Sentinel Wealth Management, Inc. Portfolio Holdings by Sector
Sentinel Wealth Management, Inc.
- $118 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB DFAS DFSV DFAI VONV DFNM SUB IWN 30 stocks |
$99,689
96.85% of portfolio
|
  8  
|
  7  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$1,838
1.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE PAA 3 stocks |
$1,002
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$401
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|