Sendero Wealth Management, LLC - Portfolio overview

Sendero Wealth Management, LLC has 221 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 26.27%
2. EAGL - 2023 ETF SERIES TRUST, 11.68%
3. MGNR - AMERICAN BEACON SELECT FUNDS, 10.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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