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 44.44% of Sendero Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$5.8M), EAGL (+$5.2M), MRSH, APH, MGK, IWF, DELL, KEYS, BKNG, ATI.
- Started 17 new stock positions in COHR, FTNT, FBTC, ATI, NTAP, KEYS, ALH, DELL, GLW, MCD. GS, PB, KMB, VTV, DVN, APH, MGK.
- Reduced shares in these 10 stocks: MSFT (-$7.4M), MPC (-$6.8M), AMZN, V, WBD, DE, INTU, MGNR, MA, PSX.
- Sold out of its positions in ABEV, AIT, ARW, CTS, CTRA, CMCSA, FICO, HSY, SHEL, XLE. SNPS, WWD, AON.
- Sendero Wealth Management was a net buyer of stock by $23M.
- Sendero Wealth Management has $1.0B in assets under management (AUM), dropping by 11.10%.
- Central Index Key (CIK): 0001639375
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Portfolio Holdings for Sendero Wealth Management
Sendero Wealth Management holds 209 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 21.4 | $215M | 581k | 370.04 |
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| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 9.3 | $93M | +5% | 2.9M | 32.17 |
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| American Beacon Select Funds Glg Nat Res Etf (MGNR) | 6.9 | $69M | -2% | 1.4M | 48.55 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.5 | $35M | 216k | 164.27 |
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| NVIDIA Corporation (NVDA) | 3.4 | $34M | 168k | 200.09 |
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| Touchstone Etf Trust Larg Co Grow Etf (TLG) | 2.9 | $29M | 1.1M | 26.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $28M | -4% | 79k | 357.37 |
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| Broadcom (AVGO) | 1.7 | $17M | -2% | 45k | 377.75 |
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| Amazon (AMZN) | 1.6 | $16M | -22% | 66k | 238.34 |
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| Microsoft Corporation (MSFT) | 1.3 | $13M | -35% | 36k | 373.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $13M | -4% | 19k | 686.82 |
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| Arista Networks Com Shs (ANET) | 1.3 | $13M | +7% | 76k | 169.88 |
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| Keurig Dr Pepper (KDP) | 1.2 | $12M | +14% | 376k | 32.73 |
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| Meta Platforms Cl A (META) | 1.0 | $10M | +13% | 18k | 563.30 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.0 | $9.9M | +4% | 4.8k | 2080.79 |
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| salesforce (CRM) | 1.0 | $9.6M | +15% | 61k | 156.66 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $9.5M | +5% | 70k | 136.72 |
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| Iqvia Holdings (IQV) | 0.9 | $9.2M | -2% | 48k | 193.22 |
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| Centene Corporation (CNC) | 0.9 | $8.7M | -6% | 136k | 64.19 |
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| Capital One Financial (COF) | 0.9 | $8.6M | +7% | 43k | 200.62 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $8.1M | +7% | 57k | 143.10 |
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| Icon Pub SHS (ICLR) | 0.8 | $7.9M | +12% | 45k | 173.71 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $7.8M | +26% | 85k | 92.27 |
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| Intercontinental Exchange (ICE) | 0.7 | $7.5M | +8% | 61k | 123.11 |
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| Ge Vernova (GEV) | 0.7 | $7.2M | -13% | 6.1k | 1174.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $6.8M | +558% | 79k | 86.14 |
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| Apple (AAPL) | 0.7 | $6.8M | +16% | 24k | 289.36 |
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| ConocoPhillips (COP) | 0.6 | $6.4M | -12% | 61k | 103.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $6.3M | 200k | 31.71 |
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| Targa Res Corp (TRGP) | 0.6 | $6.0M | -3% | 22k | 268.14 |
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| Paycom Software (PAYC) | 0.6 | $5.9M | +24% | 47k | 125.68 |
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| Charles River Laboratories (CRL) | 0.6 | $5.9M | 26k | 226.79 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $5.8M | +22% | 17k | 343.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $5.7M | -2% | 16k | 353.33 |
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| Custom Truck One Source Com Cl A (CTOS) | 0.5 | $5.4M | +17% | 458k | 11.81 |
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| Howmet Aerospace (HWM) | 0.5 | $5.3M | -10% | 20k | 268.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $5.2M | +64% | 11k | 477.57 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $5.0M | 26k | 190.52 |
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| Willis Towers Watson SHS (WTW) | 0.5 | $4.9M | +5% | 19k | 261.38 |
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| Marsh & McLennan Companies (MRSH) | 0.5 | $4.8M | +1988% | 29k | 166.67 |
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| Ge Aerospace Com New (GE) | 0.5 | $4.6M | 12k | 373.73 |
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| Reddit Cl A (RDDT) | 0.4 | $4.5M | +10% | 26k | 173.58 |
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| Everpure Cl A (P) | 0.4 | $4.1M | +54% | 52k | 78.79 |
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| Lithia Motors (LAD) | 0.4 | $4.1M | 14k | 290.51 |
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| Equifax (EFX) | 0.4 | $4.0M | +7% | 25k | 158.72 |
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| Cbre Group Cl A (CBRE) | 0.4 | $4.0M | 30k | 134.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.0M | +266% | 32k | 124.17 |
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| Amphenol Corp Cl A (APH) | 0.4 | $3.9M | NEW | 22k | 176.32 |
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| Oracle Corporation (ORCL) | 0.3 | $3.3M | -3% | 23k | 146.55 |
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| Uber Technologies (UBER) | 0.3 | $3.3M | -22% | 46k | 72.16 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $3.3M | NEW | 38k | 87.91 |
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| Gartner (IT) | 0.3 | $3.3M | +13% | 25k | 129.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.2M | 8.6k | 368.38 |
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| Brunswick Corporation (BC) | 0.3 | $3.2M | -18% | 37k | 84.24 |
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| Entegris (ENTG) | 0.3 | $3.0M | +63% | 17k | 179.86 |
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| Netflix (NFLX) | 0.3 | $3.0M | -14% | 43k | 71.40 |
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| Teradyne (TER) | 0.3 | $2.9M | +98% | 6.1k | 483.84 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $2.9M | 65k | 45.34 |
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| Pepsi (PEP) | 0.3 | $2.9M | 22k | 135.40 |
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| Booking Holdings (BKNG) | 0.3 | $2.8M | +2377% | 16k | 178.24 |
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| Dell Technologies CL C (DELL) | 0.3 | $2.8M | NEW | 6.6k | 431.47 |
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| Keysight Technologies (KEYS) | 0.3 | $2.8M | NEW | 8.1k | 350.08 |
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| Dex (DXCM) | 0.3 | $2.8M | -24% | 42k | 67.35 |
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| MercadoLibre (MELI) | 0.3 | $2.8M | +79% | 1.6k | 1697.39 |
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| UnitedHealth (UNH) | 0.3 | $2.8M | 6.6k | 415.64 |
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| Allegheny Technologies Incorporated (ATI) | 0.3 | $2.7M | NEW | 14k | 197.10 |
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| Cadence Design Systems (CDNS) | 0.3 | $2.7M | 7.2k | 375.33 |
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| American Intl Group Com New (AIG) | 0.3 | $2.7M | 36k | 74.53 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.7M | +10% | 31k | 85.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.6M | +15% | 10k | 253.97 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.4M | +175% | 2.0k | 1199.28 |
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| Abbvie (ABBV) | 0.2 | $2.4M | +8% | 9.4k | 251.64 |
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| Procter & Gamble Company (PG) | 0.2 | $2.4M | +16% | 16k | 146.64 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $2.4M | +25% | 5.1k | 459.14 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.4M | -8% | 7.9k | 298.07 |
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| Danaher Corporation (DHR) | 0.2 | $2.2M | +38% | 12k | 190.48 |
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| Coherent Corp (COHR) | 0.2 | $2.2M | NEW | 5.5k | 394.47 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.2M | 16k | 137.53 |
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| Autodesk (ADSK) | 0.2 | $2.0M | -16% | 10k | 194.42 |
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| Insight Enterprises (NSIT) | 0.2 | $2.0M | +29% | 16k | 121.80 |
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| Servicenow (NOW) | 0.2 | $1.9M | +36% | 20k | 99.28 |
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| S&p Global (SPGI) | 0.2 | $1.9M | +205% | 4.7k | 407.29 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | 5.8k | 327.33 |
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| Workday Cl A (WDAY) | 0.2 | $1.9M | +54% | 15k | 122.42 |
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| Molina Healthcare (MOH) | 0.2 | $1.9M | +68% | 8.1k | 228.70 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.9M | +4% | 26k | 71.25 |
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| Phillips 66 (PSX) | 0.2 | $1.8M | -42% | 11k | 169.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.7M | 8.2k | 212.78 |
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| Humana (HUM) | 0.2 | $1.7M | +18% | 4.3k | 397.22 |
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| Caterpillar (CAT) | 0.2 | $1.7M | 1.6k | 1064.90 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | -50% | 3.2k | 513.60 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.6M | -3% | 3.7k | 433.38 |
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| Sap Se Spon Adr (SAP) | 0.2 | $1.6M | +7% | 10k | 154.11 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | 19k | 81.27 |
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| Aramark Hldgs (ARMK) | 0.2 | $1.5M | -18% | 27k | 56.90 |
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| Hayward Hldgs (HAYW) | 0.1 | $1.5M | +45% | 87k | 17.31 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.5M | 7.5k | 197.60 |
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| Valvoline Inc Common (VVV) | 0.1 | $1.5M | +16% | 37k | 39.54 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $1.5M | -17% | 18k | 84.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | 5.7k | 242.43 |
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| Onemain Holdings (OMF) | 0.1 | $1.4M | +28% | 23k | 60.97 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | 9.2k | 148.31 |
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| Aptar (ATR) | 0.1 | $1.3M | +28% | 11k | 125.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | +28% | 2.6k | 500.39 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.3M | +19% | 1.8k | 746.70 |
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| Zions Bancorporation (ZION) | 0.1 | $1.3M | 19k | 69.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.3M | 5.7k | 227.04 |
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| NetApp (NTAP) | 0.1 | $1.3M | NEW | 8.3k | 154.76 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | +21% | 7.7k | 165.76 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.3M | +98% | 5.6k | 229.57 |
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| Anthem (ELV) | 0.1 | $1.2M | +13% | 3.2k | 386.73 |
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| Gates Indl Corp Ord Shs (GTES) | 0.1 | $1.2M | 43k | 27.97 |
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| SM Energy (SM) | 0.1 | $1.2M | 46k | 26.10 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.1M | +54% | 44k | 25.83 |
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| Cavco Industries (CVCO) | 0.1 | $1.1M | 1.8k | 614.38 |
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| Primerica (PRI) | 0.1 | $1.1M | -14% | 3.9k | 284.20 |
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| Lennar Corp Cl A (LEN) | 0.1 | $1.1M | -2% | 12k | 90.49 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | -86% | 4.3k | 255.67 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.1M | -15% | 541.00 | 1989.44 |
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| Henry Schein (HSIC) | 0.1 | $1.1M | 13k | 83.52 |
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| FTI Consulting (FCN) | 0.1 | $1.0M | +29% | 7.0k | 149.01 |
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| Trane Technologies SHS (TT) | 0.1 | $1.0M | 2.1k | 491.16 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $997k | -14% | 481.00 | 2073.39 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $996k | +52% | 13k | 78.66 |
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| Wal-Mart Stores (WMT) | 0.1 | $969k | +44% | 8.6k | 113.26 |
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| EQT Corporation (EQT) | 0.1 | $946k | +300% | 18k | 53.17 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.1 | $946k | 13k | 73.20 |
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| Msa Safety Inc equity (MSA) | 0.1 | $944k | +16% | 5.4k | 174.58 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $930k | 3.9k | 236.60 |
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| Merck & Co (MRK) | 0.1 | $928k | +49% | 7.2k | 128.57 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $909k | +30% | 6.8k | 134.13 |
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| Intuit (INTU) | 0.1 | $907k | -70% | 3.5k | 261.00 |
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| American Express Company (AXP) | 0.1 | $904k | 2.7k | 338.25 |
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| Starbucks Corporation (SBUX) | 0.1 | $887k | 8.7k | 102.19 |
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| Huron Consulting (HURN) | 0.1 | $864k | +54% | 9.6k | 90.16 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $849k | 2.1k | 397.71 |
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| Donaldson Company (DCI) | 0.1 | $843k | 9.4k | 89.77 |
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| SYSCO Corporation (SYY) | 0.1 | $840k | -2% | 10k | 83.58 |
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| Carlisle Companies (CSL) | 0.1 | $824k | +20% | 2.3k | 362.75 |
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| Core & Main Cl A (CNM) | 0.1 | $820k | 17k | 48.25 |
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| Abbott Laboratories (ABT) | 0.1 | $818k | 9.0k | 90.74 |
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| Visa Com Cl A (V) | 0.1 | $816k | -84% | 2.4k | 343.09 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $803k | +15% | 10k | 78.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $798k | 9.7k | 82.64 |
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| Southwest Airlines (LUV) | 0.1 | $792k | 15k | 51.42 |
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| PerkinElmer (RVTY) | 0.1 | $791k | 7.1k | 111.26 |
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| Fortune Brands (FBIN) | 0.1 | $767k | 14k | 54.90 |
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| McKesson Corporation (MCK) | 0.1 | $749k | 991.00 | 755.71 |
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| Alcoa (AA) | 0.1 | $738k | -11% | 14k | 52.14 |
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| CSX Corporation (CSX) | 0.1 | $684k | 14k | 47.53 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $650k | +62% | 7.5k | 87.22 |
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| 3M Company (MMM) | 0.1 | $640k | 4.0k | 161.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $625k | +5% | 11k | 59.69 |
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| Simpson Manufacturing (SSD) | 0.1 | $623k | 3.0k | 209.35 |
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| Vail Resorts (MTN) | 0.1 | $575k | -3% | 4.2k | 136.15 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $572k | 7.8k | 73.41 |
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| Texas Capital Bancshares (TCBI) | 0.1 | $537k | 5.2k | 103.26 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $533k | 1.8k | 289.43 |
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| Emerson Electric (EMR) | 0.1 | $530k | 3.7k | 143.15 |
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| Cummins (CMI) | 0.1 | $527k | 739.00 | 713.21 |
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| Bank of America Corporation (BAC) | 0.1 | $512k | +3% | 9.0k | 56.98 |
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| Boston Scientific Corporation (BSX) | 0.0 | $479k | 11k | 42.68 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $477k | +16% | 14k | 33.29 |
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| Becton, Dickinson and (BDX) | 0.0 | $474k | -16% | 3.1k | 151.33 |
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| Citigroup Com New (C) | 0.0 | $469k | -14% | 3.4k | 139.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $463k | 13k | 36.13 |
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| Alliance Laundry Hldgs (ALH) | 0.0 | $454k | NEW | 17k | 26.52 |
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| Walt Disney Company (DIS) | 0.0 | $433k | 4.5k | 96.25 |
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| McDonald's Corporation (MCD) | 0.0 | $432k | NEW | 1.6k | 270.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $429k | 583.00 | 736.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $414k | 4.0k | 103.88 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $391k | +144% | 3.1k | 124.44 |
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| Ameriprise Financial (AMP) | 0.0 | $385k | 840.00 | 458.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $384k | NEW | 1.8k | 217.93 |
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| Deere & Company (DE) | 0.0 | $374k | -87% | 590.00 | 634.33 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $373k | 2.8k | 131.43 |
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| Vontier Corporation (VNT) | 0.0 | $345k | 12k | 29.00 |
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| Pool Corporation (POOL) | 0.0 | $342k | +53% | 1.6k | 214.91 |
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| Robert Half International (RHI) | 0.0 | $339k | 11k | 30.70 |
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| Owens Corning (OC) | 0.0 | $335k | -3% | 2.1k | 158.96 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $333k | -92% | 13k | 26.66 |
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| Valmont Industries (VMI) | 0.0 | $329k | 570.00 | 577.60 |
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| Goldman Sachs (GS) | 0.0 | $320k | NEW | 316.00 | 1011.42 |
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| Paychex (PAYX) | 0.0 | $314k | 3.2k | 98.35 |
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| Firstcash Holdings (FCFS) | 0.0 | $313k | -76% | 1.4k | 216.32 |
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| Pfizer (PFE) | 0.0 | $299k | 12k | 24.08 |
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| Air Products & Chemicals (APD) | 0.0 | $296k | 1.0k | 293.18 |
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| Corteva (CTVA) | 0.0 | $293k | 3.5k | 84.69 |
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| Fortinet (FTNT) | 0.0 | $287k | NEW | 1.9k | 153.62 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $285k | 1.7k | 163.31 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $284k | 566.00 | 501.37 |
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| Prosperity Bancshares (PB) | 0.0 | $277k | NEW | 3.8k | 73.07 |
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| Charter Communications Cl A (CHTR) | 0.0 | $276k | +18% | 1.9k | 142.21 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $274k | 3.4k | 80.56 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $270k | 8.1k | 33.26 |
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| Corning Incorporated (GLW) | 0.0 | $269k | NEW | 1.1k | 255.50 |
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| Aercap Holdings Nv SHS (AER) | 0.0 | $264k | -79% | 1.8k | 145.78 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $259k | -2% | 346.00 | 748.89 |
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| Nextera Energy (NEE) | 0.0 | $259k | 2.9k | 87.77 |
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| Enterprise Products Partners (EPD) | 0.0 | $251k | 6.8k | 36.76 |
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| Kinder Morgan (KMI) | 0.0 | $248k | 7.8k | 31.97 |
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| American Tower Reit (AMT) | 0.0 | $232k | 1.4k | 163.57 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $226k | 12k | 18.87 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $223k | NEW | 4.4k | 51.05 |
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| General Motors Company (GM) | 0.0 | $212k | -4% | 2.8k | 77.08 |
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| Devon Energy Corporation (DVN) | 0.0 | $210k | NEW | 5.1k | 41.32 |
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| Martin Marietta Materials (MLM) | 0.0 | $209k | 363.00 | 576.70 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $204k | NEW | 1.9k | 109.77 |
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| Cintas Corporation (CTAS) | 0.0 | $201k | 1.2k | 170.08 |
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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 Q2 filed Aug. 4, 2026
- 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