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 46.45% of Sendero Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$14M), XOM (+$12M), EAGL (+$9.9M), META (+$5.3M), MUB, AGG, FORM, LITE, APH, ISRG.
- Started 19 new stock positions in XLE, MBGL, GXO, AMGN, AGG, BOND, DFAE, GTES, DFIC, JKHY. XOM, MUB, HIPO, TSEM, FORM, PYLD, RKT, MDLN, LITE.
- Reduced shares in these 10 stocks: TLG (-$29M), , ANET, CNC, NVDA, KDP, BKNG, PAYC, MSFT, GOOGL.
- Sold out of its positions in AMT, BKNG, BSX, CALM, GLW, Exxon Mobil Corporation, FCFS, FBIN, RSP, KMB. LBRDK, MPC, MLM, PB, RHI, TLG, VIG, VOE, Gates Industrial Corpratin P ord, CHKP.
- Sendero Wealth Management was a net seller of stock by $-42M.
- Sendero Wealth Management has $1.0B in assets under management (AUM), dropping by -0.26%.
- Central Index Key (CIK): 0001639375
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Portfolio Holdings for Sendero Wealth Management
Sendero Wealth Management holds 208 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 21.8 | $219M | 584k | 374.24 |
|
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| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 10.8 | $108M | +10% | 3.2M | 34.03 |
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| American Beacon Select Funds Glg Nat Res Etf (MGNR) | 6.8 | $68M | -3% | 1.4M | 49.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.6 | $36M | 216k | 166.28 |
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| NVIDIA Corporation (NVDA) | 3.5 | $35M | -9% | 152k | 228.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $24M | -10% | 71k | 344.08 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 2.1 | $21M | +197% | 236k | 90.11 |
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| Meta Platforms Cl A (META) | 1.9 | $19M | +39% | 26k | 725.19 |
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| Microsoft Corporation (MSFT) | 1.5 | $16M | -15% | 30k | 512.89 |
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| Amazon (AMZN) | 1.5 | $15M | -8% | 60k | 249.15 |
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| Broadcom (AVGO) | 1.4 | $14M | -9% | 40k | 351.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $12M | -10% | 17k | 700.88 |
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| salesforce (CRM) | 1.2 | $12M | -16% | 51k | 229.58 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.2 | $12M | NEW | 71k | 162.75 |
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| Iqvia Holdings (IQV) | 1.1 | $11M | -14% | 41k | 268.85 |
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| Arista Networks Com Shs (ANET) | 1.1 | $11M | -31% | 52k | 203.59 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.9 | $8.6M | -12% | 4.2k | 2060.20 |
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| ConocoPhillips (COP) | 0.8 | $8.2M | +6% | 65k | 125.15 |
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| Keurig Dr Pepper (KDP) | 0.8 | $8.1M | -29% | 267k | 30.34 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $8.0M | -12% | 50k | 160.65 |
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| Apple (AAPL) | 0.8 | $8.0M | 24k | 333.02 |
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| Intercontinental Exchange (ICE) | 0.8 | $7.9M | -14% | 52k | 152.03 |
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| Capital One Financial (COF) | 0.8 | $7.8M | -5% | 41k | 193.07 |
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| Paycom Software (PAYC) | 0.7 | $7.4M | -27% | 34k | 217.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $7.1M | +9% | 219k | 32.53 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $7.1M | -14% | 72k | 97.74 |
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| Icon Pub SHS (ICLR) | 0.7 | $6.8M | -11% | 40k | 169.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.1M | +10% | 18k | 340.74 |
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| Charles River Laboratories (CRL) | 0.6 | $6.0M | -22% | 20k | 295.01 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.6 | $5.9M | 17k | 351.85 |
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| Everpure Cl A (P) | 0.6 | $5.7M | -16% | 44k | 130.78 |
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| Marsh & McLennan Companies (MRSH) | 0.5 | $5.5M | +10% | 32k | 170.74 |
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| Ge Vernova (GEV) | 0.5 | $5.4M | -7% | 5.7k | 950.42 |
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| Targa Res Corp (TRGP) | 0.5 | $5.2M | -15% | 19k | 270.31 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $5.1M | 26k | 195.75 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $5.1M | +3% | 11k | 456.19 |
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| Willis Towers Watson SHS (WTW) | 0.5 | $4.7M | -11% | 16k | 288.23 |
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| Custom Truck One Source Com Cl A (CTOS) | 0.4 | $4.2M | 458k | 9.11 |
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| Howmet Aerospace (HWM) | 0.4 | $4.1M | -8% | 18k | 226.18 |
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| Gartner (IT) | 0.4 | $4.0M | -14% | 22k | 186.55 |
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| Centene Corporation (CNC) | 0.4 | $4.0M | -52% | 65k | 62.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.0M | 32k | 125.26 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $4.0M | NEW | 39k | 101.10 |
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| Lithia Motors (LAD) | 0.4 | $3.7M | -10% | 13k | 291.83 |
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| Ge Aerospace Com New (GE) | 0.4 | $3.6M | -7% | 11k | 312.29 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.3 | $3.5M | 38k | 92.65 |
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| Amphenol Corp Cl A (APH) | 0.3 | $3.5M | +85% | 41k | 84.30 |
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| Cbre Group Cl A (CBRE) | 0.3 | $3.4M | -10% | 26k | 128.47 |
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| Allegheny Technologies Incorporated (ATI) | 0.3 | $3.4M | +28% | 18k | 189.40 |
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| Dell Technologies CL C (DELL) | 0.3 | $3.3M | -7% | 6.1k | 537.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.3M | 8.6k | 380.84 |
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| Dex (DXCM) | 0.3 | $3.2M | -9% | 38k | 86.29 |
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| Teradyne (TER) | 0.3 | $3.1M | +28% | 7.8k | 400.91 |
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| MercadoLibre (MELI) | 0.3 | $2.9M | 1.7k | 1728.53 |
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| Oracle Corporation (ORCL) | 0.3 | $2.8M | -8% | 21k | 137.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.8M | NEW | 30k | 94.54 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.7M | +102% | 3.5k | 762.46 |
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| Keysight Technologies (KEYS) | 0.3 | $2.7M | -8% | 7.4k | 364.05 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.7M | 10k | 264.80 |
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| Pepsi (PEP) | 0.3 | $2.7M | -2% | 21k | 126.73 |
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| FormFactor (FORM) | 0.3 | $2.6M | NEW | 18k | 149.31 |
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| American Intl Group Com New (AIG) | 0.2 | $2.5M | -7% | 33k | 74.42 |
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| Equifax (EFX) | 0.2 | $2.5M | -29% | 18k | 137.24 |
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| Abbvie (ABBV) | 0.2 | $2.5M | 9.4k | 261.59 |
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| UnitedHealth (UNH) | 0.2 | $2.4M | 6.6k | 367.08 |
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| Lumentum Hldgs (LITE) | 0.2 | $2.4M | NEW | 2.5k | 971.26 |
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| Entegris (ENTG) | 0.2 | $2.4M | -7% | 16k | 154.06 |
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| Servicenow (NOW) | 0.2 | $2.4M | -8% | 18k | 134.01 |
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| Coca-Cola Company (KO) | 0.2 | $2.3M | +41% | 27k | 86.09 |
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| Procter & Gamble Company (PG) | 0.2 | $2.3M | 16k | 145.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.3M | -12% | 27k | 84.96 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $2.3M | -8% | 4.7k | 487.38 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $2.3M | +164% | 5.6k | 406.63 |
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| Danaher Corporation (DHR) | 0.2 | $2.3M | -11% | 10k | 221.55 |
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| Netflix (NFLX) | 0.2 | $2.3M | -23% | 33k | 69.58 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | -2% | 2.0k | 1157.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.3M | 16k | 142.26 |
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| S&p Global (SPGI) | 0.2 | $2.2M | +21% | 5.7k | 394.47 |
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| Cadence Design Systems (CDNS) | 0.2 | $2.2M | -8% | 6.6k | 330.19 |
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| Uber Technologies (UBER) | 0.2 | $2.2M | -31% | 32k | 68.51 |
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| Brunswick Corporation (BC) | 0.2 | $2.1M | -12% | 33k | 64.24 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | -5% | 7.4k | 280.09 |
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| Reddit Cl A (RDDT) | 0.2 | $2.1M | -43% | 14k | 142.44 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $2.0M | +104% | 1.1k | 1811.68 |
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| Autodesk (ADSK) | 0.2 | $2.0M | -8% | 9.5k | 209.00 |
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| Coherent Corp (COHR) | 0.2 | $1.8M | +15% | 6.4k | 287.81 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $1.8M | -27% | 47k | 39.44 |
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| Insight Enterprises (NSIT) | 0.2 | $1.8M | -27% | 12k | 156.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 26k | 70.61 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | -6% | 5.4k | 330.83 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | -4% | 3.1k | 551.49 |
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| Workday Cl A (WDAY) | 0.2 | $1.6M | -43% | 8.6k | 190.67 |
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| NetApp (NTAP) | 0.2 | $1.6M | -6% | 7.8k | 210.08 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | 7.8k | 204.20 |
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| SM Energy (SM) | 0.2 | $1.6M | +2% | 47k | 33.78 |
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| Humana (HUM) | 0.2 | $1.6M | 4.2k | 381.57 |
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| Phillips 66 (PSX) | 0.1 | $1.5M | -45% | 5.9k | 255.31 |
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| Aramark Hldgs (ARMK) | 0.1 | $1.5M | 27k | 53.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | 5.7k | 247.93 |
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| Valvoline Inc Common (VVV) | 0.1 | $1.4M | +24% | 47k | 30.14 |
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| Tower Semiconductor Shs New (TSEM) | 0.1 | $1.4M | NEW | 6.1k | 227.43 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $1.4M | +60% | 11k | 126.34 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.3M | 5.7k | 228.27 |
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| Aptar (ATR) | 0.1 | $1.3M | 11k | 121.16 |
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| Caterpillar (CAT) | 0.1 | $1.3M | 1.6k | 810.82 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $1.3M | -34% | 11k | 110.60 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.3M | -41% | 6.0k | 208.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | 9.2k | 136.03 |
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| EQT Corporation (EQT) | 0.1 | $1.3M | +44% | 26k | 48.56 |
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| Onemain Holdings (OMF) | 0.1 | $1.2M | 23k | 55.39 |
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| Rocket Cos Com Cl A (RKT) | 0.1 | $1.2M | NEW | 107k | 11.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | -6% | 2.5k | 497.95 |
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| Anthem (ELV) | 0.1 | $1.2M | 3.1k | 388.82 |
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| Hayward Hldgs (HAYW) | 0.1 | $1.2M | +11% | 97k | 12.24 |
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| Zions Bancorporation (ZION) | 0.1 | $1.2M | 19k | 62.65 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.1M | -10% | 5.0k | 228.11 |
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| Gates Indl Corp Com Shs (GTES) | 0.1 | $1.1M | NEW | 43k | 26.20 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $1.1M | +33% | 17k | 64.55 |
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| FTI Consulting (FCN) | 0.1 | $1.1M | +14% | 8.1k | 134.51 |
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| PerkinElmer (RVTY) | 0.1 | $1.1M | 7.1k | 152.89 |
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| Primerica (PRI) | 0.1 | $1.1M | 3.9k | 272.39 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.1M | +13% | 50k | 21.24 |
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| Intuit (INTU) | 0.1 | $1.1M | +9% | 3.8k | 275.74 |
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| Huron Consulting (HURN) | 0.1 | $1.0M | -31% | 6.6k | 156.83 |
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| Cavco Industries (CVCO) | 0.1 | $1.0M | 1.8k | 560.26 |
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| Lennar Corp Cl A (LEN) | 0.1 | $980k | 12k | 81.59 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $965k | 481.00 | 2006.49 |
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| Msa Safety Inc equity (MSA) | 0.1 | $962k | 5.4k | 177.88 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $952k | NEW | 38k | 25.39 |
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| Wal-Mart Stores (WMT) | 0.1 | $935k | +5% | 9.0k | 103.92 |
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| Merck & Co (MRK) | 0.1 | $932k | -11% | 6.4k | 145.42 |
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| Trane Technologies SHS (TT) | 0.1 | $929k | 2.1k | 452.00 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $921k | -2% | 9.9k | 92.77 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.1 | $894k | 13k | 69.15 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $874k | -27% | 2.7k | 328.51 |
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| Abbott Laboratories (ABT) | 0.1 | $856k | -3% | 8.7k | 98.83 |
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| McKesson Corporation (MCK) | 0.1 | $852k | 998.00 | 853.83 |
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| Visa Com Cl A (V) | 0.1 | $844k | 2.4k | 359.33 |
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| Starbucks Corporation (SBUX) | 0.1 | $821k | 8.7k | 93.97 |
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| Donaldson Company (DCI) | 0.1 | $818k | 9.4k | 87.04 |
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| American Express Company (AXP) | 0.1 | $815k | 2.7k | 304.10 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $813k | NEW | 18k | 44.45 |
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| SYSCO Corporation (SYY) | 0.1 | $784k | 10k | 77.96 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $744k | +9% | 16k | 47.34 |
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| Carlisle Companies (CSL) | 0.1 | $732k | 2.3k | 322.17 |
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| Core & Main Cl A (CNM) | 0.1 | $705k | 17k | 41.48 |
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| Jack Henry & Associates (JKHY) | 0.1 | $702k | NEW | 4.9k | 143.24 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $687k | 7.5k | 92.00 |
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| Wells Fargo & Company (WFC) | 0.1 | $678k | -12% | 8.5k | 80.05 |
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| CSX Corporation (CSX) | 0.1 | $670k | 14k | 46.52 |
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| 3M Company (MMM) | 0.1 | $653k | 4.0k | 164.15 |
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| Southwest Airlines (LUV) | 0.1 | $644k | 16k | 41.67 |
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| Alliance Laundry Hldgs (ALH) | 0.1 | $622k | +70% | 29k | 21.30 |
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| Alcoa (AA) | 0.1 | $607k | +2% | 14k | 42.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $592k | +86% | 8.2k | 72.64 |
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| Molina Healthcare (MOH) | 0.1 | $586k | -61% | 3.1k | 189.12 |
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| Henry Schein (HSIC) | 0.1 | $566k | -47% | 6.7k | 83.97 |
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| Becton, Dickinson and (BDX) | 0.1 | $563k | 3.1k | 179.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $550k | 7.8k | 70.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $542k | -12% | 9.1k | 59.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $525k | -8% | 2.9k | 183.37 |
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| Simpson Manufacturing (SSD) | 0.1 | $508k | 3.0k | 170.88 |
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| Bank of America Corporation (BAC) | 0.0 | $492k | 9.0k | 54.43 |
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| Texas Capital Bancshares (TCBI) | 0.0 | $484k | 5.2k | 93.02 |
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| Mobility Global Com Shs (MBGL) | 0.0 | $474k | NEW | 28k | 17.17 |
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| Walt Disney Company (DIS) | 0.0 | $473k | 4.5k | 104.90 |
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| Citigroup Com New (C) | 0.0 | $455k | +4% | 3.5k | 129.49 |
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| Emerson Electric (EMR) | 0.0 | $434k | -24% | 2.8k | 155.10 |
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| Enterprise Products Partners (EPD) | 0.0 | $430k | +76% | 12k | 35.61 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $418k | 13k | 32.63 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $414k | 4.0k | 103.89 |
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| Ameriprise Financial (AMP) | 0.0 | $414k | 840.00 | 492.35 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $403k | NEW | 11k | 37.61 |
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| Hippo Hldgs Com New (HIPO) | 0.0 | $386k | NEW | 13k | 30.77 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $380k | 1.8k | 216.08 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $376k | 557.00 | 675.06 |
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| Charter Communications Cl A (CHTR) | 0.0 | $374k | +73% | 3.4k | 110.90 |
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| McDonald's Corporation (MCD) | 0.0 | $371k | 1.6k | 230.98 |
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| Deere & Company (DE) | 0.0 | $362k | -8% | 539.00 | 671.55 |
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| Pfizer (PFE) | 0.0 | $362k | +2% | 13k | 28.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $341k | -20% | 461.00 | 739.77 |
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| Warner Bros Discovery Com Ser A | 0.0 | $337k | -12% | 11k | 30.95 |
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| Fortinet (FTNT) | 0.0 | $336k | 1.9k | 178.76 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $326k | NEW | 3.7k | 86.99 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $320k | -22% | 1.4k | 224.05 |
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| Paychex (PAYX) | 0.0 | $315k | 3.2k | 98.50 |
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| Goldman Sachs (GS) | 0.0 | $294k | +3% | 326.00 | 900.39 |
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| Air Products & Chemicals (APD) | 0.0 | $284k | 1.0k | 278.23 |
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| Corteva (CTVA) | 0.0 | $271k | 3.5k | 77.65 |
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| Valmont Industries (VMI) | 0.0 | $264k | 570.00 | 462.98 |
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| Aercap Holdings Nv SHS (AER) | 0.0 | $249k | -3% | 1.7k | 143.52 |
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| Owens Corning (OC) | 0.0 | $246k | 2.1k | 116.74 |
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| Medline Com Cl A (MDLN) | 0.0 | $244k | NEW | 7.0k | 34.70 |
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| Vontier Corporation (VNT) | 0.0 | $243k | -34% | 7.7k | 31.40 |
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| Devon Energy Corporation (DVN) | 0.0 | $241k | +2% | 5.2k | 46.04 |
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| Pool Corporation (POOL) | 0.0 | $240k | -6% | 1.5k | 161.87 |
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| Cummins (CMI) | 0.0 | $237k | -38% | 458.00 | 516.57 |
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| Kinder Morgan (KMI) | 0.0 | $234k | 7.8k | 30.15 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $232k | 12k | 19.37 |
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| Cintas Corporation (CTAS) | 0.0 | $231k | 1.2k | 195.07 |
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| Amgen (AMGN) | 0.0 | $221k | NEW | 525.00 | 421.52 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $219k | 1.7k | 125.74 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $218k | NEW | 3.5k | 61.51 |
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| General Motors Company (GM) | 0.0 | $217k | +2% | 2.8k | 77.00 |
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| Nextera Energy (NEE) | 0.0 | $213k | -4% | 2.8k | 75.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $211k | -20% | 276.00 | 765.85 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $202k | NEW | 5.1k | 39.31 |
|
| Vail Resorts (MTN) | 0.0 | $201k | -65% | 1.5k | 137.18 |
|
Past Filings by Sendero Wealth Management
SEC 13F filings are viewable for Sendero Wealth Management going back to 2021
- Sendero Wealth Management 2026 Q3 filed Oct. 14, 2026
- 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