# EDGAR Filing Document

**Accession Number:** 0001929328
**File Stem:** 0001929328-25-000004
**Filing Date:** 2025-8
**Character Count:** 7702
**Document Hash:** 2a06570686873b0635bafff8039cb3ec
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001929328-25-000004.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001929328-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SENTINEL WEALTH MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001929328

**ORGANIZATION NAME:**
- **EIN:** 223860643
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25747
- **FILM NUMBER:** 251220490

**BUSINESS ADDRESS:**
- **STREET 1:** 11710 PLAZA AMERICA DRIVE
- **STREET 2:** SUITE 130
- **CITY:** RESTON
- **STATE:** VA
- **ZIP:** 20190
- **BUSINESS PHONE:** 703-787-5770

**MAIL ADDRESS:**
- **STREET 1:** 11710 PLAZA AMERICA DRIVE
- **STREET 2:** SUITE 130
- **CITY:** RESTON
- **STATE:** VA
- **ZIP:** 20190

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SENTINEL WEALTH MANAGEMENT INC.<br>**Address:** 11710 PLAZA AMERICA DRIVE<br>SUITE 130<br>RESTON, VA 20190

**Form 13F File Number:** 028-25747

**CRD Number (if applicable):** 000122235

**SEC File Number (if applicable):** 801-61393

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James Mark Joseph<br>**Title:** President/CCO<br>**Phone:** 7037875770

**Signature, Place, and Date of Signing:**

James Mark Joseph  Reston, VA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 39

**Form 13F Information Table Value Total:** $106449

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 203 | 11183 | SH |  | SOLE |  | 0 | 0 | 11183 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 224 | 12206 | SH |  | SOLE |  | 0 | 0 | 12206 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 326 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 347 | 3660 | SH |  | SOLE |  | 0 | 0 | 3660 |
| CISCO SYS INC | COM | 17275R102 |  | 358 | 5165 | SH |  | SOLE |  | 0 | 0 | 5165 |
| ONEOK INC NEW | COM | 682680103 |  | 404 | 4952 | SH |  | SOLE |  | 0 | 0 | 4952 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 415 | 2137 | SH |  | SOLE |  | 0 | 0 | 2137 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 430 | 13864 | SH |  | SOLE |  | 0 | 0 | 13864 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 467 | 6426 | SH |  | SOLE |  | 0 | 0 | 6426 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 487 | 3815 | SH |  | SOLE |  | 0 | 0 | 3815 |
| ISHARES TR | CORE S ETF | 464287200 |  | 506 | 815 | SH |  | SOLE |  | 0 | 0 | 815 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 517 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 583 | 1373 | SH |  | SOLE |  | 0 | 0 | 1373 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 623 | 2181 | SH |  | SOLE |  | 0 | 0 | 2181 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 669 | 1906 | SH |  | SOLE |  | 0 | 0 | 1906 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 708 | 3283 | SH |  | SOLE |  | 0 | 0 | 3283 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 716 | 1260 | SH |  | SOLE |  | 0 | 0 | 1260 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 891 | 10005 | SH |  | SOLE |  | 0 | 0 | 10005 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 1063 | 36041 | SH |  | SOLE |  | 0 | 0 | 36041 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1180 | 2689 | SH |  | SOLE |  | 0 | 0 | 2689 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 1301 | 16240 | SH |  | SOLE |  | 0 | 0 | 16240 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1379 | 4523 | SH |  | SOLE |  | 0 | 0 | 4523 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1458 | 14698 | SH |  | SOLE |  | 0 | 0 | 14698 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1497 | 2710 | SH |  | SOLE |  | 0 | 0 | 2710 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1748 | 36411 | SH |  | SOLE |  | 0 | 0 | 36411 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1796 | 62041 | SH |  | SOLE |  | 0 | 0 | 62041 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1971 | 18039 | SH |  | SOLE |  | 0 | 0 | 18039 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 2687 | 60836 | SH |  | SOLE |  | 0 | 0 | 60836 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 3463 | 100449 | SH |  | SOLE |  | 0 | 0 | 100449 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 3669 | 47460 | SH |  | SOLE |  | 0 | 0 | 47460 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 4715 | 29888 | SH |  | SOLE |  | 0 | 0 | 29888 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 5079 | 107077 | SH |  | SOLE |  | 0 | 0 | 107077 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 5456 | 51310 | SH |  | SOLE |  | 0 | 0 | 51310 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 5481 | 158541 | SH |  | SOLE |  | 0 | 0 | 158541 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 6232 | 73139 | SH |  | SOLE |  | 0 | 0 | 73139 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 6882 | 233852 | SH |  | SOLE |  | 0 | 0 | 233852 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 8070 | 118316 | SH |  | SOLE |  | 0 | 0 | 118316 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 14207 | 222993 | SH |  | SOLE |  | 0 | 0 | 222993 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 18241 | 53718 | SH |  | SOLE |  | 0 | 0 | 53718 |

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