Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sentinel Advisory Group, LLC (CIK 2118181) reported $244.9M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($48.1M, 19.62%), RDVY ($22.4M, 9.13%), SCHF ($18.7M, 7.62%), SPYG ($18.5M, 7.57%), FENI ($12.4M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $48.1M | 19.62% | 64,170 | Added |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $22.4M | 9.13% | 275,966 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $18.7M | 7.62% | 673,397 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $18.5M | 7.57% | 155,863 | Added |
| 5 | FENI | FIDELITY COVINGTON TRUST | $12.4M | 5.06% | 308,575 | Added |
| 6 | IWS | ISHARES TR | $11.3M | 4.63% | 68,855 | Added |
| 7 | IWP | ISHARES TR | $10.7M | 4.37% | 73,023 | Added |
| 8 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $9.4M | 3.84% | 251,196 | Added |
| 9 | SPYI | NEOS ETF TRUST | $9.3M | 3.78% | 174,303 | Added |
| 10 | IEMG | ISHARES INC | $8.2M | 3.34% | 98,772 | Trimmed |
| 11 | PYLD | PIMCO ETF TR | $8.1M | 3.29% | 303,561 | New |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $7.4M | 3.04% | 163,644 | Added |
| 13 | LQDW | ISHARES TR | $6.7M | 2.72% | 276,852 | Added |
| 14 | FYEE | FIDELITY GREENWOOD STREET TR | $6.1M | 2.47% | 209,505 | Added |
| 15 | PDI | PIMCO DYNAMIC INCOME FD | $5.1M | 2.09% | 306,398 | Trimmed |
| 16 | IWB | ISHARES TR | $4.2M | 1.72% | 10,308 | Trimmed |
| 17 | CWB | SPDR SERIES TRUST | $3.9M | 1.59% | 36,163 | Trimmed |
| 18 | IEFA | ISHARES TR | $3.2M | 1.31% | 33,149 | Added |
| 19 | TLTW | ISHARES TR | $3.0M | 1.21% | 132,639 | Trimmed |
| 20 | IWF | ISHARES TR | $2.6M | 1.05% | 20,652 | Added |
| 21 | IJH | ISHARES TR | $2.1M | 0.87% | 27,537 | Trimmed |
| 22 | IWO | ISHARES TR | $2.1M | 0.86% | 5,349 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.67% | 2,206 | Added |
| 24 | AAPL | APPLE INC | $1.4M | 0.56% | 4,729 | Hold |
| 25 | EZU | ISHARES INC | $1.3M | 0.51% | 18,095 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30