Sentinel Wealth Management
Sentinel Wealth Management reported 39 stocks worth $142M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IWB (14.9%), Dimensional U S Small Cap ETF (13.0%) and AVLV (9.3%). Compared with Q1 2026, the fund added to AVLV, DFAI and AVRE and trimmed IWB, VONV and IWN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWB Ishares TR | $21.1M | 14.9% | 52K | −212 (−0%) | 5 of 5 | |
| 2 | DIMENSIONAL U S SMALL CAP ETF | $18.5M | 13.0% | 225K | +2,239 (+1%) | 5 of 5 | |
| 3 |  AVLV American Centy ETF TR | $13.2M | 9.3% | 145K | +664 (+0%) | 5 of 5 | |
| 4 | DIMENSIONAL ETF TRUST | $10.7M | 7.5% | 276K | +5,993 (+2%) | 5 of 5 | |
| 5 |  DFAI Dimensional Intern Core | $9.3M | 6.6% | 226K | +7,941 (+4%) | 5 of 5 | |
| 6 |  VONV Vanguard Russell 1000 Value ETF | $8.4M | 5.9% | 79K | −144 (−0%) | 5 of 5 | |
| 7 |  AVRE American Centy ETF TR | $6.8M | 4.8% | 144K | +8,553 (+6%) | 5 of 5 | |
| 8 |  XSOE Wisdomtree TR | $5.9M | 4.2% | 121K | +1,889 (+2%) | 5 of 5 | |
| 9 |  IWN Ishares TR | $5.7M | 4.0% | 26K | −216 (−1%) | 5 of 5 | |
| 10 |  DFNM Dimensional Nationl | $5M | 3.5% | 103K | −192 (−0%) | 5 of 5 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sentinel Wealth Management 13F FAQ
What does Sentinel Wealth Management own?
Sentinel Wealth Management reported 39 stocks worth $142M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IWB (14.9%), Dimensional U S Small Cap ETF (13.0%) and AVLV (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Sentinel Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 11 added to, 8 trimmed and 0 sold out.
When will Sentinel Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sentinel Wealth Management's portfolio worth?
The Q2 2026 filing reports $142M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.