Sendero Wealth Management, LLC: 13F holdings
CIK 16393752026Q2
| Positions | 209 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 581,408 | $215.1m | 21.4% |
| 2023 ETF SERIES TRUST | 2,890,417 | $93.0m | 9.3% |
| AMERICAN BEACON SELECT FUNDS | 1,422,984 | $69.1m | 6.9% |
| ITOT ISHARES TR | 215,586 | $35.4m | 3.5% |
| NVDA NVIDIA CORPORATION | 168,369 | $33.7m | 3.4% |
| TOUCHSTONE ETF TRUST | 1,095,264 | $28.9m | 2.9% |
| GOOGL ALPHABET INC | 78,783 | $28.2m | 2.8% |
| AVGO BROADCOM INC | 44,745 | $16.9m | 1.7% |
| AMZN AMAZON COM INC | 65,540 | $15.6m | 1.6% |
| MSFT MICROSOFT CORP | 35,679 | $13.3m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1639375")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.