Read this manager's filing book
Disclosed positions
SENTINEL WEALTH MANAGEMENT, INC.: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IWB
- Class
- RUS 1000 ETF
- Reported value
- $21,106,449
- Reported amount
- 51,542
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001929328-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES TR | IWB | RUS 1000 ETF | $21,106,449 | 51,542 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $18,489,447 | 224,550 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $13,226,271 | 145,009 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP VAL | $10,701,580 | 275,885 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,304,969 | 225,575 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $8,410,929 | 79,117 | SH | None |
| AMERICAN CENTY ETF TR | AVRE | REAL ESTATE ETF | $6,822,768 | 144,001 | SH | None |
| WISDOMTREE TR | XSOE | EM EX ST-OWNED | $5,928,600 | 120,549 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $5,739,919 | 25,949 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $4,962,023 | 102,659 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $4,732,486 | 44,449 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,402,648 | 46,130 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $3,042,877 | 20,517 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $2,453,092 | 61,007 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $1,908,616 | 39,971 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,879,895 | 2,550 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,777,780 | 17,961 | SH | None |
| FIDELITY COMWLTH TR | ONEQ | NASDAQ COMPSIT | $1,676,293 | 16,240 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,673,691 | 4,523 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,389,783 | 16,134 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $1,229,900 | 36,041 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $986,378 | 3,283 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $944,436 | 9,794 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $888,354 | 1,260 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $859,227 | 2,181 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $812,719 | 1,906 | SH | None |
| ISHARES TR | IWC | MICRO-CAP ETF | $763,153 | 3,815 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $681,942 | 5,492 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $612,841 | 1,170 | SH | None |
| CISCO SYS INC | CSCO | COM | $606,681 | 5,165 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $575,148 | 768 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $528,668 | 6,426 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $518,073 | 2,137 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $509,655 | 13,864 | SH | None |
| ONEOK INC NEW | OKE | COM | $430,553 | 4,952 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $427,155 | 4,112 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $374,235 | 3,660 | SH | None |
| PLAINS ALL AMERN PIPELINE L | PAA | UNIT LTD PARTN | $271,715 | 12,206 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $213,819 | 11,183 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.