§ 13F · FUND PROFILE
SENTINEL WEALTH MANAGEMENT, INC..
AUM · $142M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 52K | $21M | 14.9% | ±0% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 225K | $18M | 13.0% | +1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 145K | $13M | 9.3% | ±0% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 276K | $11M | 7.5% | +2% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 226K | $9M | 6.6% | +4% |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | 79K | $8M | 5.9% | ±0% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 144K | $7M | 4.8% | +6% |
| 8 | XSOE | WISDOMTREE TR | 121K | $6M | 4.2% | +2% |
| 9 | IWN | ISHARES TR | 26K | $6M | 4.0% | −1% |
| 10 | DFNM | DIMENSIONAL ETF TRUST | 103K | $5M | 3.5% | ±0% |
§ 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 $142 million in assets. The fund runs a portfolio of 39 positions.
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