Long-term investor
Sendero Wealth Management, LLC @senderowealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001639375).
Record
- Tracked since 2025-06-30 (450 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.4% · 1 year n/a · all -0.1%
- Max drawdown n/a · win rate 56% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 21.4% · long · since 2025-06-30
- 88339Y102 · 9.3% · long · since 2025-06-30
- 02368W408 · 6.9% · long · since 2025-06-30
- 464287150 · 3.5% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- 89157W863 · 2.9% · long · since 2026-03-31
- GOOGL · 2.8% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- 922908363 · 1.3% · long · since 2025-06-30
- 040413205 · 1.3% · long · since 2025-06-30