Sendero Wealth Management, LLC

Institutional manager (13F) · CIK 1639375

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $748M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$187M	582,137
2	2023 ETF SERIES TRUST	$83M	2,729,468
3	AMERICAN BEACON SELECT FUNDS	$75M	1,459,500
4	ISHARES TR	$31M	214,689
5	NVIDIA CORPORATION	$30M	171,329
6	TOUCHSTONE ETF TRUST	$25M	1,089,354
7	ALPHABET INC	$24M	82,406
8	MICROSOFT CORP	$21M	55,564
9	AMAZON COM INC	$18M	84,423
10	BROADCOM INC	$14M	45,732
11	VANGUARD INDEX FDS	$12M	19,953
12	EXXON MOBIL CORP	$11M	65,867
13	SALESFORCE INC	$10M	53,307
14	META PLATFORMS INC	$9M	16,249
15	CONOCOPHILLIPS	$9M	70,107
16	INTERCONTINENTAL EXCHANGE IN	$9M	56,135
17	KEURIG DR PEPPER INC	$9M	329,692
18	ARISTA NETWORKS INC	$9M	70,571
19	FIRST CTZNS BANCSHARES INC D	$9M	4,563
20	IQVIA HLDGS INC	$8M	48,756
21	MARATHON PETE CORP	$8M	30,907
22	CAPITAL ONE FINL CORP	$7M	39,844
23	AIRBNB INC	$7M	52,913
24	SCHWAB CHARLES CORP	$6M	67,313
25	GE VERNOVA INC	$6M	7,120
26	SCHWAB STRATEGIC TR	$6M	197,903
27	TARGA RES CORP	$6M	23,294
28	VANGUARD INDEX FDS	$5M	12,021
29	APPLE INC	$5M	20,204
30	INTUIT	$5M	11,845
31	WILLIS TOWERS WATSON PLC LTD	$5M	17,584
32	HOWMET AEROSPACE INC	$5M	21,933
33	ALPHABET INC	$5M	16,631
34	NETFLIX INC.	$5M	49,537
35	CENTENE CORP DEL	$5M	144,659
36	VISA INC	$5M	15,271
37	PAYCOM SOFTWARE INC	$5M	37,919
38	CHARLES RIV LABS INTL INC	$4M	26,039
39	ICON PLC	$4M	40,480
40	WARNER BROS DISCOVERY INC	$4M	162,051
41	UBER TECHNOLOGIES INC	$4M	59,572
42	EQUIFAX INC	$4M	23,691
43	VANGUARD INDEX FDS	$4M	13,623
44	CBRE GROUP INC	$4M	29,919
45	ISHARES TR	$4M	8,703
46	SPDR GOLD TR	$4M	8,566
47	LITHIA MTRS INC	$4M	14,221
48	GE AEROSPACE	$4M	12,493
49	GARTNER INC	$4M	22,201
50	SELECT SECTOR SPDR TR	$3M	26,272

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.