Sendero Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 14, 2026, lists the firm's total assets under management at the end of the reporting period.
The firm’s contact information for the filing is listed as Julie Gerron, Chief Compliance Officer, with a phone number of (210) 805-0171. The filing was submitted from Sendero Wealth Management’s office located at 250 W. Nottingham, Suite 300, San Antonio, TX 78209.
The portfolio disclosed in the filing includes a mix of individual common stocks and exchange-traded funds (ETFs). Among the notable holdings listed in the information table are:
- Amazon.com Inc. (Ticker: AMZN) – The firm holds 11,302,341 shares.
- Airbnb Inc. Class A (Ticker: ABNB) – The firm holds 8,082,869 shares.
- Apple Inc. (Ticker: AAPL) – The firm holds 7,145,278 shares.
- EverPure Inc. Class A (Ticker: EVPR) – The firm holds 5,681,999 shares.
- Exxon Mobil Holdings Corp. (Ticker: XOM) – The firm holds 11,547,804 shares.
- FormFactor Inc. (Ticker: FMFR) – The firm holds 2,584,855 shares.
- ICON Public Limited Company (Ticker: ICON) – The firm holds 6,812,690 shares.
- Intuitive Surgical Inc. (Ticker: ISRG) – The firm holds 1,416,293 shares.
The filing also includes several exchange-traded funds, including the iShares Core S&P 500 ETF (IVV), the iShares Core S&P 500 Growth ETF (IVW), and the iShares Bitcoin Trust (IBIT).
