Institutional Fund
Sentinel Wealth Management, Inc.
Reston, VACIK 19293285 filings on record
Portfolio Value
$125.01M
Q1 2026
Holdings
39
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+3.7%
from $120.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.8%
- Dimensional ETF Trust12.6%
- American Centy ETF Tr9.3%
- Dimensional ETF Trust7.6%
- Dimensional ETF Trust6.8%
- Vanguard Scottsdale Fds5.9%
- Other43.0%
Portfolio Holdings
39 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 51.8K | $18.45M | 14.8% | −155 | Reduced |
| 2 | Dimensional ETF Trust | 222.3K | $15.81M | 12.6% | +1.1K | Added |
| 3 | American Centy ETF Tr | 144.3K | $11.64M | 9.3% | +8.7K | Added |
| 4 | Dimensional ETF Trust | 269.9K | $9.46M | 7.6% | +14.5K | Added |
| 5 | Dimensional ETF Trust | 217.6K | $8.48M | 6.8% | +17.7K | Added |
| 6 | Vanguard Scottsdale Fds | 79.3K | $7.43M | 5.9% | +2.9K | Added |
| 7 | American Centy ETF Tr | 135.4K | $5.96M | 4.8% | +16.2K | Added |
| 8 | Ishares Tr | 26.2K | $4.96M | 4.0% | −187 | Reduced |
| 9 | Dimensional ETF Trust | 102.9K | $4.93M | 3.9% | 0 | Held |
| 10 | Ishares Tr | 45.5K | $4.84M | 3.9% | −461 | Reduced |
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