Institutional Manager · CIK 0001929328
SENTINEL WEALTH MANAGEMENT, INC.
RESTON, VA · File #028-25747
Latest AUM
$120.6M
Positions
38
Top-10 Concentration
72.9%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 51,909 | $19.4M | 16.07% |
| 2 | DIMENSIONAL ETF TRUST | 25434V500 | 221,175 | $15.4M | 12.78% |
| 3 | AMERICAN CENTY ETF TR | 025072349 | 135,643 | $10.3M | 8.52% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 255,418 | $8.4M | 6.97% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 199,895 | $7.6M | 6.32% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C714 | 76,347 | $7.0M | 5.84% |
| 7 | AMERICAN CENTY ETF TR | 025072356 | 119,282 | $5.2M | 4.31% |
| 8 | DIMENSIONAL ETF TRUST | 25434V849 | 102,851 | $5.0M | 4.11% |
| 9 | ISHARES TR | 464288158 | 45,920 | $4.9M | 4.06% |
| 10 | ISHARES TR | 464287630 | 26,352 | $4.8M | 3.96% |
| 11 | WISDOMTREE TR | WT | 115,678 | $4.5M | 3.74% |
| 12 | ISHARES TR | 46432F834 | 46,808 | $4.0M | 3.29% |
| 13 | ISHARES TR | 464287804 | 19,572 | $2.4M | 1.95% |
| 14 | DIMENSIONAL ETF TRUST | 25434V302 | 61,411 | $2.0M | 1.66% |
| 15 | DIMENSIONAL ETF TRUST | 25434V864 | 37,395 | $1.8M | 1.49% |
| 16 | ISHARES TR | 464287226 | 16,514 | $1.6M | 1.37% |
| 17 | INVESCO QQQ TR | IVZ | 2,550 | $1.6M | 1.30% |
| 18 | VANGUARD INDEX FDS | 922908769 | 4,523 | $1.5M | 1.26% |
| 19 | FIDELITY COMWLTH TR | 315912808 | 16,240 | $1.5M | 1.23% |
| 20 | VANGUARD INDEX FDS | 922908736 | 2,689 | $1.3M | 1.09% |