Investor
SENTINEL WEALTH MANAGEMENT, INC.
CIK 0001929328 · filed 2026-05-04 · SEC filing
13F book
$125M
Positions
39
1 new · 0 sold
Largest name
14.8%
Ishares Tr
Est. mark
$1.27M
Price effect on 38 names still held. Flow $3.15M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 51.8K | $18.5M | 14.8% | −$873.6K | Cut−$931.5K |
| Dimensional Etf Trust | — | 222.3K | $15.8M | 12.6% | $322.9K | Added$403.7K |
| American Centy Etf Tr | — | 144.3K | $11.6M | 9.3% | $656.5K | Added$1.36M |
| Dimensional Etf Trust | — | 269.9K | $9.46M | 7.6% | $549.1K | Added$1.06M |
| Dimensional Etf Trust | — | 217.6K | $8.48M | 6.8% | $169.9K | Added$861K |
| Vanguard Scottsdale Fds | — | 79.3K | $7.43M | 5.9% | $109.9K | Added$383.1K |
| American Centy Etf Tr | — | 135.4K | $5.96M | 4.8% | $58.4K | Added$770.1K |
| Ishares Tr | — | 26.2K | $4.96M | 4.0% | $219.3K | Cut$185.4K |
| Dimensional Etf Trust | — | 102.9K | $4.93M | 3.9% | −$24.7K | Held |
| Ishares Tr | — | 45.5K | $4.84M | 3.9% | −$9.09K | Cut−$58.3K |
| Wisdomtree Tr | — | 118.7K | $4.76M | 3.8% | $124.9K | Added$244.5K |
| Ishares Tr | — | 46.3K | $4.01M | 3.2% | $92.6K | Cut$48.6K |
| Ishares Tr | — | 19.9K | $2.48M | 2.0% | $80.8K | Added$126.8K |
| Dimensional Etf Trust | — | 61.3K | $2.08M | 1.7% | $79.1K | Cut$75.4K |
| Dimensional Etf Trust | — | 37.3K | $1.78M | 1.4% | −$2.61K | Cut−$8.94K |
| Ishares Tr | — | 16.5K | $1.64M | 1.3% | −$10.1K | Added−$9.28K |
| Invesco Qqq Tr | — | 2.55K | $1.47M | 1.2% | −$94.7K | Held |
| Vanguard Index Fds | — | 4.52K | $1.45M | 1.2% | −$65.4K | Held |
| Fidelity Comwlth Tr | — | 16.2K | $1.38M | 1.1% | −$105.4K | Held |
| Vanguard Growth Etf | — | 2.69K | $1.17M | 0.9% | −$137.3K | Held |
| Dimensional Etf Trust | — | 36K | $1.16M | 0.9% | $20K | Held |
| Vanguard Index Fds | — | 9.79K | $868.7K | 0.7% | $2.06K | Cut−$4.23K |
| Ishares Tr | — | 3.28K | $814.2K | 0.7% | $6.04K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.26K | $779K | 0.6% | $16.1K | Held |
| Ishares Tr | — | 1.91K | $706.5K | 0.6% | −$30.8K | Held |
| Ishares Tr | — | 2.18K | $684.4K | 0.5% | −$20.1K | Held |
| Ishares Tr | — | 3.81K | $608.9K | 0.5% | $7.29K | Held |
| Ishares Tr | — | 1.37K | $585.4K | 0.5% | −$64.4K | Held |
| Spdr Dow Jones Indl Average | — | 1.17K | $543.1K | 0.4% | −$20.4K | Held |
| Enterprise Prods Partners L | — | 13.9K | $524.6K | 0.4% | $80.1K | Held |
| Ishares Tr | — | 772 | $504.3K | 0.4% | −$24.5K | Held |
| Ishares Tr | — | 6.43K | $503.9K | 0.4% | $5.66K | Held |
| Ishares Tr | — | 2.14K | $456.6K | 0.4% | $7.12K | Held |
| Oneok Inc /New/ | OKE | 4.95K | $447.6K | 0.4% | $83.6K | Held |
| Cisco Sys Inc | — | 5.17K | $400.8K | 0.3% | $2.89K | Held |
| Ishares Tr | — | 4.11K | $399.4K | 0.3% | $4.52K | Held |
| Ishares Tr | — | 3.66K | $346.1K | 0.3% | $2.45K | Held |
| Plains All Amern Pipeline L | — | 12.2K | $272.6K | 0.2% | $53.3K | Held |
| Energy Transfer L P | — | 11.2K | $215.8K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.