Sendero Wealth Management, LLC

Q1 2025 13F Detailed Holdings

Location
San Antonio, TX
Holdings as of
3/31/2025
Value ($000)
$720,551
Num holdings
278
Date filed
4/10/2025
Form type
13F-HR
Prev filing
1/14/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 DSM Capital Management
2 Eagle Capital Management
3 Harris Associates
4 Luther King
5 Eldred Rock
6 Sendero
7 FMI