account_balance

Investment manager · 13F filer · SEC CIK 1929328

Sentinel Wealth Management, Inc.

Reported value$140Mas of Sep 30, 2026

Positions39 0 new, 0 sold out

Top 10 weight74.0%IWB alone is 15%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IWBiShares Tr

15.1%

DFASDimensional ETF Trust

12.4%

AVLVAmerican Centy ETF Tr

9.3%

DFSVDfa Invt Dimensions Group In

7.4%

DFAIDimensional ETF Trust

7.0%Added +4%

VONVVanguard Scottsdale FDS

6.1%

AVREAmerican Centy ETF Tr

5.3%Added +16%

XSOEWisdomtree Tr

4.1%

IWNiShares Tr

3.8%

DFNMDimensional ETF Trust

3.4%

SUBiShares Tr

3.3%

IXUSiShares Tr

3.1%

IWBiShares Tr

15.1%

DFASDimensional ETF Trust

12.4%

AVLVAmerican Centy ETF Tr

9.3%

DFSVDfa Invt Dimensions Group In

7.4%

DFAIDimensional ETF Trust

7.0%+4%

VONVVanguard Scottsdale FDS

6.1%

AVREAmerican Centy ETF Tr

5.3%

XSOE4.1%

IWN3.8%

DFNM

SUB3.3%

IXUS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IWB iShares Tr 15.1% Held

DFAS Dimensional ETF Trust 12.4% Held

AVLV American Centy ETF Tr 9.3% Held

DFSV Dfa Invt Dimensions Group In 7.4% Held

DFAI Dimensional ETF Trust 7.0% Added +4%

VONV Vanguard Scottsdale FDS 6.1% Held

AVRE American Centy ETF Tr 5.3% Added +16%

XSOE Wisdomtree Tr 4.1% Held

IWN iShares Tr 3.8% Held

DFNM Dimensional ETF Trust 3.4% Held

SUB iShares Tr 3.3% Held

IXUS iShares Tr 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing

add_circleNew

None

arrow_upwardAdded

AVRE +16%
DFAI +4%
AGG +3%
DFSD +2%

arrow_downwardTrimmed

None

remove_circleSold out

None

Sentinel Wealth Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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