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Sentinus, LLC

CIK:0001811345
Investment Adviser
$5B AUM
210 holdings
Chicago, IL, USA
Founded:1946
Latest filing:Jun 30, 2025

Sentinus, LLC was an independent financial advisory firm offering comprehensive financial planning and non-proprietary products. It was acquired by Rothschild, a Chicago-based wealth manager.

Investment Strategy

Comprehensive financial planning coupled with risk-based asset allocations

Latest 13F Filing Activity

Sentinus, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 210 equity positions with a total 13F market value of $408M. The fund increased holdings in Ishares TR, Ishares Inc., Blackrock Etf Trust among other positions. Sentinus, LLC reduced exposure to Ishares TR, Ishares Msci Emerging Markets Ex Chi, Ishares Currency Hedg Msci Eafe Etf among others.

Top Buys
E
EFVISHARES TR
+$7.0M
I
IEMGISHARES INC
+$6.2M
T
THROBLACKROCK ETF TRUST
+$6.1M
O
OEFISHARES TR
+$3.0M
I
IVEISHARES TR
+$2.9M
Top Sells
I
IVVISHARES TR
-$10.3M
E
EMXCISHARES MSCI EMERGING MARKETS EX CHI
-$4.1M
H
HEFAISHARES CURRENCY HEDG MSCI EAFE ETF
-$1.6M
V
VOVANGUARD MID CAP ETF
-$820.9K
I
IUSBISHARES TR
-$763.3K

Top Holdings

Q
QUALISHARES TR
+4.0%$16.4M
E
EFVISHARES TR
+3.9%$15.8M
I
IVVISHARES TR
+3.8%$15.3M
V
VTIVANGUARD INDEX FDS
+3.7%$15.3M
I
IVWISHARES TR
+3.4%$14.0M

Equity Positions (210)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR4.02%$16.4M89,655$176.52$182.82+$1.8M
ISHARES TR3.88%$15.8M248,942$56.89$63.48+$7.0M
ISHARES TR3.75%$15.3M24,648$534.02$620.90-$10.3M
VANGUARD INDEX FDS3.75%$15.3M50,284$283.45$303.93+$1.6M
ISHARES TR3.44%$14.0M127,522$100.60$110.10+$126.6K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+2.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.8%
SERVICES-PREPACKAGED SOFTWARE
+1.7%
ELECTRONIC COMPUTERS
+1.6%
SEMICONDUCTORS & RELATED DEVICES
+1.6%