Sendero Wealth Management, LLC
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,004,393
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 209 | 1,004,393 | 13F-HR | Sendero Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 205 | 904,081 | 13F-HR | Sendero Wealth Management, LLC |
| Q4 2025 | 1/13/2026 | 196 | 902,074 | 13F-HR | Sendero Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 189 | 853,280 | 13F-HR | Sendero Wealth Management, LLC |
| Q2 2025 | 7/31/2025 | 188 | 801,552 | 13F-HR/A - RESTATEMENT | Sendero Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 188 | 801,552 | 13F-HR | Sendero Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 492.6 K | 49.0% | 0 | 27.53 K | -27.53 K |
| ETFs | 511.8 K | 51.0% | 127.8 K | 0 | 127.8 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,004,393
Holdings
209
QoQ value change ($000)
100,312
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.