Sentinel Wealth Management, Inc. Top Holdings and 13F Report (2025) About Sentinel Wealth Management, Inc.Investment ActivitySentinel Wealth Management, Inc. has $106.45 thousand in total holdings as of June 30, 2025.Sentinel Wealth Management, Inc. owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Russell 1000 ETF $18,241Dimensional U.S. Small Cap ETF $14,207Avantis U.S. Large Cap Value ETF $8,070Dimensional US Small Cap Value ETF $6,882Vanguard Russell 1000 Value ETF $6,232 Sector AllocationMap of 500 Largest Holdings ofSentinel Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$18,24153,71817.1%ETFDFASDimensional U.S. Small Cap ETF$14,207222,99313.3%ETFAVLVAvantis U.S. Large Cap Value ETF$8,070118,3167.6%ETFDFSVDimensional US Small Cap Value ETF$6,882233,8526.5%ETFVONVVanguard Russell 1000 Value ETF$6,23273,1395.9%ETFDFAIDimensional International Core Equity Market ETF$5,481158,5415.1%ETFSUBiShares Short-Term National Muni Bond ETF$5,45651,3105.1%ETFDFNMDimensional National Municipal Bond ETF$5,079107,0774.8%ETFIWNiShares Russell 2000 Value ETF$4,71529,8884.4%ETFIXUSiShares Core MSCI Total International Stock ETF$3,66947,4603.4%ManufacturingXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$3,463100,4493.3%FinanceAVREAvantis Real Estate ETF$2,68760,8362.5%ETFIJRiShares Core S&P Small-Cap ETF$1,97118,0391.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,79662,0411.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,74836,4111.6%ETFQQQInvesco QQQ$1,4972,7101.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,45814,6981.4%FinanceVTIVanguard Total Stock Market ETF$1,3794,5231.3%ETFONEQFidelity NASDAQ Composite Index ETF$1,30116,2401.2%ETFVUGVanguard Growth ETF$1,1802,6891.1%ETFDIHPDimensional International High Profitability ETF$1,06336,0411.0%ETFVNQVanguard Real Estate ETF$89110,0050.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$7161,2600.7%ETFIWMiShares Russell 2000 ETF$7083,2830.7%FinanceIWViShares Russell 3000 ETF$6691,9060.6%ETFIWOiShares Russell 2000 Growth ETF$6232,1810.6%ETFIWFiShares Russell 1000 Growth ETF$5831,3730.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$5171,1700.5%FinanceIVViShares Core S&P 500 ETF$5068150.5%ETFIWCiShares Micro-Cap ETF$4873,8150.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$4676,4260.4%ETFEPDEnterprise Products Partners$43013,8640.4%EnergyIWDiShares Russell 1000 Value ETF$4152,1370.4%ETFOKEONEOK$4044,9520.4%EnergyCSCOCisco Systems$3585,1650.3%Computer and TechnologyIYRiShares U.S. Real Estate ETF$3473,6600.3%ETFEFAiShares MSCI EAFE ETF$3263,6500.3%FinancePAAPlains All American Pipeline$22412,2060.2%EnergyETEnergy Transfer$20311,1830.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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