SENTINEL WEALTH MANAGEMENT, INC.: 13F holdings
CIK 19293282026Q2
| Positions | 39 |
|---|
| Reported value | $141.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 39 (+0 vs prior quarter) |
|---|
| Reported value | $141.9m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWB ISHARES TR | 51,542 | $21.1m | 14.9% |
| DIMENSIONAL ETF TRUST | 224,550 | $18.5m | 13.0% |
| AVLV AMERICAN CENTY ETF TR | 145,009 | $13.2m | 9.3% |
| DIMENSIONAL ETF TRUST | 275,885 | $10.7m | 7.5% |
| DFAI DIMENSIONAL ETF TRUST | 225,575 | $9.3m | 6.6% |
| VONV VANGUARD SCOTTSDALE FDS | 79,117 | $8.4m | 5.9% |
| NNN AMERICAN CENTY ETF TR | 144,001 | $6.8m | 4.8% |
| XSOE WISDOMTREE TR | 120,549 | $5.9m | 4.2% |
| IWN ISHARES TR | 25,949 | $5.7m | 4.0% |
| DFNM DIMENSIONAL ETF TRUST | 102,659 | $5.0m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929328")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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