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Manager record

Sendero Wealth Management, LLC

San Antonio, TX · CIK 1639375 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.00BReported 13F valueQ3 2026 · as filed
332Holdings listed
-0.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $801.6M$801.6MQ2 2025293 holdingsQ3 2025: $853.3M$853.3MQ3 2025295 holdingsQ4 2025: $902.1M$902.1MQ4 2025314 holdingsQ1 2026: $904.1M$904.1MQ1 2026321 holdingsQ2 2026: $1.0B$1.0BQ2 2026330 holdingsQ3 2026: $1.0B$1.0BQ3 2026332 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$1.00B · 332 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$1.00B · 330 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$904.08M · 321 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$902.07M · 314 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$853.28M · 295 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR/A · period Q2 2025

$801.55M · 293 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$801.55M · 293 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology