13F Filings History of SENTINEL WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$120,591,040
Signature - Title
James Joseph - President/CCO
Location
Reston, VA
Summary
This page shows a list of all the recent 13F filings made by SENTINEL WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SENTINEL WEALTH MANAGEMENT, INC. reported 38 stock holdings with total value $120,591,040 as of Q4 2025. Top holdings included IWB, DFAS, AVLV, DFSV, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $120,591,040 +$3,623,870 -$752,271 +$2,871,599 IWB, DFAS, AVLV, DFSV, DFAI 13F-HR 08 Jan 2026, 16:01
Q3 2025 38 $115,131,755 +$3,922,766 -$1,968,354 +$1,954,412 IWB, DFAS, AVLV, DFSV, VONV 13F-HR 10 Nov 2025, 20:20
Q2 2025 39 $106,450,737 $0 $0 $0 IWB, DFAS, AVLV, DFSV, VONV Restatement 08 Jan 2026, 16:37