Sendero Wealth Management, LLC

Q1 2026 13F-HR Detailed Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Value ($000)
$904,080,537
Num holdings
321
Date filed
4/22/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/22/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 Aperio Group
2 DSM Capital Management
3 Eagle Capital Management
4 Eldred Rock
5 FMI (SSC)
6 Harris Associates
7 Luther King
8 Sendero