Sentinel Wealth Management, Inc. Portfolio Holdings

Sentinel Wealth Management, Inc.

  • $106 Million
  • Q2 2025

Sentinel Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $18.2M, Dimensional ETF Tr U S Small C with a value of $14.2M, American Centy ETF Tr Avantis with a value of $8.07M, Dimensional ETF Tr Dimensional with a value of $6.88M, and Vanguard Russell 1000 Value Et with a value of $6.23M.

Examining the 13F form we can see an increase of $106M in the current position value.

Sentinel Wealth Management, Inc. is based out at Reston, VA

Below you can find more details about Sentinel Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $106 Million
ETFs: $94.1 Million
Energy: $1.26 Million
Technology: $358,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.2 Million 17.14% of portfolio
53,718
Q2 2025 New
$0
$14.2 Million 13.35% of portfolio
222,993
Q2 2025 New
$0
$8.07 Million 7.58% of portfolio
118,316
Q2 2025 New
$0
$6.88 Million 6.47% of portfolio
233,852
Q2 2025 New
$0
$6.23 Million 5.85% of portfolio
73,139
Q2 2025 New
$0
$5.48 Million 5.15% of portfolio
158,541
Q2 2025 New
$0
$5.46 Million 5.13% of portfolio
51,310
Q2 2025 New
$0
$5.08 Million 4.77% of portfolio
107,077
Q2 2025 New
$0
$4.72 Million 4.43% of portfolio
29,888
Q2 2025 New
$0
$3.67 Million 3.45% of portfolio
47,460
Q2 2025 New
$0
$3.46 Million 3.25% of portfolio
100,449
Q2 2025 New
$0
$2.69 Million 2.52% of portfolio
60,836
Q2 2025 New
$0
$1.97 Million 1.85% of portfolio
18,039
Q2 2025 New
$0
$1.8 Million 1.69% of portfolio
62,041
Q2 2025 New
$0
$1.75 Million 1.64% of portfolio
36,411
Q2 2025 New
$0
$1.5 Million 1.41% of portfolio
2,710
Q2 2025 New
$0
$1.38 Million 1.3% of portfolio
4,523
Q2 2025 New
$0
$1.3 Million 1.22% of portfolio
16,240
Q2 2025 New
$0
$1.18 Million 1.11% of portfolio
2,689
Q2 2025 New
$0
$1.06 Million 1.0% of portfolio
36,041
Q2 2025 New
$0
$891,000 0.84% of portfolio
10,005
Q2 2025 New
$0
$716,000 0.67% of portfolio
1,260
Q2 2025 New
$0
$708,000 0.67% of portfolio
3,283
Q2 2025 New
$0
$669,000 0.63% of portfolio
1,906
Q2 2025 New
$0
$623,000 0.59% of portfolio
2,181
Q2 2025 New
$0
$583,000 0.55% of portfolio
1,373
Q2 2025 New
$0
$517,000 0.49% of portfolio
1,170
Q2 2025 New
$0
$506,000 0.48% of portfolio
815
Q2 2025 New
$0
$487,000 0.46% of portfolio
3,815
Q2 2025 New
$0
$467,000 0.44% of portfolio
6,426
Q2 2025 New
$68.2B
$430,000 0.4% of portfolio
13,864
Q2 2025 New
$0
$415,000 0.39% of portfolio
2,137
Q2 2025 New
$33.1B
$404,000 0.38% of portfolio
4,952
Q2 2025 New
$293B
$358,000 0.34% of portfolio
5,165
Q2 2025 New
$0
$347,000 0.33% of portfolio
3,660
Q2 2025 New
$0
$326,000 0.31% of portfolio
3,650
Q2 2025 New
$12.3B
$224,000 0.21% of portfolio
12,206
Q2 2025 New
$53.7B
$203,000 0.19% of portfolio
11,183
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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