Sentinel Advisory Group, LLC
All 13F Filings
- Location
- Middleton, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 244,893
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 60 | 244,893 | 13F-HR | Sentinel Advisory Group, LLC |
| Q1 2026 | 5/14/2026 | 53 | 205,227 | 13F-HR | Sentinel Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.43 K | 13.2% | 200 | 0 | 200 |
| ETFs | 212.5 K | 86.8% | 39.46 K | 0 | 39.46 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
244,893
Holdings
60
QoQ value change ($000)
39,666
(19.3%)
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.