StockDriftsStockDriftsTop 39 Sentinel Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 14.88% | 51.5K | $21.1M | -0.41%(-212) | $322.30(+31.45%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 13.03% | 224.6K | $18.5M | +1.01%(+2.24K) | $61.94(+35.01%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 9.32% | 145.0K | $13.2M | +0.46%(+664) | $67.96(+38.96%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.54% | 275.9K | $10.7M | +2.22%(+5.99K) | $29.47(+37.23%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.56% | 225.6K | $9.3M | +3.65%(+7.94K) | $34.28(+26.38%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 5.93% | 79.1K | $8.4M | -0.18%(-144) | $84.09(+34.77%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 4.81% | 144.0K | $6.8M | +6.31%(+8.55K) | $43.93(+8.86%) | 2026-06-30 | |
| XSOE | WISDOMTREE TR | 4.18% | 120.5K | $5.9M | +1.59%(+1.89K) | $33.62(+39.23%) | 2026-06-30 | |
| IWN | ISHARES TR | 4.05% | 25.9K | $5.7M | -0.83%(-216) | $154.49(+45.85%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.5% | 102.7K | $5.0M | -0.19%(-192) | $47.45(+0.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.25% |
Sentinel Wealth Management INC reports $141.86M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are IWB (14.9%), DFAS (13.0%) and AVLV (9.3%). The top 20 holdings account for 91.38% of reported assets. Its disclosed equity book has returned +23.52% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sentinel Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929328). View Sentinel Wealth Management INC’s 13F filings on SEC