SENTINEL WEALTH MANAGEMENT, INC. - Portfolio overview

SENTINEL WEALTH MANAGEMENT, INC. has 39 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 14.76%
2. DFAS - DIMENSIONAL ETF TRUST, 12.65%
3. AVLV - AMERICAN CENTY ETF TR, 9.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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