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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 $902,073,747
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 579,358 $194,241,229 21.53%
2.
2023 Etf Series Trust
 2,349,314 $76,258,741 8.45%
3.
American Beacon Select Funds
 1,168,548 $51,532,955 5.71%
4.
Nvidia Corp
 NVDA 172,511 $32,173,273 3.57%
5.
Ishares Trust
 IEF 214,201 $31,849,620 3.53%
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)

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