13F Filings History of Sendero Wealth Management, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$902,073,747
Signature - Title
Julie Gerron - CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Sendero Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sendero Wealth Management, LLC reported 196 stock holdings with total value $902,073,747 as of Q4 2025. Top holdings included VTI, EAGL, MGNR, NVDA, and ITOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 196 $902,073,747 +$66,523,283 -$36,120,082 +$30,403,201 VTI, EAGL, MGNR, NVDA, ITOT 13F-HR 13 Jan 2026, 09:35
Q3 2025 189 $853,280,398 +$65,415,866 -$70,058,457 -$4,642,591 VTI, EAGL, MGNR, NVDA, ITOT 13F-HR 07 Oct 2025, 18:26
Q2 2025 188 $801,552,035 +$62,696,308 -$54,846,110 +$7,850,198 VTI, EAGL, MGNR, NVDA, ITOT Restatement 31 Jul 2025, 12:19
Q1 2025 186 $720,551,245 +$125,779,815 -$52,742,203 +$73,037,612 VTI, EAGL, ITOT, GNR, MGNR 13F-HR 10 Apr 2025, 14:49
Q4 2024 161 $671,274,624 +$74,964,521 -$46,828,179 +$28,136,342 VTI, GNR, ITOT, GOOGL, AMZN 13F-HR 14 Jan 2025, 14:18
Q3 2024 156 $633,745,885 +$28,708,065 -$17,170,908 +$11,537,157 VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 09 Oct 2024, 08:55
Q2 2024 155 $594,343,815 +$65,692,837 -$43,241,053 +$22,451,784 VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 12 Jul 2024, 16:21
Q1 2024 156 $581,696,640 +$42,791,008 -$44,951,739 -$2,160,731 VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 16 Apr 2024, 09:19
Q4 2023 147 $530,498,222 +$34,858,980 -$21,637,889 +$13,221,091 VTI, GNR, ITOT, GOOGL, AMZN 13F-HR 17 Jan 2024, 08:43
Q3 2023 152 $466,015,006 +$37,770,335 -$21,604,986 +$16,165,349 VTI, GNR, ITOT, GOOGL, AMZN 13F-HR 10 Oct 2023, 09:47
Q2 2023 150 $457,741,518 +$122,257,253 -$16,491,052 +$105,766,201 VTI, GNR, ITOT, AMZN, MSFT 13F-HR 20 Jul 2023, 15:06
Q1 2023 101 $326,521,705 +$45,398,321 -$17,352,974 +$28,045,347 VTI, GNR, MSFT, GOOGL, AMZN 13F-HR 27 Apr 2023, 16:09
Q4 2022 102 $281,237,222 +$47,582,671 -$23,657,695 +$23,924,976 VTI, GNR, GOOGL, MSFT, AMZN 13F-HR 01 Feb 2023, 10:22
Q3 2022 97 $240,347,000 +$159,473,419 -$13,589,273 +$145,884,146 VTI, GNR, VOO, GOOGL, MSFT 13F-HR 27 Oct 2022, 14:21
Q2 2022 87 $101,248,000 +$24,693,546 -$114,948,059 -$90,254,513 VOO, MSFT, GOOGL, SCHW, AMZN 13F-HR 09 Aug 2022, 10:46
Q1 2022 78 $216,868,000 +$24,857,387 -$17,263,467 +$7,593,920 VTI, VOO, GNR, MSFT, GOOGL 13F-HR 06 May 2022, 08:16
Q4 2021 82 $223,079,000 $0 $0 $0 VTI, VOO, MSFT, GOOGL, META 13F-HR 14 Feb 2022, 18:35