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Sendero Wealth Management, LLC

Q2 2026 13F filing

Updated 37 days ago

330 disclosed positions worth $1B

Portfolio value
$1B
Total holdings
330
New positions
17
Closed positions
13
Increased
93
Decreased
76
Turnover
9.1%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

-0.1%
Value
$215.1M
Shares
581.4K
% Port
21.42%
?
2.N/A

2023 ETF SERIES TRUST

+5.9%
Value
$93M
Shares
2.89M
% Port
9.26%
?
3.N/A

AMERICAN BEACON SELECT FUNDS

-2.5%
Value
$69.1M
Shares
1.42M
% Port
6.88%
E

ISHARES TR

+0.4%
Value
$35.4M
Shares
215.6K
% Port
3.53%
N

NVIDIA CORPORATION

+1324.9%
Value
$31.5M
Shares
157.5K
% Port
3.14%
?
6.N/A

TOUCHSTONE ETF TRUST

+0.5%
Value
$28.9M
Shares
1.10M
% Port
2.88%
G

ALPHABET INC

+503.9%
Value
$23.8M
Shares
66.7K
% Port
2.37%
A

BROADCOM INC

+1841.8%
Value
$16.2M
Shares
42.8K
% Port
1.61%
V

VANGUARD INDEX FDS

-4.0%
Value
$13.2M
Shares
19.2K
% Port
1.31%
A
10.ANET

ARISTA NETWORKS INC

+7.1%
Value
$12.7M
Shares
74.7K
% Port
1.26%
K
11.KDP

KEURIG DR PEPPER INC

+14.6%
Value
$12.3M
Shares
375.2K
% Port
1.22%
A
12.AMZN

AMAZON COM INC

+224.3%
Value
$12M
Shares
50.4K
% Port
1.20%
M
13.MSFT

MICROSOFT CORP

+428.5%
Value
$10.9M
Shares
29.3K
% Port
1.09%
M
14.META

META PLATFORMS INC

+13.7%
Value
$10M
Shares
17.7K
% Port
0.99%
F

FIRST CTZNS BANCSHARES INC D

+5.2%
Value
$9.9M
Shares
4.8K
% Port
0.99%
C
16.CRM

SALESFORCE INC

+15.6%
Value
$9.6M
Shares
61.1K
% Port
0.95%
X
17.XOM

EXXON MOBIL CORP

+5.5%
Value
$9.5M
Shares
69.3K
% Port
0.94%
I
18.IQV

IQVIA HLDGS INC

+9795.2%
Value
$9.2M
Shares
47.4K
% Port
0.91%
C
19.CNC

CENTENE CORP DEL

+10608.2%
Value
$8.7M
Shares
135.1K
% Port
0.86%
C

CAPITAL ONE FINL CORP

+8.7%
Value
$8.3M
Shares
41.2K
% Port
0.82%
A
21.ABNB

AIRBNB INC

+7.5%
Value
$8.1M
Shares
56.5K
% Port
0.80%
I
22.ICLR

ICON PUB LTD CO

+8610.3%
Value
$7.8M
Shares
45.0K
% Port
0.78%
S

SCHWAB CHARLES CORP

+10342.8%
Value
$7.8M
Shares
84.4K
% Port
0.78%
I
24.ICE

INTERCONTINENTAL EXCHANGE IN

+14739.8%
Value
$7.5M
Shares
60.8K
% Port
0.75%
V
25.VGES

VANGUARD INDEX FDS

+558.6%
Value
$6.8M
Shares
79.2K
% Port
0.68%
G
26.GEV

GE VERNOVA INC

+1156.9%
Value
$6.7M
Shares
5.7K
% Port
0.66%
S

SCHWAB STRATEGIC TR

+0.9%
Value
$6.3M
Shares
199.7K
% Port
0.63%
A
28.AAPL

APPLE INC

+801.3%
Value
$6.1M
Shares
21.2K
% Port
0.61%
T
29.TRGP

TARGA RES CORP

-3.3%
Value
$6M
Shares
22.4K
% Port
0.60%
C
30.CRL

CHARLES RIV LABS INTL INC

+12367.5%
Value
$5.9M
Shares
26.1K
% Port
0.59%
P
31.PAYC

PAYCOM SOFTWARE INC

+3674.1%
Value
$5.8M
Shares
46.1K
% Port
0.58%
V
32.VGES

VANGUARD INDEX FDS

+22.8%
Value
$5.8M
Shares
16.7K
% Port
0.57%
C
33.COP

CONOCOPHILLIPS

+496.2%
Value
$5.5M
Shares
52.8K
% Port
0.55%
C
34.CTOS

CUSTOM TRUCK ONE SOURCE INC

+17.1%
Value
$5.4M
Shares
457.8K
% Port
0.54%
H
35.HWM

HOWMET AEROSPACE INC

-10.8%
Value
$5.2M
Shares
19.4K
% Port
0.52%
S

SELECT SECTOR SPDR TR

Unchanged
Value
$5M
Shares
26.3K
% Port
0.50%
W
37.WTW

WILLIS TOWERS WATSON PLC LTD

+13746.3%
Value
$4.8M
Shares
18.6K
% Port
0.48%
M
38.MRSH

MARSH & MCLENNAN COS INC

+1982.6%
Value
$4.8M
Shares
28.8K
% Port
0.48%
T

TAIWAN SEMICONDUCTOR MANUFAC

+57.4%
Value
$4.5M
Shares
9.5K
% Port
0.45%
R
40.RDDT

REDDIT INC

+10.1%
Value
$4.4M
Shares
25.4K
% Port
0.44%
G

ALPHABET INC

+9.5%
Value
$4.3M
Shares
12.1K
% Port
0.43%
E

EVERPURE INC

+16548.7%
Value
$4.1M
Shares
51.9K
% Port
0.41%
L
43.LAD

LITHIA MTRS INC

+12421.4%
Value
$4.1M
Shares
14.0K
% Port
0.41%
E
44.EFX

EQUIFAX INC

+7.8%
Value
$4M
Shares
25.3K
% Port
0.40%
G
45.GE

GE AEROSPACE

-1.6%
Value
$4M
Shares
10.7K
% Port
0.40%
E
46.ETHA

ISHARES TR

+266.9%
Value
$4M
Shares
31.9K
% Port
0.39%
C
47.CBRE

CBRE GROUP INC

-1.0%
Value
$4M
Shares
29.4K
% Port
0.39%
A
48.APH

AMPHENOL CORP

Value
$3.9M
Shares
22.0K
% Port
0.39%
G

ALPHABET INC

+4.4%
Value
$3.6M
Shares
10.2K
% Port
0.36%
A
50.AMZN

AMAZON COM INC

-2.6%
Value
$3.6M
Shares
15.1K
% Port
0.36%