Sendero Wealth Management, LLC

Q3 2025 13F Detailed Holdings

Location
San Antonio, TX
Holdings as of
9/30/2025
Value ($000)
$853,280
Num holdings
295
Date filed
10/7/2025
Form type
13F-HR
Prev filing
7/31/2025
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 Aperio Group
2 DSM Capital Management
3 Eagle Capital Management
4 Harris Associates
5 Luther King
6 Eldred Rock
7 Sendero
8 FMI