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Manager record

Sentinel Wealth Management, Inc.

Reston, VA · CIK 1929328 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$141.86MReported 13F valueQ2 2026 · as filed
39Holdings listed
+13.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $106.5M$106.5MQ2 202539 holdingsQ3 2025: $115.1M$115.1MQ3 202538 holdingsQ4 2025: $120.6M$120.6MQ4 202538 holdingsQ1 2026: $125.0M$125.0MQ1 202639 holdingsQ2 2026: $141.9M$141.9MQ2 202639 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$141.86M · 39 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$125.01M · 39 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR · period Q4 2025

$120.59M · 38 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR/A · period Q2 2025

$106.45M · 39 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$115.13M · 38 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$106,449 · 39 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology