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Sentinel Wealth Management, Inc.
Sentinel Wealth Management, Inc. is an SEC-registered investment adviser based in Reston, Virginia. Founded to deliver independent, objective, and fee-only financial advisory and wealth management services, Sentinel serves primarily individual and high-net-worth clients. As of early 2025, the firm manages approximately $338.7 million in assets for 349 clients with a small team of three financial advisors, focusing on personalized financial planning and portfolio management.
Investment Strategy
Sentinel Wealth Management, Inc. provides fee-only, objective investment advisory and wealth management services. The firm's approach emphasizes helping clients clearly define long-term financial goals, then designing and managing tailored investment portfolios to grow, steward, and protect personal wealth in alignment with those goals. Advisory services encompass financial planning and portfolio management, primarily for individuals and high-net-worth individuals, using a combination of discretionary management and continuous client engagement.
Latest 13F Filing Activity
Sentinel Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $106M. The fund increased holdings in Ishares TR, Dimensional Etf Trust, American Centy Etf TR among other positions. Sentinel Wealth Management, Inc. reduced exposure to Energy Transfer L P, Plains All Amern Pipeline L, Ishares TR among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 17.14% | $18.2M | 53,718 | $339.57 | $339.57 | +$18.2M |
D DFAS | DIMENSIONAL ETF TRUST | 13.35% | $14.2M | 222,993 | $63.71 | $63.71 | +$14.2M |
A AVLV | AMERICAN CENTY ETF TR | 7.58% | $8.1M | 118,316 | $68.21 | $68.21 | +$8.1M |
D DFSV | DIMENSIONAL ETF TRUST | 6.47% | $6.9M | 233,852 | $29.43 | $29.43 | +$6.9M |
V VONV | VANGUARD SCOTTSDALE FDS | 5.85% | $6.2M | 73,139 | $85.21 | $85.21 | +$6.2M |
Industry Allocation
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