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CIK: 0001929328
Total reported value
$141.9M
$141.9M
38 檔
43.1%
The Q4 2025 SEC filing reveals that Sentinel Wealth Management, Inc. held a total portfolio value of $141.9M, covering 38 public equity positions.
In Q4 2025, Sentinel Wealth Management, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.07% | +0.12% | -2.76% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.78% | +0.38% | +0.68% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.52% | +0.01% | +8.23% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.97% | -0.03% | +6.78% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 6.32% | -0.22% | +9.88% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.84% | -0.01% | +2.75% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.31% | +0.04% | +19.41% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 4.11% | -0.44% | — | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 4.06% | -0.53% | -0.60% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.96% | +0.08% | — | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.74% | +0.37% | +5.57% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.29% | -0.11% | -1.20% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.95% | +0.16% | +8.42% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.66% | +0.07% | -1.02% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.49% | -0.08% | +1.22% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.37% | -0.06% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.15% | -5.90% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | +0.02% | — | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.23% | +0.08% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.04% | — | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 0.95% | -0.06% | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.02% | -0.43% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.05% | — | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.63% | +0.01% | — | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.61% | — | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.58% | +0.06% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.01% | — | |
| 28 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.50% | +0.05% | — | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | -0.39% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.03% | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.37% | — | — | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.37% | -0.06% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.11% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.02% | +12.66% | |
| 36 | OKE | Oneok Inc | Stock-Energy | 0.30% | -0.06% | — | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.28% | -0.02% | — | |
| 38 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.18% | -0.03% | — |
According to official SEC Form 13F filings, Sentinel Wealth Management, Inc. reported a total U.S. public equity portfolio value of $141.9M across 38 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, DFAS, AVLV) accounted for 43.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IWB
前期市值: $19.5M
During Q4 2025, Sentinel Wealth Management, Inc.'s top holdings by market value included IWB (16.1%)、DFAS (12.8%)、AVLV (8.5%). The largest single position, IWB, represented 16.1% of total portfolio value.
In Q4 2025, Sentinel Wealth Management, Inc. made 17 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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