SENTINEL WEALTH MANAGEMENT, INC. - Portfolio Stock Holdings
SENTINEL WEALTH MANAGEMENT, INC. disclosed 39 stock positions in a recent SEC 13F filing. $140,001,486 of stock holdings were filed, with the largest holdings including IWB, DFAS, and AVLV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $388,786,800 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
39Est. Stock Holding Value:
$140,001,486Top Stock Holdings By Sector
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Portfolio Stock Holdings - SENTINEL WEALTH MANAGEMENT, INC.
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