SENTINEL WEALTH MANAGEMENT, INC.
CIK 0001929328 · RESTON, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$141.9M
2026 Q2
Positions
39
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IWB
ISHARES TR
14.9%
DFAS
DIMENSIONAL ETF TRUST
13.0%
AVLV
AMERICAN CENTY ETF TR
9.3%
DFSV
DIMENSIONAL ETF TRUST
7.5%
DFAI
DIMENSIONAL ETF TRUST
6.6%
VONV
VANGUARD SCOTTSDALE FDS
5.9%
AVRE
AMERICAN CENTY ETF TR
4.8%
XSOE
WISDOMTREE TR
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.