SENTINEL WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 125,009
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 39 | 125,009 | 13F-HR | SENTINEL WEALTH MANAGEMENT, INC. |
| Q4 2025 | 1/8/2026 | 38 | 120,591 | 13F-HR | SENTINEL WEALTH MANAGEMENT, INC. |
| Q3 2025 | 11/12/2025 | 38 | 115,132 | 13F-HR | SENTINEL WEALTH MANAGEMENT, INC. |
| Q2 2025 | 1/8/2026 | 39 | 106,451 | 13F-HR/A - RESTATEMENT | SENTINEL WEALTH MANAGEMENT, INC. |
| Q2 2025 | 8/14/2025 | 39 | 106,449 | 13F-HR | SENTINEL WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8 K | 6.4% | 0 | 47.72 K | -47.72 K |
| ETFs | 117 K | 93.6% | 52.14 K | 0 | 52.14 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
125,009
Holdings
39
QoQ value change ($000)
4,418
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.