Sendero Wealth Management, LLC
Top Portfolio Positions
176 positions ·
$445,108,771 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
171,329 | $29,879,777 | 6.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
82,406 | $23,696,669 | 5.32% | |
| MSFT |
Microsoft Corp
Technology
|
55,564 | $20,568,124 | 4.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
84,423 | $17,582,778 | 3.95% | |
| AVGO |
Broadcom Inc.
Technology
|
45,732 | $14,154,510 | 3.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
65,867 | $11,174,994 | 2.51% | |
| CRM |
Salesforce, Inc.
Technology
|
53,307 | $9,950,817 | 2.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,249 | $9,296,540 | 2.09% | |
| COP |
Conocophillips
Energy
|
70,107 | $9,254,124 | 2.08% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
56,135 | $8,828,912 | 1.98% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,344,994 | 45,973 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $3,790,322 | 51,055 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,351,909 | 53,003 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $2,956,057 | 53,513 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,783,291 | 51,686 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $864,124 | 13,360 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $3,231,092 | 38,548 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $2,590,756 | 35,602 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $3,325,403 | 34,453 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,922,913 | 30,211 | Shares | Other | 2024-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||