§ 13F · FUND PROFILE
Sendero Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1603.1T (13F)Positions · 586Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 579K | $194.2T | 21.5% | +2% |
| 2 | EAGL | 2023 ETF SERIES TRUST | 2.35M | $76.3T | 8.5% | +29% |
| 3 | MGNR | AMERICAN BEACON SELECT FUNDS | 1.17M | $51.5T | 5.7% | +9% |
| 4 | ITOT | ISHARES TR | 214K | $31.8T | 3.5% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 161K | $30.0T | 3.3% | −3% |
| 6 | GOOGL | ALPHABET INC | 81K | $25.3T | 2.8% | −5% |
| 7 | MSFT | MICROSOFT CORP | 51K | $24.5T | 2.7% | — |
| 8 | AMZN | AMAZON COM INC | 78K | $17.9T | 2.0% | −3% |
| 9 | GNR | SPDR INDEX SHS FDS | 241K | $15.0T | 1.7% | −20% |
| 10 | AVGO | BROADCOM INC | 43K | $14.9T | 1.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENDERO SIGNAL
AC read
Sendero Wealth Management, LLC is a Other fund managing $1603104.1 trillion in assets. The fund runs a broad portfolio of 586 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed