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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sendero Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001639375-26-000002

Total Value
$902.1M
Positions
314
Other Managers
8
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769579,358$194.2M21.53%
22023 ETF SERIES TRUST88339Y1022,349,314$76.3M8.45%
3AMERICAN BEACON SELECT FUNDS02368W4081,168,548$51.5M5.71%
4ISHARES TR464287150214,201$31.8M3.53%
5NVIDIA CORPORATIONNVDA160,952$30.0M3.33%
6ALPHABET INCGOOG80,955$25.3M2.81%
7MICROSOFT CORPMSFT50,679$24.5M2.72%
8AMAZON COM INCAMZN77,722$17.9M1.99%
9SPDR INDEX SHS FDS78463X541241,194$15.0M1.66%
10BROADCOM INCAVGO42,945$14.9M1.65%
11VANGUARD INDEX FDS92290836320,540$12.9M1.43%
12IQVIA HLDGS INCIQV47,088$10.6M1.18%
13FIRST CTZNS BANCSHARES INC D31946M1034,567$9.8M1.09%
14META PLATFORMS INCMETA14,536$9.6M1.06%
15SALESFORCE INCCRM34,718$9.2M1.02%
16CAPITAL ONE FINL CORP14040H10537,301$9.0M1.00%
17ARISTA NETWORKS INCANET68,945$9.0M1.00%
18KEURIG DR PEPPER INCKDP316,827$8.9M0.98%
19WARNER BROS DISCOVERY INCWBD283,664$8.2M0.91%
20INTERCONTINENTAL EXCHANGE IN45866F10449,845$8.1M0.89%
21EXXON MOBIL CORPXOM66,276$8.0M0.88%
22INTUITINTU11,703$7.8M0.86%
23CONOCOPHILLIPSCOP76,173$7.1M0.79%
24AIRBNB INCABNB50,836$6.9M0.76%
25SCHWAB CHARLES CORPSCHW-PJ65,200$6.5M0.72%
26UBER TECHNOLOGIES INCUBER71,819$5.9M0.65%
27CENTENE CORP DELCNC139,727$5.7M0.64%
28CBRE GROUP INCCBRE34,813$5.6M0.62%
29PAYCOM SOFTWARE INCPAYC35,115$5.6M0.62%
30WILLIS TOWERS WATSON PLC LTDWTW17,000$5.6M0.62%
31SCHWAB STRATEGIC TR808524797200,578$5.5M0.61%
32MARATHON PETE CORPMARA31,552$5.1M0.57%
33EQUIFAX INCEFX23,574$5.1M0.57%
34GE VERNOVA INCGEV7,709$5.0M0.56%
35APPLE INCAAPL18,402$5.0M0.55%
36VISA INCV13,901$4.9M0.54%
37DEERE & CODE10,356$4.8M0.53%
38LITHIA MTRS INC53679710314,343$4.8M0.53%
39CHARLES RIV LABS INTL INC15986410723,734$4.7M0.52%
40REDDIT INCRDDT19,532$4.5M0.50%
41HOWMET AEROSPACE INCHWM21,485$4.4M0.49%
42DEXCOM INCDXCM64,914$4.3M0.48%
43ISHARES TR4642876148,917$4.2M0.47%
44TARGA RES CORPTRGP21,808$4.0M0.45%
45ALPHABET INCGOOG12,349$3.9M0.43%
46SELECT SECTOR SPDR TR81369Y80326,272$3.8M0.42%
47BRUNSWICK CORPBC-PC50,720$3.8M0.42%
48GE AEROSPACE36960430112,153$3.7M0.41%
49ICON PLCICLR20,260$3.7M0.41%
50AMAZON COM INCAMZN15,826$3.7M0.40%
51SPDR GOLD TRGLD8,895$3.5M0.39%
52ORACLE CORPORCL-PD17,962$3.5M0.39%
53BOOKING HOLDINGS INCBKNG634$3.4M0.38%
54MASTERCARD INCORPORATEDMA5,700$3.3M0.36%
55NETFLIX INCNFLX34,142$3.2M0.35%
56AMERICAN INTL GROUP INC02687478437,179$3.2M0.35%
57PEPSICO INCPEP21,430$3.1M0.34%
58ALPHABET INCGOOG9,571$3.0M0.33%
59VANGUARD INDEX FDS9229087365,948$2.9M0.32%
60SELECT SECTOR SPDR TR81369Y88664,805$2.8M0.31%
61ABBOTT LABSABLZF22,004$2.8M0.31%
62MICROSOFT CORPMSFT5,408$2.6M0.29%
63AUTODESK INCADSK8,205$2.4M0.27%
64CADENCE DESIGN SYSTEM INCCDNS7,203$2.3M0.25%
65CUSTOM TRUCK ONE SOURCE INCCTOS390,797$2.3M0.25%
66PROCTER AND GAMBLE CO74271810915,290$2.2M0.24%
67UNITEDHEALTH GROUP INCUNH6,617$2.2M0.24%
68ALPHABET INCGOOG6,934$2.2M0.24%
69NVIDIA CORPORATIONNVDA11,559$2.2M0.24%
70VANGUARD STAR FDS92190976828,071$2.1M0.23%
71PHILLIPS 66PSX16,259$2.1M0.23%
72ABBVIE INCABBV9,126$2.1M0.23%
73ISHARES TR46428730915,869$2.0M0.22%
74WORKDAY INCWDAY8,901$1.9M0.21%
75TAIWAN SEMICONDUCTOR MFG LTD8740391006,021$1.8M0.20%
76JPMORGAN CHASE & CO.VYLD5,572$1.8M0.20%
77DANAHER CORPORATION2358511027,439$1.7M0.19%
78JOHNSON & JOHNSONJNJ8,225$1.7M0.19%
79AERCAP HOLDINGS NVAER11,534$1.7M0.18%
80VANGUARD INDEX FDS9229085129,258$1.6M0.18%
81INVESCO EXCHANGE TRADED FD TIVZ8,164$1.6M0.17%
82TEXAS INSTRS INC8825081048,566$1.5M0.16%
83WOODWARD INCWWD4,910$1.5M0.16%
84VICTORY CAP HLDGS INC92645B10323,214$1.5M0.16%
85MOLINA HEALTHCARE INCMOH8,432$1.5M0.16%
86SERVICENOW INCNOW9,550$1.5M0.16%
87COMCAST CORP NEWCCZ47,877$1.4M0.16%
88SPDR S&P 500 ETF TRSPY2,074$1.4M0.16%
89PINTEREST INCPINS53,523$1.4M0.15%
90DONALDSON INCDCI14,481$1.3M0.14%
91LENNAR CORPLEN-B12,474$1.3M0.14%
92ISHARES TR4642874086,040$1.3M0.14%
93INTUITIVE SURGICAL INCISRG2,164$1.2M0.14%
94COCA COLA COKO17,516$1.2M0.14%
95ARAMARKARMK33,093$1.2M0.14%
96SAP SESAPGF4,957$1.2M0.13%
97PLEXUS CORPPLXS8,166$1.2M0.13%
98ISHARES TR4642875985,693$1.2M0.13%
99ONEMAIN HLDGS INCOMF17,600$1.2M0.13%
100WHITE MTNS INS GROUP LTDG9618E107562$1.2M0.13%
101ABBOTT LABSABLZF8,919$1.1M0.12%
102ARROW ELECTRS INC04273510010,048$1.1M0.12%
103ZIONS BANCORPORATION N A98970110718,839$1.1M0.12%
104HENRY SCHEIN INCHSIC14,366$1.1M0.12%
105ISHARES TR4642878048,985$1.1M0.12%
106ASML HOLDING N VASMLF981$1.0M0.12%
107PRIMERICA INCPRI3,997$1.0M0.11%
108LAUDER ESTEE COS INC5184391049,756$1.0M0.11%
109VANGUARD INDEX FDS9229086373,185$1.0M0.11%
110APTARGROUP INCATR8,185$998,2430.11%
111CHEVRON CORP NEWCVX6,480$987,5780.11%
112ALCOA CORPAA18,305$972,7280.11%
113FIRSTCASH HOLDINGS INCFCFS6,101$972,3780.11%
114GATES INDL CORP PLCG3910810843,082$924,9710.10%
115HUMANA INCHUM3,603$922,8370.10%
116VALVOLINE INCVVV31,705$921,3480.10%
117HAYWARD HLDGS INCHAYW59,387$917,5300.10%
118MERCADOLIBRE INCMELI449$904,4030.10%
119BERKSHIRE HATHAWAY INC DELBRK-A1,782$895,7230.10%
120SABINE RTY TR78568810212,927$886,4050.10%
121CATERPILLAR INCCAT1,547$886,2300.10%
122CORE & MAIN INCCNM16,999$883,4390.10%
123BROADCOM INCAVGO2,511$869,0580.10%
124SM ENERGY COSM46,277$865,3800.10%
125PHILLIPS 66PSX6,604$852,1810.09%
126AON PLCAON2,379$839,5020.09%
127CONOCOPHILLIPSCOP8,783$822,1770.09%
128MCKESSON CORPMCK984$807,1660.09%
129VANGUARD SPECIALIZED FUNDS9219088443,657$803,6790.09%
130TRANE TECHNOLOGIES PLCTT2,049$797,4710.09%
131AMERICAN EXPRESS COAXP2,049$758,0280.08%
132HOULIHAN LOKEY INCHLI4,312$751,1080.08%
133MSA SAFETY INCMNESP4,658$745,9330.08%
134CAVCO INDS INC DEL1495681071,262$745,5140.08%
135SHELL PLCRYDAF10,032$737,1520.08%
136STARBUCKS CORPSBUX8,642$727,7420.08%
137ELI LILLY & COLLY676$726,2330.08%
138GE AEROSPACE3696043012,345$722,3490.08%
139FORTUNE BRANDS INNOVATIONS IFBIN13,998$700,1800.08%
140MERCK & CO INCMRK6,580$692,5810.08%
141REVVITY INCRVTY7,101$687,0220.08%
142INSIGHT ENTERPRISES INCNSIT8,421$686,0590.08%
143LAM RESEARCH CORPLRCX3,862$661,0980.07%
144HILTON WORLDWIDE HLDGS INCHLT2,298$660,1010.07%
145WALMART INCWMT5,711$636,3170.07%
146SOUTHWEST AIRLS CO84474110815,388$635,9870.07%
1473M COMMM3,929$629,0670.07%
148ELEVANCE HEALTH INC FORMERLYELV1,782$624,6810.07%
149CARLISLE COS INC1423391001,878$600,6980.07%
150WELLS FARGO CO NEW9497461016,445$600,6740.07%
151INVESCO QQQ TRIVZ973$598,0310.07%
152HURON CONSULTING GROUP INCHURN3,355$580,1140.06%
153ISHARES TR464287200838$574,0020.06%
154SEALED AIR CORP NEWSE13,800$571,7340.06%
155VANGUARD BD INDEX FDS9219378357,700$570,3630.06%
156APPLE INCAAPL2,087$567,3720.06%
157LOUISIANA PAC CORPLPX6,780$547,5530.06%
158CHECK POINT SOFTWARE TECH LTM224651042,913$540,5370.06%
159BROOKFIELD CORP11271J10711,314$520,2160.06%
160SYSCO CORPSYY7,035$518,4100.06%
161CSX CORPCSX14,297$518,2720.06%
162VANGUARD INTL EQUITY INDEX F9220428589,504$510,9360.06%
163META PLATFORMS INCMETA771$509,0700.06%
164MUELLER WTR PRODS INC62475810821,077$502,0550.06%
165DISNEY WALT CO2546871064,408$501,4680.06%
166GENERAL MTRS CO37045V1006,148$499,9560.06%
167VANGUARD TAX-MANAGED FDS9219438587,994$499,3860.06%
168VISA INCV1,384$485,4110.05%
169PTC INCPTC2,775$483,4330.05%
170SIMPSON MFG INC8290731052,993$483,2800.05%
171MARTIN MARIETTA MATLS INC573284106774$481,9390.05%
172CUMMINS INCCMI943$481,3770.05%
173BECTON DICKINSON & COBDX2,466$478,5770.05%
174TEXAS CAP BANCSHARES INC88224Q1075,200$470,8080.05%
175CAPITAL ONE FINL CORP14040H1051,913$463,6350.05%
176CITIGROUP INCC-PR3,950$460,9260.05%
177AMERIPRISE FINL INC03076C106931$456,5070.05%
178VONTIER CORPORATIONVNT11,312$420,5810.05%
179GE VERNOVA INCGEV632$412,8150.05%
180BJS WHSL CLUB HLDGS INC05550J1014,501$405,2260.04%
181VAIL RESORTS INCMTN3,004$398,9320.04%
182LIBERTY BROADBAND CORPLBRDP8,137$395,4590.04%
183ISHARES TR4642874653,988$382,9680.04%
184BANK AMERICA CORP0605051046,934$381,3530.04%
185APPLIED INDL TECHNOLOGIES IN03820C1051,424$365,6410.04%
186SCHWAB STRATEGIC TR80852460712,800$364,5440.04%
187PAYCHEX INCPAYX3,142$352,4700.04%
188CHARTER COMMUNICATIONS INC N16119P1081,687$352,1620.04%
189ACCENTURE PLC IRELANDACN1,290$346,1070.04%
190EMERSON ELEC COEMR2,574$341,6220.04%
191EOG RES INCEOG3,249$341,1780.04%
192WELLS FARGO CO NEW9497461013,625$337,8500.04%
193HUNT J B TRANS SVCS INC4456581071,731$336,4030.04%
194CTS CORPCTS7,279$312,0510.03%
195ROBERT HALF INC.RHI11,057$300,3090.03%
196SPROTT ASSET MANAGEMENT LPSII12,000$283,8000.03%
197DEERE & CODE607$282,6010.03%
198VANGUARD INDEX FDS9229085533,095$273,8670.03%
199TAIWAN SEMICONDUCTOR MFG LTD874039100869$264,0810.03%
200SYSCO CORPSYY3,506$258,3580.03%
201CAL MAINE FOODS INCCALM3,241$257,8870.03%
202BECTON DICKINSON & COBDX1,300$252,2910.03%
203ENTERPRISE PRODS PARTNERS L2937921077,827$250,9340.03%
204SYNOPSYS INCSNPS533$250,3610.03%
205AIR PRODS & CHEMS INCAIIR1,004$248,0090.03%
206AMERICAN EXPRESS COAXP659$243,7980.03%
207CORTEVA INCCTVA3,470$232,5980.03%
208VULCAN MATLS CO929160109813$231,8840.03%
209PFIZER INCPFE9,296$231,4710.03%
210AMERICAN TOWER CORP NEW03027X1001,314$230,6640.03%
211VALMONT INDS INC920253101570$229,3230.03%
212NEXTERA ENERGY INCNEE-PW2,835$227,5690.03%
213ROPER TECHNOLOGIES INCROP498$221,6750.02%
214CINTAS CORPCTAS1,056$198,6020.02%
215VAIL RESORTS INCMTN1,471$195,3490.02%
216PAYCOM SOFTWARE INCPAYC1,180$188,0450.02%
217ASML HOLDING N VASMLF156$166,8990.02%
218BERKSHIRE HATHAWAY INC DELBRK-A306$153,8110.02%
219EMERSON ELEC COEMR1,129$149,8410.02%
220HOME DEPOT INCHD433$148,9960.02%
221AMGEN INCAMGN429$140,4160.02%
222JOHNSON & JOHNSONJNJ653$135,1390.01%
223COCA COLA COKO1,777$124,2310.01%
224ARISTA NETWORKS INCANET941$123,2580.01%
225ELI LILLY & COLLY109$117,1410.01%
226MASTERCARD INCORPORATEDMA205$117,0310.01%
227ORACLE CORPORCL-PD598$116,5570.01%
228BANK AMERICA CORP0605051042,083$114,5650.01%
229INTUITINTU167$110,6250.01%
230PEPSICO INCPEP601$86,2560.01%
231MARATHON PETE CORPMARA509$82,7880.01%
232NETFLIX INCNFLX867$81,2900.01%
233UBER TECHNOLOGIES INCUBER988$80,7390.01%
234HOME DEPOT INCHD223$76,5730.01%
235PFIZER INCPFE3,057$76,1200.01%
236IQVIA HLDGS INCIQV315$71,0050.01%
237AUTODESK INCADSK225$66,6030.01%
238SALESFORCE INCCRM245$64,9780.01%
239ICON PLCICLR355$64,6890.01%
240FIRST CTZNS BANCSHARES INC D31946M10329$62,2400.01%
241AMGEN INCAMGN189$61,8960.01%
242WARNER BROS DISCOVERY INCWBD2,049$59,0530.01%
243KEURIG DR PEPPER INCKDP1,975$55,3200.01%
244INTERCONTINENTAL EXCHANGE IN45866F104341$55,2290.01%
245SHELL PLCRYDAF731$53,7140.01%
246AMBEV SAABEV21,540$53,2040.01%
247DEXCOM INCDXCM760$50,4420.01%
248HOWMET AEROSPACE INCHWM241$49,4100.01%
249REDDIT INCRDDT209$48,0430.01%
250JPMORGAN CHASE & CO.VYLD146$47,0450.01%
251COMCAST CORP NEWCCZ1,553$46,4200.01%
252SCHWAB CHARLES CORPSCHW-PJ462$46,1590.01%
253CENTENE CORP DELCNC1,015$41,7680.00%
254AIRBNB INCABNB305$41,3950.00%
255CARLISLE COS INC142339100127$40,6230.00%
256BOOKING HOLDINGS INCBKNG7$37,4880.00%
257WILLIS TOWERS WATSON PLC LTDWTW111$36,4750.00%
258LAM RESEARCH CORPLRCX212$36,2910.00%
259CBRE GROUP INCCBRE222$35,6960.00%
260CHARLES RIV LABS INTL INC159864107173$34,5110.00%
261EQUIFAX INCEFX155$33,6320.00%
262LITHIA MTRS INC53679710393$30,9070.00%
263CUMMINS INCCMI60$30,6270.00%
264ACCENTURE PLC IRELANDACN112$30,0500.00%
265MERCK & CO INCMRK265$27,8940.00%
266TARGA RES CORPTRGP145$26,7530.00%
267BROOKFIELD CORP11271J107565$25,9790.00%
268CINTAS CORPCTAS134$25,2020.00%
269BRUNSWICK CORPBC-PC335$24,8710.00%
270CADENCE DESIGN SYSTEM INCCDNS79$24,7630.00%
271HUNT J B TRANS SVCS INC445658107110$21,3780.00%
272VONTIER CORPORATIONVNT567$21,0820.00%
273AMERICAN INTL GROUP INC026874784238$20,3700.00%
274TEXAS INSTRS INC882508104112$19,4310.00%
275WALMART INCWMT170$18,9400.00%
276SERVICENOW INCNOW116$17,7710.00%
277CAVCO INDS INC DEL14956810728$16,5410.00%
278AMERICAN TOWER CORP NEW03027X10092$16,1530.00%
279ABBVIE INCABBV69$15,7660.00%
280PINTEREST INCPINS592$15,3270.00%
281INTUITIVE SURGICAL INCISRG25$14,1590.00%
282FIRSTCASH HOLDINGS INCFCFS88$14,0260.00%
283SAP SESAPGF57$13,8460.00%
284EXXON MOBIL CORPXOM104$12,5160.00%
285CAL MAINE FOODS INCCALM157$12,4930.00%
286TRANE TECHNOLOGIES PLCTT32$12,4550.00%
287UNITEDHEALTH GROUP INCUNH33$10,9410.00%
288CATERPILLAR INCCAT19$10,8850.00%
289VULCAN MATLS CO92916010935$9,9830.00%
290AON PLCAON27$9,5280.00%
291DISNEY WALT CO25468710682$9,3300.00%
292PROCTER AND GAMBLE CO74271810961$8,7420.00%
293CITIGROUP INCC-PR71$8,2850.00%
294BJS WHSL CLUB HLDGS INC05550J10190$8,1030.00%
295CHEVRON CORP NEWCVX48$7,3160.00%
296VALVOLINE INCVVV241$7,0040.00%
297ROPER TECHNOLOGIES INCROP15$6,6770.00%
298MERCADOLIBRE INCMELI3$6,0430.00%
299STARBUCKS CORPSBUX64$5,3900.00%
300MOLINA HEALTHCARE INCMOH30$5,2070.00%
301CTS CORPCTS108$4,6300.00%
302NEXTERA ENERGY INCNEE-PW56$4,4960.00%
303CSX CORPCSX119$4,3140.00%
304WORKDAY INCWDAY20$4,2960.00%
305SYNOPSYS INCSNPS9$4,2280.00%
306ELEVANCE HEALTH INC FORMERLYELV12$4,2210.00%
307GENERAL MTRS CO37045V10039$3,1430.00%
308AMERIPRISE FINL INC03076C1066$2,9430.00%
309EOG RES INCEOG28$2,9410.00%
310AIR PRODS & CHEMS INCAIIR9$2,2240.00%
311DANAHER CORPORATION2358511029$2,0610.00%
312LENNAR CORPLEN-B17$1,7480.00%
313REVVITY INCRVTY12$1,1610.00%
314HUMANA INCHUM4$1,0250.00%