Sendero Wealth Management, LLC
Sendero Wealth Management, LLC reported 209 positions worth $1.00B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VTI (21.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $215.1M | 21.42% | 581,408 | — | — | |
| ▸ 2 | EAGL | SH | $93.0M | 9.26% | 2,890,417 | — | — | |
| ▸ 3 | MGNR | SH | $69.1M | 6.88% | 1,422,984 | — | — | |
| ▸ 4 | ITOT | SH | $35.4M | 3.53% | 215,586 | — | — | |
| ▸ 5 | NVDA | SH | $33.7M | 3.35% | 168,369 | — | — | |
| ▸ 6 | TLG | SH | $28.9M | 2.88% | 1,095,264 | — | — | |
| ▸ 7 | GOOGL | SH | $28.2M | 2.80% | 78,783 | — | — | |
| ▸ 8 | AVGO | SH | $16.9M | 1.68% | 44,745 | — | — | |
| ▸ 9 | AMZN | SH | $15.6M | 1.56% | 65,540 | — | — | |
| ▸ 10 | MSFT | SH | $13.3M | 1.33% | 35,679 | — | — |
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Frequently Asked Questions
What stocks does Sendero Wealth Management, LLC hold as of Q2 2026?
Sendero Wealth Management, LLC reported 209 positions worth $1.00B in its Q2 2026 13F filing. Largest positions: VTI (21.4%), EAGL (9.3%), MGNR (6.9%), ITOT (3.5%) and NVDA (3.4%).
What did Sendero Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sendero Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.