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Sentinel Wealth Management, Inc.ETFConcentrated long-term

CIK: 0001929328 | RESTON, VA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR39$141.9M2026-08-10SEC ↗
Q1 2026
13F-HR39$125.0M2026-05-04SEC ↗
Q4 2025
13F-HR38$120.6M2026-01-08SEC ↗
Q3 2025
13F-HR38$115.1M2025-11-12SEC ↗
Q2 2025Amended
13F-HR/A39$464.1K2025-08-14SEC ↗