SENTINEL WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, SENTINEL WEALTH MANAGEMENT, INC. held in its portfolio 38 assets valued at $120,591,040 (i.e. $120.59M).
The most valuable assets in the portfolio included: ISHARES TR ($19.39M), DIMENSIONAL ETF TRUST ($15.41M), and AMERICAN CENTY ETF TR ($10.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SENTINEL WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 51909 | 19384897 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 221175 | 15409263 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 135643 | 10277671 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 255418 | 8400699 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 199895 | 7617999 | INTL CORE EQT MK |
| VANGUARD SCOTTSDALE FDS | 76347 | 7046829 | VNG RUS1000VAL |
| AMERICAN CENTY ETF TR | 119282 | 5192346 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 102851 | 4954333 | NATL MUN BD ETF |
| ISHARES TR | 45920 | 4899664 | SHRT NAT MUN ETF |
| ISHARES TR | 26352 | 4775246 | RUS 2000 VAL ETF |
| WISDOMTREE TR | 115678 | 4513756 | EM EX ST-OWNED |
| ISHARES TR | 46808 | 3961830 | CORE MSCI TOTAL |
| ISHARES TR | 19572 | 2352163 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 61411 | 2000157 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 37395 | 1793091 | SHORT DURATION F |
| ISHARES TR | 16514 | 1649419 | CORE US AGGBD ET |
| INVESCO QQQ TR | 2550 | 1566491 | UNIT SER 1 |
| VANGUARD INDEX FDS | 4523 | 1516427 | TOTAL STK MKT |
| FIDELITY COMWLTH TR | 16240 | 1484336 | NASDAQ COMPSIT |
| VANGUARD INDEX FDS | 2689 | 1311856 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 36041 | 1141239 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 9865 | 872954 | REAL ESTATE ETF |
| ISHARES TR | 3283 | 808144 | RUSSELL 2000 ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1260 | 762885 | UTSER1 S&PDCRP |
| ISHARES TR | 1906 | 737337 | RUSSELL 3000 ETF |
| ISHARES TR | 2181 | 704485 | RUS 2000 GRW ETF |
| ISHARES TR | 1373 | 649841 | RUS 1000 GRW ETF |
| ISHARES TR | 3815 | 601626 | MICRO-CAP ETF |
| SPDR DOW JONES INDL AVERAGE | 1170 | 563489 | UT SER 1 |
| ISHARES TR | 772 | 528774 | CORE S&P500 ETF |
| ISHARES TR | 6426 | 498208 | EAFE SML CP ETF |
| ISHARES TR | 2137 | 449497 | RUS 1000 VAL ETF |
| ENTERPRISE PRODS PARTNERS L | 13864 | 444492 | COM |
| CISCO SYS INC | 5165 | 397860 | COM |
| ISHARES TR | 4112 | 394876 | MSCI EAFE ETF |
| ONEOK INC NEW | 4952 | 363994 | COM |
| ISHARES TR | 3660 | 343638 | U.S. REAL ES ETF |
| PLAINS ALL AMERN PIPELINE L | 12206 | 219228 | UNIT LTD PARTN |
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