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SENTINEL WEALTH MANAGEMENT, INC.

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13F filer, CIK 1929328, RESTON, VA

SENTINEL WEALTH MANAGEMENT, INC. reported $125,009,202 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 73.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001929328-26-000006

Period
2026-03-31
Reported value
$125M
Holdings
39
Top 10 weight
73.56%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVREadded+16,166$712K
AVLVadded+8,702$701K
DFAIadded+17,739$691K
DFSVadded+14,474$507K
VONVadded+2,914$273K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWBreduced-155-$55.3K
SUBreduced-461-$49.1K
IXUSreduced-519-$45K
IWNreduced-187-$35.5K
DFSDreduced-132-$6.32K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001929328-26-000006, largest first. % of portfolio is the value over $125,009,202, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 53,718 shares; 2025Q3: 53,382 shares; 2025Q4: 51,909 shares; 2026Q1: 51,754 shares 51,754$18.5M14.76%-155Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 222,993 shares; 2025Q3: 219,689 shares; 2025Q4: 221,175 shares; 2026Q1: 222,311 shares 222,311$15.8M12.65%+1,136Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 118,316 shares; 2025Q3: 125,323 shares; 2025Q4: 135,643 shares; 2026Q1: 144,345 shares 144,345$11.6M9.31%+8,702Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 233,852 shares; 2025Q3: 239,196 shares; 2025Q4: 255,418 shares; 2026Q1: 269,892 shares 269,892$9.46M7.57%+14,474Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 158,541 shares; 2025Q3: 181,922 shares; 2025Q4: 199,895 shares; 2026Q1: 217,634 shares 217,634$8.48M6.78%+17,739Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 73,139 shares; 2025Q3: 74,300 shares; 2025Q4: 76,347 shares; 2026Q1: 79,261 shares 79,261$7.43M5.94%+2,914Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 60,836 shares; 2025Q3: 99,893 shares; 2025Q4: 119,282 shares; 2026Q1: 135,448 shares 135,448$5.96M4.77%+16,166Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,888 shares; 2025Q3: 26,352 shares; 2025Q4: 26,352 shares; 2026Q1: 26,165 shares 26,165$4.96M3.97%-187Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 107,077 shares; 2025Q3: 102,851 shares; 2025Q4: 102,851 shares; 2026Q1: 102,851 shares 102,851$4.93M3.94%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 51,310 shares; 2025Q3: 46,196 shares; 2025Q4: 45,920 shares; 2026Q1: 45,459 shares 45,459$4.84M3.87%-461Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100,449 shares; 2025Q3: 109,571 shares; 2025Q4: 115,678 shares; 2026Q1: 118,660 shares 118,660$4.76M3.81%+2,982Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 47,460 shares; 2025Q3: 47,376 shares; 2025Q4: 46,808 shares; 2026Q1: 46,289 shares 46,289$4.01M3.21%-519Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,039 shares; 2025Q3: 18,052 shares; 2025Q4: 19,572 shares; 2026Q1: 19,942 shares 19,942$2.48M1.98%+370Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 62,041 shares; 2025Q3: 62,041 shares; 2025Q4: 61,411 shares; 2026Q1: 61,298 shares 61,298$2.08M1.66%-113Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,411 shares; 2025Q3: 36,944 shares; 2025Q4: 37,395 shares; 2026Q1: 37,263 shares 37,263$1.78M1.43%-132Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,698 shares; 2025Q3: 16,514 shares; 2025Q4: 16,514 shares; 2026Q1: 16,522 shares 16,522$1.64M1.31%+8Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550$1.47M1.18%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,523 shares; 2025Q3: 4,523 shares; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares 4,523$1.45M1.16%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,240 shares; 2025Q3: 16,240 shares; 2025Q4: 16,240 shares; 2026Q1: 16,240 shares 16,240$1.38M1.1%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares 2,689$1.17M0.94%0Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,041 shares; 2025Q3: 36,041 shares; 2025Q4: 36,041 shares; 2026Q1: 36,041 shares 36,041$1.16M0.93%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,005 shares; 2025Q3: 9,908 shares; 2025Q4: 9,865 shares; 2026Q1: 9,794 shares 9,794$869K0.69%-71Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,283 shares; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares 3,283$814K0.65%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260$779K0.62%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906$707K0.57%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181$684K0.55%0Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares 3,815$609K0.49%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373$585K0.47%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170$543K0.43%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,864 shares; 2025Q3: 13,864 shares; 2025Q4: 13,864 shares; 2026Q1: 13,864 shares 13,864$525K0.42%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 815 shares; 2025Q3: 775 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772$504K0.4%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,426 shares; 2025Q3: 6,426 shares; 2025Q4: 6,426 shares; 2026Q1: 6,426 shares 6,426$504K0.4%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,137 shares 2,137$457K0.37%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,952 shares; 2026Q1: 4,952 shares 4,952$448K0.36%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares 5,165$401K0.32%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares 4,112$399K0.32%0Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,660 shares 3,660$346K0.28%0Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,206 shares; 2025Q3: 12,206 shares; 2025Q4: 12,206 shares; 2026Q1: 12,206 shares 12,206$273K0.22%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,183 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,183 shares 11,183$216K0.17%newTimeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001929328-26-000006 base2026-05-04acceptance time not in the bulk data set