocoPhillips (COP) | 1.0 | $9.3M | -17% | 70k | 132.00 |
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| Intercontinental Exchange (ICE) | 1.0 | $8.8M | +11% | 56k | 157.28 |
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| Keurig Dr Pepper (KDP) | 1.0 | $8.7M | +3% | 330k | 26.33 |
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| Arista Networks Com Shs (ANET) | 1.0 | $8.7M | 71k | 122.78 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.0 | $8.6M | 4.6k | 1884.68 |
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| Iqvia Holdings (IQV) | 0.9 | $8.3M | +2% | 49k | 170.54 |
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| Marathon Petroleum Corp (MPC) | 0.8 | $7.5M | -3% | 31k | 244.18 |
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| Capital One Financial (COF) | 0.8 | $7.3M | 40k | 182.43 |
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| Airbnb Com Cl A (ABNB) | 0.7 | $6.7M | +3% | 53k | 126.28 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $6.3M | +2% | 67k | 93.98 |
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| Ge Vernova (GEV) | 0.7 | $6.2M | -14% | 7.1k | 872.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $6.1M | 198k | 30.68 |
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| Targa Res Corp (TRGP) | 0.6 | $5.8M | +6% | 23k | 250.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $5.3M | +102% | 12k | 436.78 |
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| Apple (AAPL) | 0.6 | $5.1M | 20k | 253.79 |
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| Intuit (INTU) | 0.6 | $5.1M | 12k | 432.38 |
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| Willis Towers Watson SHS (WTW) | 0.6 | $5.1M | +2% | 18k | 290.70 |
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| Howmet Aerospace (HWM) | 0.6 | $5.1M | 22k | 230.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.8M | 17k | 286.86 |
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| Netflix (NFLX) | 0.5 | $4.8M | +41% | 50k | 96.15 |
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| Centene Corporation (CNC) | 0.5 | $4.7M | +2% | 145k | 32.74 |
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| Visa Com Cl A (V) | 0.5 | $4.6M | 15k | 302.24 |
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| Paycom Software (PAYC) | 0.5 | $4.6M | +4% | 38k | 121.54 |
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| Charles River Laboratories (CRL) | 0.5 | $4.5M | +8% | 26k | 172.50 |
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| Icon SHS (ICLR) | 0.5 | $4.5M | +96% | 41k | 110.66 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.5 | $4.4M | -43% | 162k | 27.46 |
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| Uber Technologies (UBER) | 0.5 | $4.3M | -18% | 60k | 71.93 |
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| Equifax (EFX) | 0.5 | $4.3M | 24k | 180.07 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $4.1M | +327% | 14k | 298.85 |
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| Cbre Group Cl A (CBRE) | 0.4 | $4.1M | -14% | 30k | 135.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.7M | -2% | 8.7k | 426.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.7M | -3% | 8.6k | 430.29 |
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| Lithia Motors (LAD) | 0.4 | $3.6M | 14k | 249.72 |
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| Ge Aerospace Com New (GE) | 0.4 | $3.5M | -13% | 13k | 283.77 |
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| Gartner (IT) | 0.4 | $3.5M | NEW | 22k | 158.34 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.4 | $3.5M | 26k | 132.90 |
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| Oracle Corporation (ORCL) | 0.4 | $3.5M | +26% | 24k | 147.11 |
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| Dex (DXCM) | 0.4 | $3.5M | -16% | 55k | 62.80 |
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| Phillips 66 (PSX) | 0.4 | $3.4M | -18% | 19k | 182.18 |
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| Pepsi (PEP) | 0.4 | $3.4M | 22k | 155.29 |
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| Brunswick Corporation (BC) | 0.4 | $3.3M | -9% | 46k | 72.76 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $3.2M | +9% | 6.5k | 499.66 |
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| Reddit Cl A (RDDT) | 0.3 | $3.1M | +18% | 23k | 134.65 |
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| Autodesk (ADSK) | 0.3 | $3.0M | +47% | 13k | 239.41 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $3.0M | 65k | 45.89 |
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| American Intl Group Com New (AIG) | 0.3 | $2.8M | 37k | 75.25 |
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| Booking Holdings (BKNG) | 0.3 | $2.7M | 645.00 | 4210.40 |
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| Deere & Company (DE) | 0.3 | $2.7M | -56% | 4.8k | 563.30 |
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| Custom Truck One Source Com Cl A (CTOS) | 0.3 | $2.6M | 391k | 6.57 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $2.2M | -3% | 6.7k | 337.95 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 8.9k | 244.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.2M | 28k | 77.11 |
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| Cadence Design Systems (CDNS) | 0.2 | $2.0M | 7.4k | 277.88 |
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| Procter & Gamble Company (PG) | 0.2 | $2.0M | -9% | 14k | 144.44 |
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| Everpure Cl A (PSTG) | 0.2 | $2.0M | NEW | 34k | 59.04 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $2.0M | NEW | 4.1k | 484.91 |
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| Abbvie (ABBV) | 0.2 | $1.9M | -5% | 8.7k | 217.49 |
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| UnitedHealth (UNH) | 0.2 | $1.8M | 6.7k | 270.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.8M | 16k | 113.11 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.7M | 5.8k | 294.16 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | 8.6k | 194.14 |
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| Sap Se Spon Adr (SAP) | 0.2 | $1.6M | +90% | 9.6k | 171.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | +212% | 25k | 64.08 |
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| Danaher Corporation (DHR) | 0.2 | $1.6M | +11% | 8.3k | 189.60 |
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| MercadoLibre (MELI) | 0.2 | $1.6M | +100% | 907.00 | 1729.02 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.6M | 8.2k | 191.93 |
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| Servicenow (NOW) | 0.2 | $1.5M | +47% | 14k | 104.55 |
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| Coca-Cola Company (KO) | 0.2 | $1.5M | 19k | 76.05 |
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| SM Energy (SM) | 0.2 | $1.4M | 46k | 31.18 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.2 | $1.4M | -9% | 21k | 65.48 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.4M | -19% | 7.4k | 184.28 |
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| Aramark Hldgs (ARMK) | 0.1 | $1.3M | 33k | 40.54 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | -2% | 6.4k | 206.88 |
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| Workday Cl A (WDAY) | 0.1 | $1.3M | +11% | 10k | 129.92 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $1.2M | 562.00 | 2196.96 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -13% | 43k | 28.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | 5.7k | 213.67 |
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| Entegris (ENTG) | 0.1 | $1.2M | NEW | 10k | 117.24 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.2M | -5% | 5.7k | 211.16 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.2M | -24% | 8.7k | 137.18 |
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| Firstcash Holdings (FCFS) | 0.1 | $1.2M | 6.2k | 188.00 |
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| Primerica (PRI) | 0.1 | $1.1M | +14% | 4.6k | 250.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | 9.2k | 124.31 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 1.5k | 708.48 |
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| Zions Bancorporation (ZION) | 0.1 | $1.1M | 19k | 57.62 |
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| Lennar Corp Cl A (LEN) | 0.1 | $1.1M | 13k | 86.84 |
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| Valvoline Inc Common (VVV) | 0.1 | $1.1M | 32k | 33.68 |
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| Alcoa (AA) | 0.1 | $1.1M | -12% | 16k | 66.33 |
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| Aptar (ATR) | 0.1 | $1.0M | 8.2k | 126.02 |
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| Woodward Governor Company (WWD) | 0.1 | $992k | -43% | 2.8k | 357.92 |
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| Arrow Electronics (ARW) | 0.1 | $992k | -31% | 6.9k | 143.41 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $990k | 2.1k | 461.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $976k | -2% | 2.0k | 479.20 |
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| Gates Indl Corp Ord Shs (GTES) | 0.1 | $974k | 43k | 22.61 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.1 | $974k | 13k | 75.34 |
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| FTI Consulting (FCN) | 0.1 | $960k | NEW | 5.4k | 176.77 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $951k | -29% | 1.5k | 650.43 |
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| Henry Schein (HSIC) | 0.1 | $942k | -11% | 13k | 73.70 |
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| Onemain Holdings (OMF) | 0.1 | $940k | 18k | 53.49 |
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| Abbott Laboratories (ABT) | 0.1 | $934k | -70% | 9.1k | 102.67 |
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| Teradyne (TER) | 0.1 | $909k | NEW | 3.1k | 296.48 |
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| Cavco Industries (CVCO) | 0.1 | $899k | +43% | 1.9k | 484.29 |
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| Trane Technologies SHS (TT) | 0.1 | $866k | 2.1k | 416.74 |
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| McKesson Corporation (MCK) | 0.1 | $854k | 987.00 | 865.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $846k | +7% | 3.9k | 215.05 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $844k | -43% | 639.00 | 1320.83 |
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| Core & Main Cl A (CNM) | 0.1 | $840k | 17k | 49.40 |
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| Insight Enterprises (NSIT) | 0.1 | $834k | +47% | 12k | 67.01 |
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| Anthem (ELV) | 0.1 | $817k | +55% | 2.8k | 292.75 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $815k | -6% | 3.8k | 213.66 |
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| American Express Company (AXP) | 0.1 | $807k | 2.7k | 302.48 |
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| Donaldson Company (DCI) | 0.1 | $797k | -35% | 9.4k | 84.87 |
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| Hayward Hldgs (HAYW) | 0.1 | $795k | 59k | 13.38 |
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| Huron Consulting (HURN) | 0.1 | $788k | +84% | 6.2k | 127.49 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $780k | +34% | 28k | 27.49 |
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| Wells Fargo & Company (WFC) | 0.1 | $779k | -2% | 9.8k | 79.61 |
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| Starbucks Corporation (SBUX) | 0.1 | $778k | 8.7k | 89.60 |
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| Msa Safety Inc equity (MSA) | 0.1 | $764k | 4.7k | 163.95 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $749k | +20% | 5.2k | 143.62 |
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| SYSCO Corporation (SYY) | 0.1 | $739k | 10k | 71.33 |
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| Wal-Mart Stores (WMT) | 0.1 | $734k | 5.9k | 124.28 |
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| Boston Scientific Corporation (BSX) | 0.1 | $709k | NEW | 11k | 62.75 |
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| Fair Isaac Corporation (FICO) | 0.1 | $700k | NEW | 656.00 | 1067.54 |
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| Shell Spon Ads (SHEL) | 0.1 | $692k | -30% | 7.4k | 93.00 |
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| Eli Lilly & Co. (LLY) | 0.1 | $673k | -6% | 732.00 | 919.78 |
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| S&p Global (SPGI) | 0.1 | $650k | NEW | 1.5k | 425.34 |
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| Molina Healthcare (MOH) | 0.1 | $645k | -42% | 4.8k | 133.30 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $632k | -9% | 8.8k | 71.77 |
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| Carlisle Companies (CSL) | 0.1 | $627k | -6% | 1.9k | 333.62 |
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| Humana (HUM) | 0.1 | $625k | 3.6k | 173.39 |
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| PerkinElmer (RVTY) | 0.1 | $623k | 7.1k | 87.63 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $610k | NEW | 2.8k | 216.58 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $603k | +22% | 8.3k | 72.75 |
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| CSX Corporation (CSX) | 0.1 | $591k | 14k | 41.05 |
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| Becton, Dickinson and (BDX) | 0.1 | $588k | 3.7k | 157.23 |
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| Merck & Co (MRK) | 0.1 | $582k | -29% | 4.8k | 120.29 |
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| Southwest Airlines (LUV) | 0.1 | $578k | 15k | 37.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $570k | 7.7k | 73.64 |
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| 3M Company (MMM) | 0.1 | $569k | 3.9k | 145.23 |
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| Vail Resorts (MTN) | 0.1 | $561k | -2% | 4.4k | 128.32 |
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| Fortune Brands (FBIN) | 0.1 | $545k | 14k | 38.97 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $535k | +4% | 9.9k | 54.05 |
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| Simpson Manufacturing (SSD) | 0.1 | $514k | 3.0k | 171.62 |
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| Texas Capital Bancshares (TCBI) | 0.1 | $493k | 5.2k | 94.88 |
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| Emerson Electric (EMR) | 0.1 | $483k | 3.7k | 131.02 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $472k | NEW | 12k | 38.42 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $452k | 4.6k | 98.42 |
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| Citigroup Com New (C) | 0.0 | $442k | -3% | 3.9k | 113.41 |
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| Walt Disney Company (DIS) | 0.0 | $434k | 4.5k | 96.39 |
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| Bank of America Corporation (BAC) | 0.0 | $425k | -3% | 8.7k | 48.75 |
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| Vontier Corporation (VNT) | 0.0 | $421k | 12k | 35.47 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $409k | 8.1k | 50.30 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $406k | -2% | 2.8k | 142.85 |
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| Cummins (CMI) | 0.0 | $397k | -26% | 737.00 | 538.02 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $390k | 1.8k | 211.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $387k | 4.0k | 97.13 |
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| Applied Industrial Technologies (AIT) | 0.0 | $378k | 1.4k | 265.32 |
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| Ameriprise Financial (AMP) | 0.0 | $376k | -9% | 846.00 | 444.50 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $372k | 13k | 29.08 |
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| Pfizer (PFE) | 0.0 | $353k | 13k | 28.08 |
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| Charter Communications Cl A (CHTR) | 0.0 | $353k | -3% | 1.6k | 215.88 |
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| CTS Corporation (CTS) | 0.0 | $348k | 7.3k | 47.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $337k | -40% | 583.00 | 577.18 |
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| Air Products & Chemicals (APD) | 0.0 | $294k | 1.0k | 290.49 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $293k | 12k | 24.39 |
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| Paychex (PAYX) | 0.0 | $291k | 3.2k | 92.18 |
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| Corteva (CTVA) | 0.0 | $289k | 3.5k | 83.71 |
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| EQT Corporation (EQT) | 0.0 | $283k | NEW | 4.4k | 63.64 |
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| Robert Half International (RHI) | 0.0 | $281k | 11k | 25.40 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $281k | NEW | 571.00 | 491.53 |
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| Nextera Energy (NEE) | 0.0 | $278k | +3% | 3.0k | 93.00 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $269k | 3.4k | 79.15 |
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| Kinder Morgan (KMI) | 0.0 | $263k | NEW | 7.8k | 33.54 |
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| Enterprise Products Partners (EPD) | 0.0 | $258k | -12% | 6.8k | 37.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $255k | -8% | 1.3k | 198.29 |
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| American Tower Reit (AMT) | 0.0 | $242k | 1.4k | 172.58 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $240k | NEW | 1.4k | 173.45 |
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| Owens Corning (OC) | 0.0 | $237k | NEW | 2.2k | 108.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $232k | -57% | 355.00 | 653.32 |
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| Aon Shs Cl A (AON) | 0.0 | $231k | -70% | 716.00 | 322.78 |
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| Valmont Industries (VMI) | 0.0 | $228k | 570.00 | 399.57 |
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| Synopsys (SNPS) | 0.0 | $216k | 545.00 | 396.48 |
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| Hershey Company (HSY) | 0.0 | $216k | NEW | 1.0k | 208.00 |
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| Martin Marietta Materials (MLM) | 0.0 | $215k | -52% | 365.00 | 588.68 |
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| General Motors Company (GM) | 0.0 | $214k | -53% | 2.9k | 74.50 |
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| Pool Corporation (POOL) | 0.0 | $210k | NEW | 1.0k | 202.34 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $208k | NEW | 3.4k | 61.26 |
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| Cintas Corporation (CTAS) | 0.0 | $202k | 1.2k | 169.14 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $201k | NEW | 1.7k | 115.39 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $200k | NEW | 5.7k | 35.14 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $63k | 22k | 2.92 |
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Past Filings by Sendero Wealth Management
SEC 13F filings are viewable for Sendero Wealth Management going back to 2021
- Sendero Wealth Management 2026 Q1 filed April 22, 2026
- Sendero Wealth Management 2025 Q4 filed Jan. 13, 2026
- Sendero Wealth Management 2025 Q3 filed Oct. 8, 2025
- Sendero Wealth Management 2025 Q2 restated filed July 31, 2025
- Sendero Wealth Management 2025 Q2 filed July 22, 2025
- Sendero Wealth Management 2025 Q1 filed April 10, 2025
- Sendero Wealth Management 2024 Q4 filed Jan. 14, 2025
- Sendero Wealth Management 2024 Q3 filed Oct. 9, 2024
- Sendero Wealth Management 2024 Q2 filed July 12, 2024
- Sendero Wealth Management 2024 Q1 filed April 16, 2024
- Sendero Wealth Management 2023 Q4 filed Jan. 17, 2024
- Sendero Wealth Management 2023 Q3 filed Oct. 10, 2023
- Sendero Wealth Management 2023 Q2 filed July 20, 2023
- Sendero Wealth Management 2023 Q1 filed April 27, 2023
- Sendero Wealth Management 2022 Q4 filed Feb. 1, 2023
- Sendero Wealth Management 2022 Q3 filed Oct. 27, 2022