Sendero Wealth Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 14, 2026

Latest 13F moves (filed Oct 14, 2026): 8 new positions, 7 added, 26 reduced, 4 sold out. Largest change by value: reduced $NVDA ($34.65M held).

New positions
8
Added / reduced
7 / 26
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +156.51K (+197.67%) 235.68K $21.24M —
$META Added +7.29K (+39.60%) 25.70K $18.64M —
$MUB New +39.13K 39.13K $3.96M —
$APH Added +18.94K (+85.29%) 41.16K $3.47M —
$ATI Added +3.95K (+28.59%) 17.76K $3.36M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -16.67K (-9.90%) 151.70K $34.65M —
$GOOGL Reduced -8.16K (-10.35%) 70.63K $24.30M —
$MSFT Reduced -5.52K (-15.48%) 30.16K $15.47M —
$AMZN Reduced -5.80K (-8.84%) 59.74K $14.89M —
$AVGO Reduced -4.43K (-9.91%) 40.31K $14.16M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MUB New +39.13K 39.13K $3.96M —
$AGG New +29.71K 29.71K $2.81M —
$FORM New +17.49K 17.49K $2.61M —
$LITE New +2.48K 2.48K $2.41M Read
$TSEM New +6.13K 6.13K $1.39M —
$RKT New +106.90K 106.90K $1.23M Read
$PYLD New +37.51K 37.51K $952.31K —
$GXO New +18.30K 18.30K $813.26K Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +156.51K (+197.67%) 235.68K $21.24M —
$META Added +7.29K (+39.60%) 25.70K $18.64M —
$APH Added +18.94K (+85.29%) 41.16K $3.47M —
$ATI Added +3.95K (+28.59%) 17.76K $3.36M —
$TER Added +1.74K (+28.55%) 7.81K $3.13M —
$SPY Added +1.80K (+102.63%) 3.55K $2.71M —
$ISRG Added +3.51K (+164.53%) 5.64K $2.30M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -16.67K (-9.90%) 151.70K $34.65M —
$GOOGL Reduced -8.16K (-10.35%) 70.63K $24.30M —
$MSFT Reduced -5.52K (-15.48%) 30.16K $15.47M —
$AMZN Reduced -5.80K (-8.84%) 59.74K $14.89M —
$AVGO Reduced -4.43K (-9.91%) 40.31K $14.16M —
$VOO Reduced -2.10K (-10.96%) 17.05K $11.95M —
$CRM Reduced -10.34K (-16.86%) 50.99K $11.71M —
$IQV Reduced -6.92K (-14.54%) 40.72K $10.95M —
$ANET Reduced -23.57K (-31.20%) 51.98K $10.58M —
$KDP Reduced -109.65K (-29.14%) 266.64K $8.09M —
$ABNB Reduced -6.80K (-12%) 49.85K $8.01M —
$ICE Reduced -9.13K (-14.96%) 51.89K $7.89M —
$PAYC Reduced -13.08K (-27.71%) 34.13K $7.43M —
$SCHW Reduced -12.61K (-14.85%) 72.29K $7.07M —
$ICLR Reduced -5.17K (-11.40%) 40.21K $6.83M —
$P Reduced -8.54K (-16.29%) 43.89K $5.74M —
$IT Reduced -3.74K (-14.78%) 21.55K $4.02M —
$CNC Reduced -70.91K (-52.32%) 64.61K $4.01M —
$EFX Reduced -7.48K (-29.42%) 17.94K $2.46M —
$UBER Reduced -14.57K (-31.56%) 31.59K $2.16M —
$RDDT Reduced -11.23K (-43.78%) 14.43K $2.05M —
$XLU Reduced -18.05K (-27.86%) 46.75K $1.84M —
$WDAY Reduced -6.76K (-43.90%) 8.63K $1.64M —
$PSX Reduced -4.92K (-45.60%) 5.88K $1.50M —
$SAP Reduced -4.23K (-41.30%) 6.01K $1.25M —
$MOH Reduced -5.04K (-61.94%) 3.10K $585.64K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VIG Sold out -3.93K — — —
$RSP Sold out -8.16K — — —
$MPC Sold out -4.27K — — —
$BKNG Sold out -15.98K — — —

All tracked 13F moves by Sendero Wealth Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Reduced -16.67K (-9.90%) 151.70K $34.65M —
$AVGO Reduced -4.43K (-9.91%) 40.31K $14.16M —
$AMZN Reduced -5.80K (-8.84%) 59.74K $14.89M —
$TSEM New +6.13K 6.13K $1.39M —
$RKT New +106.90K 106.90K $1.23M Read
$PYLD New +37.51K 37.51K $952.31K —
$MUB New +39.13K 39.13K $3.96M —
$LITE New +2.48K 2.48K $2.41M Read
$GXO New +18.30K 18.30K $813.26K Read
$FORM New +17.49K 17.49K $2.61M —
$AGG New +29.71K 29.71K $2.81M —
$WDAY Reduced -6.76K (-43.90%) 8.63K $1.64M —
$VIG Sold out -3.93K — — —
$VOO Reduced -2.10K (-10.96%) 17.05K $11.95M —
$UBER Reduced -14.57K (-31.56%) 31.59K $2.16M —
$SCHW Reduced -12.61K (-14.85%) 72.29K $7.07M —
$XLU Reduced -18.05K (-27.86%) 46.75K $1.84M —
$SAP Reduced -4.23K (-41.30%) 6.01K $1.25M —
$CRM Reduced -10.34K (-16.86%) 50.99K $11.71M —
$RSP Sold out -8.16K — — —
$RDDT Reduced -11.23K (-43.78%) 14.43K $2.05M —
$PSX Reduced -4.92K (-45.60%) 5.88K $1.50M —
$PAYC Reduced -13.08K (-27.71%) 34.13K $7.43M —
$MOH Reduced -5.04K (-61.94%) 3.10K $585.64K —
$MSFT Reduced -5.52K (-15.48%) 30.16K $15.47M —
$MPC Sold out -4.27K — — —
$KDP Reduced -109.65K (-29.14%) 266.64K $8.09M —
$IQV Reduced -6.92K (-14.54%) 40.72K $10.95M —
$ICE Reduced -9.13K (-14.96%) 51.89K $7.89M —
$ICLR Reduced -5.17K (-11.40%) 40.21K $6.83M —
$IT Reduced -3.74K (-14.78%) 21.55K $4.02M —
$P Reduced -8.54K (-16.29%) 43.89K $5.74M —
$EFX Reduced -7.48K (-29.42%) 17.94K $2.46M —
$CNC Reduced -70.91K (-52.32%) 64.61K $4.01M —
$BKNG Sold out -15.98K — — —
$ANET Reduced -23.57K (-31.20%) 51.98K $10.58M —
$GOOGL Reduced -8.16K (-10.35%) 70.63K $24.30M —
$ABNB Reduced -6.80K (-12%) 49.85K $8.01M —
$VUG Added +156.51K (+197.67%) 235.68K $21.24M —
$TER Added +1.74K (+28.55%) 7.81K $3.13M —
$SPY Added +1.80K (+102.63%) 3.55K $2.71M —
$META Added +7.29K (+39.60%) 25.70K $18.64M —
$ISRG Added +3.51K (+164.53%) 5.64K $2.30M —
$ATI Added +3.95K (+28.59%) 17.76K $3.36M —
$APH Added +18.94K (+85.29%) 41.16K $3.47M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Sendero Wealth Management holds or traded

Frequently asked questions

What did Sendero Wealth Management buy and sell in its latest 13F?

It opened or added to $VUG, $META, $MUB, $APH and $ATI; it cut or exited $NVDA, $GOOGL, $MSFT, $AMZN and $AVGO.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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