§ 13F · FUND PROFILE
SENTINEL WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.5T (13F)Positions · 39Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 52K | $19.4T | 16.1% | −3% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 221K | $15.4T | 12.8% | +1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 136K | $10.3T | 8.5% | +8% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 255K | $8.4T | 7.0% | +7% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 200K | $7.6T | 6.3% | +10% |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | 76K | $7.0T | 5.8% | +3% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 119K | $5.2T | 4.3% | +19% |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 103K | $5.0T | 4.1% | ±0% |
| 9 | SUB | ISHARES TR | 46K | $4.9T | 4.1% | −1% |
| 10 | IWN | ISHARES TR | 26K | $4.8T | 4.0% | ±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 $106450.7 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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