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Portfolio (Quarterly)
Guide ↗
SENTINEL WEALTH MANAGEMENT, INC.
·
CIK 0001929328
13F Portfolio
$115M AUM
Filed Nov 12, 2025
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
Q2 2025
·
All
8 Added
7 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
ET
ENERGY TRANSFER L P
Energy
11,183
$203K
0.19%
SOLD
Sector Allocation
Financial Services
68.3%
Energy
23.4%
Technology
8.3%