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Portfolio (Quarterly) Guide ↗

Sendero Wealth Management, LLC

· CIK 0001639375
13F Portfolio $1.0B AUM 330 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 78 Added 65 Reduced 13 Exited
Page 5 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOW SERVICENOW INC Technology 19,465.0 $1.9M 0.19% +5K +36.9% $99.28 +21.1%
82 SPGI S&P GLOBAL INC Financial Services 4,663.0 $1.9M 0.19% +3K +205.2% $407.26 +1.7%
83 JPM JPMORGAN CHASE & CO Financial Services 5,790.0 $1.9M 0.19% $327.33 +10.4%
84 WDAY WORKDAY INC Technology 15,392.0 $1.9M 0.19% +5K +54.3% $122.42 +58.9%
85 MOH MOLINA HEALTHCARE INC Healthcare 8,137.0 $1.9M 0.18% +3K +68.3% $228.70 -10.6%
86 VEA VANGUARD TAX-MANAGED FDS 26,045.0 $1.9M 0.18% +1K +4.1% $71.25 +2.5%
87 PSX PHILLIPS 66 Energy 10,801.0 $1.8M 0.18% -8K -42.2% $169.05 +41.2%
88 RSP INVESCO EXCHANGE TRADED FD T 8,164.0 $1.7M 0.17% $212.78 +3.8%
89 HUM HUMANA INC Healthcare 4,257.0 $1.7M 0.17% +651.0 +18.1% $397.22 -2.5%
90 CAT CATERPILLAR INC Industrials 1,560.0 $1.7M 0.17% +11.0 +0.7% $1064.90 -19.9%
91 MA MASTERCARD INCORPORATED Financial Services 3,200.0 $1.6M 0.16% -3K -50.4% $513.60 +10.5%
92 LRCX LAM RESEARCH CORP Technology 3,674.0 $1.6M 0.16% -141.0 -3.7% $433.33 -25.4%
93 SAP SAP SE Technology 10,241.0 $1.6M 0.16% +684.0 +7.2% $154.11 +37.9%
94 KO COCA COLA CO Consumer Defensive 19,205.0 $1.6M 0.15% $81.27 +8.6%
95 ARMK ARAMARK Industrials 27,089.0 $1.5M 0.15% -6K -18.2% $56.90 +8.8%
96 HAYW HAYWARD HLDGS INC Industrials 86,577.0 $1.5M 0.15% +27K +45.8% $17.31 -15.3%
97 VOE VANGUARD INDEX FDS 7,474.0 $1.5M 0.15% $197.60 +6.3%
98 VVV VALVOLINE INC Energy 37,283.0 $1.5M 0.15% +5K +16.7% $39.54 -14.4%
99 VCTR VICTORY CAP HLDGS INC DEL Financial Services 17,466.0 $1.5M 0.15% -4K -17.0% $84.06 +39.6%
100 IWD ISHARES TR 5,693.0 $1.4M 0.14% $242.43 +6.1%
Page 5 of 11  ·  209 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 14.8%
Communication Services 11.5%
Healthcare 10.4%
Industrials 8.9%
Consumer Cyclical 8.6%
Energy 6.5%
Consumer Defensive 4.7%
Utilities 1.5%
Real Estate 0.9%