Sendero Wealth Management, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$904.1M
Holdings
211
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 7.3% (76.7k → 71.1k shares)
20.7%
02
$EAGL
2023 ETF SERIES TRUST
Held since at least Q1 2024
9.2%
03
$MGNR
AMERICAN BEACON SELECT FUNDS
Held since at least Q1 2024
8.3%
04
$ITOT
ISHARES TR
Q1 2026: Sold 13.7% (91.3k → 78.8k shares)
3.4%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 64.7% (34.6k → 12.2k shares)
3.3%
06
$TLG
TOUCHSTONE ETF TRUST
Held since at least Q1 2024
2.8%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 1.2% (441.1k → 435.7k shares)
2.6%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +6.3% (364.8k → 387.6k shares)
2.3%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 1.0% (783.7k → 775.5k shares)
1.9%
10
$AVGO
BROADCOM INC
Q1 2026: Increased +7.0% (216.2k → 231.3k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:31 UTC.