Holdings
Sendero Wealth Management, LLC
As of Sep 30, 2026, Sendero Wealth Management, LLC reported 160 positions worth US$451M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 152K | US$34.6M | −16,668 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 88,460 | US$30.4M | −6,297 | Sep 30, 2026 |
| Meta Platforms, Inc. | 25,701 | US$18.6M | +7,291 | Sep 30, 2026 |
| Microsoft Corp. | 30,156 | US$15.5M | −5,523 | Sep 30, 2026 |
| Amazon.com, Inc. | 59,744 | US$14.9M | −5,796 | Sep 30, 2026 |
| Broadcom Inc. | 40,313 | US$14.2M | −4,432 | Sep 30, 2026 |
| Salesforce, Inc. | 50,994 | US$11.7M | −10,340 | Sep 30, 2026 |
| Iqvia Holdings, Inc. | 40,718 | US$10.9M | −6,925 | Sep 30, 2026 |
| Arista Networks, Inc. | 51,976 | US$10.6M | −23,574 | Sep 30, 2026 |
| First Citizens Bancshares, Inc. | 4,161 | US$8.57M | −619 | Sep 30, 2026 |