Sentinel Advisory Group, LLC holds a focused book of 60 stocks worth $244.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Pimco Multisector Bond Actv and trimmed Schwab Intl Equity ETF. Their largest long position is Ishares Core S&P 500 ETF at 20% of the equity book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2118181/holdings"
Use Arkolith to show Sentinel Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +10.1%, a 9.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sentinel Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sentinel Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 61 / 60 | $106.1B |
| LPL Financial LLC | 61 / 60 | $82.4B |
| Cetera Investment Advisers | 61 / 60 | $22.3B |
| OSAIC HOLDINGS, INC. | 61 / 60 | $14.8B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61 / 60 | $13.5B |
| Farther Finance Advisors, LLC | 61 / 60 | $2.6B |
| UBS Group AG | 60 / 60 | $102.8B |
| ENVESTNET ASSET MANAGEMENT INC | 60 / 60 | $94.3B |
Ranked by how many of Sentinel Advisory Group, LLC's top 60 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $48.1M | 64.2K | 19.6% | ▲+0.3% Added · +193 sh | |
| 2 | First TR Exchange Traded FD RISNG DIVD ACHIV | $22.4M | 276.0K | 9.1% | ▲+3.7% Added · +10K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $18.7M | 673.4K | 7.6% | ▼−0.2% Reduced · −2K sh | |
| 4 | SPDR Series Trust ST STR P500GRW | $18.5M | 155.9K | 7.6% | ▲+4.5% Added · +7K sh | |
| 5 | Fidelity Covington Trust ENHANCED INTL | $12.4M | 308.6K | 5.1% | ▲+21% Added · +53K sh | |
| 6 | Ishares TR RUS MDCP VAL ETF | $11.3M | 68.9K | 4.6% | ▲+5.4% Added · +4K sh | |
| 7 | Ishares TR RUS MD CP GR ETF | $10.7M | 73.0K | 4.4% | ▲+8.4% Added · +6K sh | |
| 8 | Capital Group New Geography SHS | $9.4M | 251.2K | 3.8% | ▲+3.1% Added · +8K sh | |
| 9 | NEOS ETF Trust NEOS S&P 500 HI | $9.3M | 174.3K | 3.8% | ▲+15% Added · +22K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $8.2M | 98.8K | 3.3% | ▼−2.6% Reduced · −3K sh | |
| 11 | Pimco ETF TR MULTISECTOR BD | $8.1M | 303.6K | 3.3% | ▲New New position | |
| 12 | Fidelity Merrimack STR TR TOTAL BD ETF | $7.4M | 163.6K | 3.0% | ▲+12% Added · +17K sh | |
| 13 | Ishares TR INVT GRD CORP BD | $6.7M | 276.9K | 2.7% | ▲+11% Added · +28K sh | |
| 14 | Fidelity Greenwood Street TR YIEL ENH EQU ETF | $6.1M | 209.5K | 2.5% | ▲+14% Added · +25K sh | |
| 15 | Pimco Dynamic Income FD SHS | $5.1M | 306.4K | 2.1% | ▼−10% Reduced · −36K sh | |
| 16 | Ishares TR RUS 1000 ETF | $4.2M | 10.3K | 1.7% | ▼−2.5% Reduced · −260 sh | |
| 17 | SPDR Series Trust ST STR CONV ETF | $3.9M | 36.2K | 1.6% | ▼−4.1% Reduced · −2K sh | |
| 18 | Ishares TR CORE MSCI EAFE | $3.2M | 33.1K | 1.3% | ▲+0.3% Added · +96 sh | |
| 19 | Ishares TR 20+ YEAR TR BD | $3.0M | 132.6K | 1.2% | ▼−50% Reduced · −134K sh | |
| 20 | Ishares TR RUS 1000 GRW ETF | $2.6M | 20.7K | 1.0% | ▲+292% Added · +15K sh | |
| 21 | Ishares TR CORE S&P MCP ETF | $2.1M | 27.5K | 0.9% | ▼−1.0% Reduced · −287 sh | |
| 22 | Ishares TR RUS 2000 GRW ETF | $2.1M | 5.3K | 0.9% | ▼−12% Reduced · −707 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.2K | 0.7% | ▲+0.3% Added · +7 sh | |
| 24 | Apple Inc COM | $1.4M | 4.7K | 0.6% | —Held | |
| 25 | Ishares Inc MSCI EURZONE ETF | $1.3M | 18.1K | 0.5% | ▼−1.0% Reduced · −188 sh | |
| 26 | Ishares TR SELECT DIVID ETF | $1.2M | 7.5K | 0.5% | ▼−0.6% Reduced · −48 sh | |
| 27 | SPDR Index SHS FDS ST PORT MARK ETF | $1.0M | 19.4K | 0.4% | ▲+0.3% Added · +67 sh | |
| 28 | Ishares TR CORE S&P SCP ETF | $942K | 6.4K | 0.4% | ▼−8.1% Reduced · −558 sh | |
| 29 | Ishares TR MRGSTR MD CP VAL | $896K | 9.8K | 0.4% | ▼−4.0% Reduced · −409 sh | |
| 30 | Ishares TR S&P 500 GRWT ETF | $883K | 6.4K | 0.4% | ▲+1.6% Added · +100 sh | |
| 31 | Ishares TR MRGSTR MD CP GRW | $877K | 8.9K | 0.4% | ▼−0.9% Reduced · −80 sh | |
| 32 | Microsoft Corp COM | $786K | 2.1K | 0.3% | ▲+0.8% Added · +17 sh | |
| 33 | Ishares TR EAFE GRWTH ETF | $696K | 5.6K | 0.3% | —Held | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $620K | 8.7K | 0.3% | ▲+11% Added · +857 sh | |
| 35 | DBX ETF TR XTRACK MSCI EAFE | $618K | 11.3K | 0.3% | —Held | |
| 36 | Invesco QQQ TR UNIT SER 1 | $612K | 831 | 0.2% | ▲+4.7% Added · +37 sh | |
| 37 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $606K | 10.2K | 0.2% | ▲+1.8% Added · +180 sh | |
| 38 | Nutanix Inc CL A | $605K | 11.9K | 0.2% | ▲+9.2% Added · +1K sh | |
| 39 | Vanguard Index FDS MID CAP ETF | $596K | 7.4K | 0.2% | ▲+301% Added · +6K sh | |
| 40 | Ishares TR RUSSELL 2000 ETF | $482K | 1.6K | 0.2% | —Held | |
| 41 | Eli Lilly & Co COM | $478K | 398 | 0.2% | —Held | |
| 42 | Vanguard Index FDS VALUE ETF | $476K | 2.2K | 0.2% | ▼−2.5% Reduced · −55 sh | |
| 43 | Alphabet Inc CAP STK CL C | $407K | 1.2K | 0.2% | —Held | |
| 44 | Ishares TR MSCI USA VALUE | $400K | 2.0K | 0.2% | ▼−3.1% Reduced · −65 sh | |
| 45 | Ishares TR ESG AWR MSCI USA | $372K | 2.3K | 0.2% | ▲New New position | |
| 46 | Vanguard BD Index FDS TOTAL BND MRKT | $353K | 4.8K | 0.1% | ▼−4.9% Reduced · −250 sh | |
| 47 | Ishares TR S&P SML 600 GWT | $332K | 1.9K | 0.1% | ▼−0.5% Reduced · −10 sh | |
| 48 | Nushares ETF TR NUVEEN ESG LRGCP | $321K | 2.7K | 0.1% | ▼−6.3% Reduced · −186 sh | |
| 49 | Coca Cola Co COM | $292K | 3.6K | 0.1% | ▼−4.0% Reduced · −150 sh | |
| 50 | Ishares TR EAFE SML CP ETF | $273K | 3.3K | 0.1% | ▲+0.5% Added · +16 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.