Sendero Wealth Management, LLC
CIK 1639375
13F filing for Q2 2026・No. 2,580
- Holdings
- US$1B
- Quarter change
- +US$100.31M
- Entries
- 330
- Net bought (estimate)
- +US$10.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 13
- Cut 79
- Added 90
- Corporate actions 0
- Unchanged 23
Largest holdings
209 stocks worth US$1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 581,408 | US$215.14M | 21.42% |
| 2023 ETF SERIES TRUSTEAGL CAP SEL ETF | Added | 2,890,417 | US$92.98M | 9.26% |
| AMERICAN BEACON SELECT FUNDSGLG NAT RES ETF | Cut | 1,422,984 | US$69.09M | 6.88% |
| ISHARES TRCORE S&P TTL STK | Added | 215,586 | US$35.41M | 3.53% |
| NVDANvidiaCOM | Cut | 168,369 | US$33.69M | 3.35% |
| TOUCHSTONE ETF TRUSTLARG CO GROW ETF | Added | 1,095,264 | US$28.94M | 2.88% |
| GOOGLAlphabetCAP STK CL A | Cut | 78,783 | US$28.15M | 2.80% |
| AVGOBroadcomCOM | Cut | 44,745 | US$16.9M | 1.68% |
| AMZNAmazonCOM | Cut | 65,540 | US$15.62M | 1.56% |
| MSFTMicrosoftCOM | Cut | 35,679 | US$13.31M | 1.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.