Sentinel Trust Co Lba Portfolio Stock Holdings

Sentinel Trust Co Lba disclosed 136 stock positions valued at approximately $1.1 million in its latest SEC 13F filing. The largest holdings include iShares Tr Core S&P TTL Stk, Vanguard Star Fd Vg Tl Intl St, and iShares Russell 3000 ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.

Report Period
June 30, 2026
No. of Stocks
136
Portfolio Value
$1.1M
Holdings by Sector
Sentinel Trust Co Lba Portfolio Holdings in Q2 2026

118 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Tr Core S&P TTL StkITOTOther25.85%1,777,298-26,213-1.45%$291,957
Vanguard Star Fd Vg Tl Intl StVXUSOther10.37%1,370,361-41,852-2.96%$117,152
iShares Russell 3000 ETFIWVOther9.47%250,902+7,974+3.28%$106,985
Ishares Inc Msci Emrg ChnEMXCOther4.13%456,200--$46,669
Vanguard Total Stock Market ETVTIOther3.80%115,924+14,574+14.38%$42,897
Vanguard Ftse All-World EtfVEUOther3.51%473,829-14,346-2.94%$39,683
Palantir TechnologiesPLTRTechnology2.86%276,741-10,000-3.49%$32,287
Ishares Msci Acwi EtfACWIOther2.72%195,752-22,216-10.19%$30,727
Blackrock Mun Target T Com ShsBTTFinancial Services2.57%1,274,609+437,875+52.33%$28,997
Apple Inc.AAPLTechnology2.28%88,836-1,479-1.64%$25,706
State Street SPDR S&P 500 ETF SPYOther2.04%30,775-1,008-3.17%$22,982
J P Morgan Exchange-Tr BetabulBBJPOther1.66%249,000-19,300-7.19%$18,752
Cloudflare Inc Cl A ComNETTechnology1.63%74,918-3,000-3.85%$18,376
2023 ETF Series Trust Eagle CaEAGLOther1.41%493,735--$15,883
Quanta Svcs Inc ComPWRIndustrials0.97%15,152--$10,910
Ishares Tr Micro-Cap EtfIWCOther0.97%54,480-13,626-20.01%$10,898
Ishares Tr MSCI ACWI Ex UsACWXOther0.83%123,633-124-0.10%$9,410
Huntington BancsharesHBANFinancial Services0.78%497,003-74,250-13.00%$8,812
J P Morgan ChaseJPMFinancial Services0.67%23,166-2,459-9.60%$7,583
Vanguard Admiral Fds I Midcp 4IVOOOther0.63%54,746--$7,139
Flexshares Mornstar US MarketTILTOther0.63%25,614--$7,071
Coca Cola CoKOConsumer Defensive0.62%85,606--$6,957
Microsoft CorpMSFTTechnology0.61%18,568-987-5.05%$6,926
iShares Comex Gold Tr IsharesIAUOther0.57%84,861+8,075+10.52%$6,408
Meta Platforms, Inc.METACommunication Services0.48%9,656--$5,439
Vanguard Ftse Developed MarketVEAOther0.48%75,317-6,213-7.62%$5,366
Procter & Gamble CoPGConsumer Defensive0.47%36,415--$5,340
Litman Gregory Fds Tr Imgp DbiDBMFOther0.44%162,287+162,287+100.00%$4,968
Listed Fds Tr Hori Ki Infl EtfINFLOther0.44%99,035+99,035+100.00%$4,940
Select Sector SPDR Tr SBI Int-XLKOther0.42%24,616--$4,690
Texas Instruments IncTXNTechnology0.40%15,085--$4,496
Abbvie Inc. ComABBVHealthcare0.33%14,743--$3,710
Ishares Tr Core Msci TotalIXUSOther0.30%35,992+2,492+7.44%$3,435
ADR ASML Holding Registry ShsASMLOther0.30%1,709-25-1.44%$3,400
Ishares Tr Global Energ EtfIXCOther0.30%68,300+16,000+30.59%$3,356
SPDR Gold MiniShares TrustGLDMOther0.28%39,693+33,338+524.59%$3,152
Alphabet Class-C ShareGOOGCommunication Services0.27%8,734--$3,086
ADR Nestle SA SponsoredNSRGYConsumer Defensive0.23%25,685-450-1.72%$2,645
Johnson & JohnsonJNJHealthcare0.23%10,367--$2,633
Chevron CorpCVXEnergy0.22%15,294--$2,535
Ionq Inc ComIONQTechnology0.21%45,000--$2,397
iShares Tr S&P Midcap 400IJHOther0.21%30,260-7,840-20.58%$2,333
Pepsico IncPEPConsumer Defensive0.20%16,908--$2,289
Alphabet Inc. Class AGOOGLCommunication Services0.20%6,360--$2,273
Vanguard World Fd Esg Intl StkVSGXOther0.20%27,453-359-1.29%$2,260
Franklin FTSE India ETFFLINOther0.19%60,000--$2,134
Tyson Foods Inc Cl ATSNConsumer Defensive0.19%36,500--$2,090
Blackrock Inc ComBLKOther0.18%2,100--$2,019
ADR Novo-NordiskNVOHealthcare0.18%41,672-4,566-9.87%$1,998
iShares MSCI EmrgEEMOther0.18%28,942-1,776-5.78%$1,980
Ishares Tr Global Finls EtfIXGOther0.17%15,800--$1,967
Mcdonalds CorpMCDConsumer Cyclical0.17%7,219-34-0.47%$1,951
Unitedhealth Group IncUNHHealthcare0.17%4,504-100-2.17%$1,872
DBX ETF TR XTRACK INTL REALHAUZOther0.16%78,300+78,300+100.00%$1,755
Shell Plc Spon AdsSHELEnergy0.14%21,037--$1,631
Union Pacific CorpUNPIndustrials0.14%5,624--$1,530
Berkshire Hath. Cl ABRK-AFinancial Services0.13%2--$1,498
State Street SPDR S&P MIDCAP 4MDYOther0.13%2,104--$1,480
Home Depot IncHDConsumer Cyclical0.13%4,104--$1,447
Mondelez International IncMDLZConsumer Defensive0.13%24,412--$1,412
Nautilus Biotechnology ComNAUTHealthcare0.12%750,000--$1,402
Select Sector SPDR Tr SBI HealXLVOther0.12%8,366-10,385-55.38%$1,327
Spdr Series Trust Spdr S&p 500SPYXOther0.12%21,515+250+1.18%$1,315
Bank Amer CorpBACFinancial Services0.12%22,900+261+1.15%$1,305
Weyerhaeuser CoWYReal Estate0.11%52,576--$1,259
Amazon.Com IncAMZNConsumer Cyclical0.11%5,136--$1,224
Automatic Data Proc.ADPTechnology0.11%5,426--$1,215
Vanguard World Fds Inf Tech EtVGTOther0.11%10,104+8,841+700.00%$1,208
Ishares ESG Aware Msci Usa EtfESGUOther0.10%7,234-268-3.57%$1,184
iShares MSCI ETFEFAOther0.10%10,699-1,174-9.89%$1,111
ADR Roche Hldg Ltd SponsoredRHHBYHealthcare0.10%21,507--$1,109
Abbott LaboratoriesABTHealthcare0.10%11,968--$1,086
Raytheon Technologies ComRTXIndustrials0.09%5,555--$1,054
Flexshares Quality Dividend InQDFOther0.09%10,700--$962
Vanguard Scottsdale Fd Vng RusVONGOther0.08%6,885--$880
Berkshire Hathaway Inc Cl B NeBRK-BFinancial Services0.07%1,495+43+2.96%$748
Vanguard Intl Equity I Ftse SmVSSOther0.07%4,833-15-0.31%$746
Vanguard Intl Equity I Glb Ex VNQIOther0.06%15,800-36,913-70.03%$709
Grayscale Bitcoin Mini Shs NewBTCOther0.06%26,271+26,271+100.00%$682
Walmart Inc.WMTConsumer Defensive0.06%5,792--$656
Applied Digital Corp Com NewAPLDTechnology0.05%16,650-5,500-24.83%$621
Mastercard Inc Cl AMAFinancial Services0.05%1,124-280-19.94%$577
iShares Tr S&P Smlcap 600IJROther0.05%3,672--$545
Goldman SachsGSFinancial Services0.05%533--$539
iShares ESG Aware Msci EafeESGDOther0.05%5,210-263-4.81%$536
ADR SAP SESAPTechnology0.05%3,367-143-4.07%$519
Comcast Corp New Cl ACMCSACommunication Services0.04%20,048--$492
Ventas Inc ComVTRReal Estate0.04%5,198--$462
iShares Russell MidcapIWROther0.04%4,165--$459
Prologis Inc ComPLDReal Estate0.04%3,377--$457
iShares Tr DJ Sel Div InxDVYOther0.04%2,755--$431
Vanguard Index Fds Growth ETFVUGOther0.04%4,968+4,140+500.00%$428
Select Sector SPDR Tr SBI Int-XLIOther0.03%2,110-6,025-74.06%$391
Triple Flag Precious Metals CoTFPMBasic Materials0.03%13,000+13,000+100.00%$390
Proshares Tr Sp500 Ex EnrgySPXEOther0.03%4,722--$381
Tesla Inc ComTSLAConsumer Cyclical0.03%852--$358
Veeva Sys Inc Cl A ComVEEVHealthcare0.03%2,000+2,000+100.00%$355
Vanguard Specialized Div App EVIGOther0.03%1,455--$344
Old Second Bancorp Inc ComOSBCFinancial Services0.03%14,051--$328
Vanguard World Fds Energy EtfVDEOther0.03%2,170--$326
Sentinel Trust Co Lba Portfolio Stock Holdings | InsiderSet