Sentinel Wealth Management, Inc. Portfolio Holdings

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.