Sentinel Wealth Management, Inc. Top Holdings and 13F Report (2026) About Sentinel Wealth Management, Inc.Investment ActivitySentinel Wealth Management, Inc. has $141.86 million in total holdings as of June 30, 2026.Sentinel Wealth Management, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Sentinel Wealth Management, Inc. has purchased 39 new stocks and bought additional shares in 11 stocks.Sentinel Wealth Management, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $21,106,449Dimensional U.S. Small Cap ETF $18,489,447Avantis U.S. Large Cap Value ETF $13,226,271Dimensional US Small Cap Value ETF $10,701,580Dimensional International Core Equity Market ETF $9,304,969 Largest Purchases this Quarter Vanguard Growth ETF 13,445 shares (about $1.16M)iShares Russell 1000 Growth ETF 4,119 shares (about $511.46K)Avantis Real Estate ETF 8,553 shares (about $405.24K)Dimensional International Core Equity Market ETF 7,941 shares (about $327.57K)Dimensional US Small Cap Value ETF 5,993 shares (about $232.47K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 1,010 shares (about $107.53K)iShares Russell 1000 ETF 212 shares (about $86.81K)iShares Russell 2000 Value ETF 216 shares (about $47.78K)Vanguard Russell 1000 Value ETF 144 shares (about $15.31K)iShares Core MSCI Total International Stock ETF 159 shares (about $15.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSentinel Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$21,106,449$86,814 â–¼-0.4%51,54214.9%ETFDFASDimensional U.S. Small Cap ETF$18,489,447$184,359 â–²1.0%224,55013.0%ETFAVLVAvantis U.S. Large Cap Value ETF$13,226,271$60,563 â–²0.5%145,0099.3%ETFDFSVDimensional US Small Cap Value ETF$10,701,580$232,468 â–²2.2%275,8857.5%ETFDFAIDimensional International Core Equity Market ETF$9,304,969$327,566 â–²3.6%225,5756.6%ETFVONVVanguard Russell 1000 Value ETF$8,410,929$15,309 â–¼-0.2%79,1175.9%ETFAVREAvantis Real Estate ETF$6,822,768$405,241 â–²6.3%144,0014.8%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,928,600$92,901 â–²1.6%120,5494.2%ETFIWNiShares Russell 2000 Value ETF$5,739,919$47,779 â–¼-0.8%25,9494.0%ETFDFNMDimensional National Municipal Bond ETF$4,962,023$9,280 â–¼-0.2%102,6593.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,732,486$107,535 â–¼-2.2%44,4493.3%ETFIXUSiShares Core MSCI Total International Stock ETF$4,402,648$15,175 â–¼-0.3%46,1303.1%ETFIJRiShares Core S&P Small-Cap ETF$3,042,877$85,278 â–²2.9%20,5172.1%ETFDFAEDimensional Emerging Core Equity Market ETF$2,453,092$11,701 â–¼-0.5%61,0071.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,908,616$129,307 â–²7.3%39,9711.3%ETFQQQInvesco QQQ$1,879,8950.0%2,5501.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,777,780$142,432 â–²8.7%17,9611.3%ETFONEQFidelity NASDAQ Composite Index ETF$1,676,2930.0%16,2401.2%ETFVTIVanguard Total Stock Market ETF$1,673,6910.0%4,5231.2%ETFVUGVanguard Growth ETF$1,389,783$1,158,153 â–²500.0%16,1341.0%ETFDIHPDimensional International High Profitability ETF$1,229,9000.0%36,0410.9%ETFIWMiShares Russell 2000 ETF$986,3780.0%3,2830.7%ETFVNQVanguard Real Estate ETF$944,4360.0%9,7940.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$888,3540.0%1,2600.6%ETFIWOiShares Russell 2000 Growth ETF$859,2270.0%2,1810.6%ETFIWViShares Russell 3000 ETF$812,7190.0%1,9060.6%ETFIWCiShares Micro-Cap ETF$763,1530.0%3,8150.5%ETFIWFiShares Russell 1000 Growth ETF$681,942$511,457 â–²300.0%5,4920.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$612,8410.0%1,1700.4%ETFCSCOCisco Systems$606,6810.0%5,1650.4%TechnologyIVViShares Core S&P 500 ETF$575,148$2,996 â–¼-0.5%7680.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$528,6680.0%6,4260.4%ETFIWDiShares Russell 1000 Value ETF$518,0730.0%2,1370.4%ETFEPDEnterprise Products Partners$509,6550.0%13,8640.4%EnergyOKEONEOK$430,5530.0%4,9520.3%EnergyEFAiShares MSCI EAFE ETF$427,1550.0%4,1120.3%ETFIYRiShares U.S. Real Estate ETF$374,2350.0%3,6600.3%ETFPLAINS ALL AMERN PIPELINE L$271,7150.0%12,2060.2%UNIT LTD PARTNETEnergy Transfer$213,8190.0%11,1830.2%EnergyShowing largest 100 holdings. 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