Sendero Wealth Management, LLC - Q12026 Holdings

Sendero Wealth Management, LLC holds 205 stocks with a total portfolio value of $ 904.08M as of Q12026. In Q12026, Sendero Wealth Management, LLC added 22 new positions, increased stakes in 69 stocks, reduced 89 holdings, and fully exited 13 positions. The largest holding is Vanguard Index Fds (VTI), representing 20.66% of the total portfolio.