SENTINEL WEALTH MANAGEMENT, INC.
CIK: 0001929328SEC EDGAR →
Portfolio Value
$120.6M
Holdings
38
As of
Q4 2025
New Positions
0
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 51,909 | $19.4M | 16.07% |
| 2 | DIMENSIONAL ETF TRUST | 221,175 | $15.4M | 12.78% |
| 3 | AMERICAN CENTY ETF TR | 135,643 | $10.3M | 8.52% |
| 4 | DIMENSIONAL ETF TRUST | 255,418 | $8.4M | 6.97% |
| 5 | DIMENSIONAL ETF TRUST | 199,895 | $7.6M | 6.32% |
| 6 | VANGUARD SCOTTSDALE FDS | 76,347 | $7.0M | 5.84% |
| 7 | AMERICAN CENTY ETF TR | 119,282 | $5.2M | 4.31% |
| 8 | DIMENSIONAL ETF TRUST | 102,851 | $5.0M | 4.11% |
| 9 | ISHARES TR | 45,920 | $4.9M | 4.06% |
| 10 | ISHARES TR | 26,352 | $4.8M | 3.96% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $117.6M | 97.5% |
| Unknown | 1 | $1.6M | 1.3% |
| Energy | 3 | $1.0M | 0.9% |
| Technology | 1 | $397K | 0.3% |