account_balance
Investment manager · 13F filer · SEC CIK 1639375
Sendero Wealth Management, LLC
Reported value$1Bas of Sep 30, 2026
Positions208 17 new, 18 sold out
Top 10 weight55.9%VTI alone is 22%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
21.8%
EAGL2023 ETF Series Trust
10.8%Added +10%
MGNRAmerican Beacon Select Funds
6.8%Trimmed −3%
ITOTiShares Tr
3.6%
NVDANVIDIA Corp
3.5%Trimmed −10%
GOOGLAlphabet Inc.
2.4%Trimmed −10%
VUGVanguard Index FDS
2.1%Added +198%
METAMeta Platforms, Inc.
1.9%Added +40%
MSFTMicrosoft Corp
1.5%Trimmed −15%
AMZNAmazon.com Inc
1.5%
AVGOBroadcom Inc.
1.4%
VOO1.2%
VTIVanguard Index FDS
21.8%
EAGL2023 ETF Series Trust
10.8%Added +10%
MGNRAmerican Beacon Select Funds
6.8%Trimmed −3%
ITOTiShares Tr
3.6%
NVDANVIDIA Corp
3.5%
GOOGL2.4%VUG2.1%
META1.9%MSFT1.5%VOO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 21.8% Held
EAGL 2023 ETF Series Trust 10.8% Added +10%
MGNR American Beacon Select Funds 6.8% Trimmed −3%
ITOT iShares Tr 3.6% Held
NVDA NVIDIA Corp 3.5% Trimmed −10%GOOGL Alphabet Inc. 2.4% Trimmed −10%VUG Vanguard Index FDS 2.1% Added +198%
META Meta Platforms, Inc. 1.9% Added +40%MSFT Microsoft Corp 1.5% Trimmed −15%AMZN Amazon.com Inc 1.5% Trimmed −9%AVGO Broadcom Inc. 1.4% Trimmed −10%VOO Vanguard Index FDS 1.2% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.