Sendero Wealth Management, LLC

Q1 2026 13F Detailed Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Value ($000)
$904,081
Num holdings
321
Date filed
4/22/2026
Form type
13F-HR
Prev filing
1/13/2026
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 Eldred Rock
5 FMI (SSC)
6 Harris Associates
7 Luther King
8 Sendero