Sentinel Wealth Management, Inc. Portfolio Holdings

Sentinel Wealth Management, Inc.

  • $115 Million
  • Q3 2025

Sentinel Wealth Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $115 Million distributed in 38 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 $19.5M, Dimensional ETF Tr U S Small C with a value of $15M, American Centy ETF Tr Avantis with a value of $9.06M, Dimensional ETF Tr Dimensional with a value of $7.62M, and Vanguard Russell 1000 Value Et with a value of $6.64M.

Examining the 13F form we can see an increase of $8.66M in the current position value, from $106M to 115M.

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 $115 Million
ETFs: $100 Million
Energy: $1 Million
Technology: $353,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Million 16.95% of portfolio
53,382
Q3 2025 Reduced 0.63%
$0
$15 Million 13.07% of portfolio
219,689
Q3 2025 Reduced 1.48%
$0
$9.06 Million 7.87% of portfolio
125,323
Q3 2025 Added 5.92%
$0
$7.62 Million 6.62% of portfolio
239,196
Q3 2025 Added 2.29%
$0
$6.64 Million 5.77% of portfolio
74,300
Q3 2025 Added 1.59%
$0
$6.61 Million 5.74% of portfolio
181,922
Q3 2025 Added 14.75%
$0
$4.93 Million 4.29% of portfolio
102,851
Q3 2025 Reduced 3.95%
$0
$4.93 Million 4.28% of portfolio
46,196
Q3 2025 Reduced 9.97%
$0
$4.66 Million 4.05% of portfolio
26,352
Q3 2025 Reduced 11.83%
$0
$4.44 Million 3.86% of portfolio
99,893
Q3 2025 Added 64.2%
$0
$4.16 Million 3.61% of portfolio
109,571
Q3 2025 Added 9.08%
$0
$3.91 Million 3.4% of portfolio
47,376
Q3 2025 Reduced 0.18%
$0
$2.15 Million 1.86% of portfolio
18,052
Q3 2025 Added 0.07%
$0
$1.96 Million 1.7% of portfolio
62,041
Q2 2025 New
$0
$1.78 Million 1.55% of portfolio
36,944
Q3 2025 Added 1.46%
$0
$1.66 Million 1.44% of portfolio
16,514
Q3 2025 Added 12.36%
$0
$1.48 Million 1.29% of portfolio
4,523
Q2 2025 New
$0
$1.45 Million 1.26% of portfolio
16,240
Q2 2025 New
$0
$1.29 Million 1.12% of portfolio
2,689
Q2 2025 New
$0
$1.1 Million 0.95% of portfolio
36,041
Q2 2025 New
$0
$905,000 0.79% of portfolio
9,908
Q3 2025 Reduced 0.97%
$0
$794,000 0.69% of portfolio
3,283
Q2 2025 New
$0
$750,000 0.65% of portfolio
1,260
Q2 2025 New
$0
$722,000 0.63% of portfolio
1,906
Q2 2025 New
$0
$698,000 0.61% of portfolio
2,181
Q2 2025 New
$0
$643,000 0.56% of portfolio
1,373
Q2 2025 New
$0
$568,000 0.49% of portfolio
3,815
Q2 2025 New
$0
$542,000 0.47% of portfolio
1,170
Q2 2025 New
$0
$518,000 0.45% of portfolio
775
Q3 2025 Reduced 4.91%
$0
$493,000 0.43% of portfolio
6,426
Q2 2025 New
$0
$435,000 0.38% of portfolio
2,137
Q2 2025 New
$70.2B
$433,000 0.38% of portfolio
13,864
Q2 2025 New
$31.5B
$361,000 0.31% of portfolio
4,952
Q2 2025 New
$0
$355,000 0.31% of portfolio
3,660
Q2 2025 New
$319B
$353,000 0.31% of portfolio
5,165
Q2 2025 New
$0
$340,000 0.3% of portfolio
3,650
Q2 2025 New
$11.8B
$208,000 0.18% of portfolio
12,206
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $115 Million
  • Prior Value $106 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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