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 WEALTH MANAGEMENT, INC. (CIK 1929328) reported $125.0M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($18.5M, 14.76%), DFAS ($15.8M, 12.65%), AVLV ($11.6M, 9.31%), DFSV ($9.5M, 7.57%), DFAI ($8.5M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $18.5M | 14.76% | 51,754 | Trimmed |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $15.8M | 12.65% | 222,311 | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $11.6M | 9.31% | 144,345 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $9.5M | 7.57% | 269,892 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $8.5M | 6.78% | 217,634 | Added |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $7.4M | 5.94% | 79,261 | Added |
| 7 | AVRE | AMERICAN CENTY ETF TR | $6.0M | 4.77% | 135,448 | Added |
| 8 | IWN | ISHARES TR | $5.0M | 3.97% | 26,165 | Trimmed |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $4.9M | 3.94% | 102,851 | Hold |
| 10 | SUB | ISHARES TR | $4.8M | 3.87% | 45,459 | Trimmed |
| 11 | XSOE | WISDOMTREE TR | $4.8M | 3.81% | 118,660 | Added |
| 12 | IXUS | ISHARES TR | $4.0M | 3.21% | 46,289 | Trimmed |
| 13 | IJR | ISHARES TR | $2.5M | 1.98% | 19,942 | Added |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 1.66% | 61,298 | Trimmed |
| 15 | DFSD | DIMENSIONAL ETF TRUST | $1.8M | 1.43% | 37,263 | Trimmed |
| 16 | AGG | ISHARES TR | $1.6M | 1.31% | 16,522 | Added |
| 17 | QQQ | INVESCO QQQ TR | $1.5M | 1.18% | 2,550 | Hold |
| 18 | VTI | VANGUARD INDEX FDS | $1.5M | 1.16% | 4,523 | Hold |
| 19 | ONEQ | FIDELITY COMWLTH TR | $1.4M | 1.10% | 16,240 | Hold |
| 20 | VUG | VANGUARD INDEX FDS | $1.2M | 0.94% | 2,689 | Hold |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $1.2M | 0.93% | 36,041 | Hold |
| 22 | VNQ | VANGUARD INDEX FDS | $868,728 | 0.69% | 9,794 | Trimmed |
| 23 | IWM | ISHARES TR | $814,184 | 0.65% | 3,283 | Hold |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $779,029 | 0.62% | 1,260 | Hold |
| 25 | IWV | ISHARES TR | $706,517 | 0.57% | 1,906 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31