Data as of Q4 2025 (Dec 31, 2025)

SENTINEL WEALTH MANAGEMENT, INC.

•CIK: 1929328•Filing: Q4 2025

**SENTINEL WEALTH MANAGEMENT, INC.** manages $121M across a diversified portfolio of 38 positions. The fund exhibits notable concentration in the iShares Russell 2000 ETF (IWB) at $19.4M, followed by DFAS ($15.4M) and AVLV ($10.3M). These top holdings suggest a tactical allocation favoring specific market segments within the broader equity landscape. The current positioning indicates a focused, actively managed approach to capital deployment.

Total AUM
$120.6M
QoQ Performance
+4.7%
Positions
14
Top 10 Concentration
72.9%
Latest Filing
Q4 2025

Top Holdings Allocation

IWB
DFAS
AVLV
DFSV
DFAI
VONV
IWB16.1%
DFAS12.8%
AVLV8.5%
DFSV7.0%
DFAI6.3%
VONV5.8%
AVRE4.3%
DFNM4.1%

📈 Biggest Buys

AVRE
AMERICAN CENTY ETF TR
+19.4%
4.3% of portfolio
AVLV
AMERICAN CENTY ETF TR
+8.2%
8.5% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+9.9%
6.3% of portfolio
DFSV
DIMENSIONAL ETF TRUST
+6.8%
7.0% of portfolio
XSOE
WISDOMTREE TR
+5.6%
3.7% of portfolio

📉 Biggest Sells

IWB
ISHARES TR
-2.8%
16.1% of portfolio
NDQ
INVESCO QQQ TR
-5.9%
1.3% of portfolio
IXUS
ISHARES TR
-1.2%
3.3% of portfolio
SUB
ISHARES TR
-0.6%
4.1% of portfolio
DFAE
DIMENSIONAL ETF TRUST
-1.0%
1.7% of portfolio

Sector Breakdown

Other99.2%
ETF0.4%
Technology0.3%

Changes from Q3 2025

↑10 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

IWB16.1%
ISHARES TR
$19.4M
DFAS12.8%
DIMENSIONAL ETF TRUST
$15.4M
AVLV8.5%
AMERICAN CENTY ETF TR
$10.3M
DFSV7.0%
DIMENSIONAL ETF TRUST
$8.4M
DFAI6.3%
DIMENSIONAL ETF TRUST
$7.6M

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