Sentinel Trust Co Lba Portfolio Stock Holdings

According to the SEC 13F filed on July 13, 2026, Sentinel Trust Co Lba disclosed 134 stock positions valued at approximately $1.13B as of quarter-end June 30, 2026. The largest holdings include iShares Tr Core S&P TTL Stk, Vanguard Star Fd Vg Tl Intl St, and iShares Russell 3000 ETF.

Report Period
June 30, 2026
No. of Stocks
134
Portfolio Value
$1.13B
Holdings by Sector
Sentinel Trust Co Lba Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Tr Core S&P TTL StkITOTOther25.85%1,777,298-26,213-1.45%$291,957,000
Vanguard Star Fd Vg Tl Intl StVXUSOther10.37%1,370,361-41,852-2.96%$117,152,000
iShares Russell 3000 ETFIWVOther9.47%250,902+7,974+3.28%$106,985,000
Ishares Inc Msci Emrg ChnEMXCOther4.13%456,200--$46,669,000
Vanguard Total Stock Market ETVTIOther3.80%115,924+14,574+14.38%$42,897,000
Vanguard Ftse All-World EtfVEUOther3.51%473,829-14,346-2.94%$39,683,000
Palantir TechnologiesPLTRTechnology2.86%276,741-10,000-3.49%$32,287,000
Ishares Msci Acwi EtfACWIOther2.72%195,752-22,216-10.19%$30,727,000
Blackrock Mun Target T Com ShsBTTFinancial Services2.57%1,274,609+437,875+52.33%$28,997,000
iShares Inc Core MSCI EmktIEMGOther2.35%320,894-779-0.24%$26,583,000
Apple Inc.AAPLTechnology2.28%88,836-1,479-1.64%$25,706,000
State Street SPDR S&P 500 ETF SPYOther2.04%30,775-1,008-3.17%$22,982,000
J P Morgan Exchange-Tr BetabulBBJPOther1.66%249,000-19,300-7.19%$18,752,000
Cloudflare Inc Cl A ComNETTechnology1.63%74,918-3,000-3.85%$18,376,000
2023 ETF Series Trust Eagle CaEAGLOther1.41%493,735--$15,883,000
Invesco Qqq Tr Unit Ser 1QQQOther1.29%19,802--$14,582,000
Quanta Svcs Inc ComPWRIndustrials0.97%15,152--$10,910,000
Ishares Tr Micro-Cap EtfIWCOther0.97%54,480-13,626-20.01%$10,898,000
Ishares Tr MSCI ACWI Ex UsACWXOther0.83%123,633-124-0.10%$9,410,000
Huntington BancsharesHBANFinancial Services0.78%497,003-74,250-13.00%$8,812,000
Exxonmobil Hldgs Corp ComXOMOther0.72%59,816-1,319-2.16%$8,178,000
J P Morgan ChaseJPMFinancial Services0.67%23,166-2,459-9.60%$7,583,000
Vanguard Admiral Fds I Midcp 4IVOOOther0.63%54,746--$7,139,000
Flexshares Mornstar US MarketTILTOther0.63%25,614--$7,071,000
Coca Cola CoKOConsumer Defensive0.62%85,606--$6,957,000
Microsoft CorpMSFTTechnology0.61%18,568-987-5.05%$6,926,000
iShares Comex Gold Tr IsharesIAUOther0.57%84,861+8,075+10.52%$6,408,000
Meta Platforms, Inc.METACommunication Services0.48%9,656--$5,439,000
Vanguard Ftse Developed MarketVEAOther0.48%75,317-6,213-7.62%$5,366,000
Procter & Gamble CoPGConsumer Defensive0.47%36,415--$5,340,000
Showing 30 of 134 holdings in the latest reporting period.