Sentinel Advisory Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 58 individual securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the iShares Core S&P 500 ETF (ticker: IVV) representing the largest holding. The firm holds 48,493,542 shares of this fund. Other significant ETF positions include the Schwab Strategic Trust International Equity ETF (SCHF) with 18,661,498 shares and the PIMCO ETF Trust Multi-Sector Bond ETF (BNDX) with 11,003,760 shares.
In addition to ETFs, the portfolio includes direct equity positions in major technology and consumer companies. Sentinel Advisory Group holds 1,158,124 shares of Microsoft Corporation, 1,152 shares of Alphabet Inc. Class C stock, and 1,163,945 shares of Apple Inc. The firm also holds positions in Johnson & Johnson, Mastercard Incorporated, and Thermon Fisher Scientific Inc.
The filing indicates that all positions are held in a Sole capacity.
