Sentinel Advisory Group, LLC - Portfolio overview

Sentinel Advisory Group, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 20.36%
2. RDVY - FIRST TR EXCHANGE TRADED FD, 8.86%
3. SCHF - SCHWAB STRATEGIC TR, 8.14%

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

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