SEC Form 13F

SENTINEL WEALTH MANAGEMENT, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$141,864,768
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWBRUS 1000 ETF$21,106,44951,542
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$18,489,447224,550
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$13,226,271145,009
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP VAL$10,701,580275,885
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$9,304,969225,575
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$8,410,92979,117
AMERICAN CENTY ETF TRAVREREAL ESTATE ETF$6,822,768144,001
WISDOMTREE TRXSOEEM EX ST-OWNED$5,928,600120,549
ISHARES TRIWNRUS 2000 VAL ETF$5,739,91925,949
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$4,962,023102,659

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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