SEC Form 13F

Sendero Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$1,004,392,539
Positions209

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$215,144,362581,408
2023 ETF SERIES TRUSTEAGLEAGL CAP SEL ETF$92,984,7002,890,417
AMERICAN BEACON SELECT FUNDSMGNRGLG NAT RES ETF$69,085,8641,422,984
ISHARES TRITOTCORE S&P TTL STK$35,414,256215,586
NVIDIA CORPORATIONNVDACOM$33,688,967168,369
TOUCHSTONE ETF TRUSTTLGLARG CO GROW ETF$28,936,4371,095,264
ALPHABET INCGOOGLCAP STK CL A$28,154,97278,783
BROADCOM INCAVGOCOM$16,902,52744,745
AMAZON COM INCAMZNCOM$15,620,70865,540
MICROSOFT CORPMSFTCOM$13,309,15035,679

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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