§ 13F · FUND PROFILE
SENTINEL WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 38Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$216K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 52K | $18M | 14.8% | ±0% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 222K | $16M | 12.6% | +1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 144K | $12M | 9.3% | +6% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 270K | $9M | 7.6% | +6% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 218K | $8M | 6.8% | +9% |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | 79K | $7M | 5.9% | +4% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 135K | $6M | 4.8% | +14% |
| 8 | IWN | ISHARES TR | 26K | $5M | 4.0% | −1% |
| 9 | DFNM | DIMENSIONAL ETF TRUST | 103K | $5M | 3.9% | ±0% |
| 10 | SUB | ISHARES TR | 45K | $5M | 3.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENTINEL SIGNAL
AC read
SENTINEL WEALTH MANAGEMENT, INC. is a Other fund managing $115 million in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed