Sentinel Wealth Management, Inc. ETF holdings
Reston, VA
Reported $139.8M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$139.8M
ETFs held
34
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
98.6%
of $141.9M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | $21.1M | 51,542 | −212 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $18.5M | 224,550 | +2,239 shares |
| AVLV | Avantis US Large Cap Value ETF | $13.2M | 145,009 | +664 shares |
| DFSV | Dimensional US Small Cap Value ETF | $10.7M | 275,885 | +5,993 shares |
| DFAI | Dimensional International Core Equity Market ETF | $9.3M | 225,575 | +7,941 shares |
| VONV | Vanguard Russell 1000 Value ETF | $8.4M | 79,117 | −144 shares |
| AVRE | Avantis Real Estate ETF | $6.8M | 144,001 | +8,553 shares |
| XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $5.9M | 120,549 | +1,889 shares |
| IWN | iShares Russell 2000 Value ETF | $5.7M | 25,949 | −216 shares |
| DFNM | Dimensional National Municipal Bond ETF | $5.0M | 102,659 | −192 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001929328. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sentinel Wealth Management, Inc. own?
Sentinel Wealth Management, Inc. reported 34 ETF positions worth $139.8M in its Form 13F for June 30, 2026. The largest was IWB, at $21.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.