Sentinel Advisory Group, LLC
Long book
$205.2M
Q1 2026
Positions
53
Top-10 weight
69%
concentration
Last quarter
+12.8%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsSentinel Advisory Group, LLC is a wealth-management firm allocating client money, specialised in technology (70% of the long book), running a $205.2M US long book across 53 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Current anchor positions: ISHARES CORE S&P 500 ETF, FIRST TRUST RISING DIVIDEND, SCHWAB INTL EQUITY ETF, SS SPDR P S&P 500 GROWTH ETF, ISHARES RUSSELL MID-CAP VALU.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 70%
Healthcare 15%
Consumer staples 7%
Services media 7%
Long book by quarter
What does Sentinel Advisory own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 4.7K | $1.2M | 0.6% | Held |
| MSFT MICROSOFT CORP | Technology | 2.1K | $774K | 0.4% | Held |
| NTNX NUTANIX INC - A | Technology | 10.9K | $413K | 0.2% | Held |
| LLY ELI LILLY & CO | Healthcare | 398 | $366K | 0.2% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $330K | 0.2% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 3.7K | $285K | 0.1% | Held |
| MA MASTERCARD INC - A | Services media | 526 | $263K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 927 | $227K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 53 | $205.2M | canonical | SEC ↗ |