Sendero Wealth Management, LLC
Sendero Wealth Management, LLC is a boutique, partner-led investment firm that provides wealth management services to families and select institutions, focusing on complex, multi-generational family needs and incorporating institutional investment practices
Investment Strategy
Customized investment strategies including traditional asset allocation, manager selection, and sophisticated investment oversight with both public and private investment opportunities
Latest 13F Filing Activity
Sendero Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 187 equity positions with a total 13F market value of $853M. The fund increased holdings in American Beacon Select Funds, Vanguard Index FDS, 2023 Etf Series Trust among other positions. Sendero Wealth Management, LLC reduced exposure to Fortinet Inc., Fiserv Inc., Dynatrace Inc. among others.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 21.81% | $186.1M | 566,989 | $189.99 | $328.17 | +$12.7M |
E EAGL | 2023 ETF SERIES TRUST | 6.69% | $57.1M | 1,827,062 | $28.23 | $31.26 | +$9.0M |
M MGNR | AMERICAN BEACON SELECT FUNDS | 5.06% | $43.2M | 1,067,363 | $31.85 | $40.45 | +$12.8M |
N NVDA | NVIDIA CORPORATION | 3.78% | $32.2M | 172,749 | $55.84 | $186.58 | +$3.1M |
I ITOT | ISHARES TR | 3.64% | $31.1M | 213,220 | $98.41 | $145.65 | +$2.3M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Kerrville, TX , United States | |
 | Partner | Chief Investment Officer | Chicago, IL , United States | |
 | Portfolio Manager | San Antonio, TX , United States | |
 | Partner, Vice President Investments | San Antonio, TX , United States | |
A Austin Sanders | Portfolio Analyst | San Antonio, TX , United States | |
 | Institutional Portfolio Manager | San Antonio, TX , United States | |
 | Portfolio Analyst | San Antonio, TX , United States | |
 | Sr. Portfolio Manager | San Antonio, TX , United States | |
 | Research Analyst | San Antonio, TX , United States |