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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 $801,552,035
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 570,320 $173,337,432 21.63%
2.
2023 Etf Series Trust
 1,593,833 $48,101,880 6%
3.
American Beacon Select Funds
 912,866 $30,327,250 3.78%
4.
Nvidia Corp
 NVDA 184,571 $29,160,374 3.64%
5.
Ishares Trust
 IEF 212,613 $28,711,256 3.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)