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Julie Gerron

Sendero Wealth Management, Llc

Assets Managed
$904.081M
Holdings
205
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.23%(2Q avg: 2.98%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Sendero Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of Sendero Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 904.081M in assets, with a quarterly growth rate of 0.23% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Julie Gerron, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.48%
20.66%
$186.755M
582,137 shares@ $320.82 avg price
EAGL
Eagle Capital Select Eqty
Recent Activity
Increased 16.19%
9.19%
$83.03M
2.729M shares@ $30.43 avg price
MGNR
Amer Beac Glg Ntrl Rsrcs Etf
Recent Activity
Increased 24.9%
8.33%
$75.281M
1.46M shares@ $51.58 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.23%
3.39%
$30.578M
214,689 shares@ $142.43 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.68%
3.31%
$29.88M
171,329 shares@ $174.4 avg price
TLG
Touchstone Lrg Comp Grw Etf
Recent Activity
New Position
2.82%
$25.443M
1.089M shares@ $23.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -11.68%
2.63%
$23.697M
82,406 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.93%
2.28%
$20.568M
55,564 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -9.75%
1.95%
$17.583M
84,423 shares@ $208.27 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.61%
1.57%
$14.155M
45,732 shares@ $309.52 avg price

1-10 of 205