Sentinel Wealth Management, Inc. has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $118 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 $19.1M, Dimensional ETF Tr U S Small C with a value of $14.9M, American Centy ETF Tr Avantis with a value of $9.85M, Dimensional ETF Tr Dimensional with a value of $8.02M, and Dimensional ETF Tr with a value of $7.41M.
Examining the 13F form we can see an increase of $2.93M in the current position value, from $115M to 118M.
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.
