Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sendero Wealth Management, Llc > Profile

Instuitional Investor - Sendero Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sendero Wealth Management, Llc
Portfolio Value $853,280,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 566,989 $186,068,819 21.81%
2.
2023 Etf Series Trust
 1,827,062 $57,113,959 6.69%
3.
American Beacon Select Funds
 1,067,363 $43,174,818 5.06%
4.
Nvidia Corp
 NVDA 172,749 $32,231,509 3.78%
5.
Ishares Trust
 IEF 213,220 $31,055,471 3.64%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.