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Anne-Lise Wiegand

Sentinel Trust Co Lba

Assets Managed
$1.007B
Holdings
135
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.87%(2Q avg: 1.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Trust Co Lba's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Sentinel Trust Co Lba over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.007B in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Anne-Lise Wiegand, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.65%
25.52%
$256.874M
1.804M shares@ $142.43 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 3.46%
10.82%
$108.896M
1.412M shares@ $77.12 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -0.45%
8.95%
$90.049M
242,928 shares@ $370.69 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
4.17%
$41.944M
286,741 shares@ $146.28 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.01%
3.65%
$36.662M
488,175 shares@ $75.11 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
3.57%
$35.885M
456,200 shares@ $78.67 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.62%
3.23%
$32.514M
101,350 shares@ $320.81 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Increased 4.95%
3%
$30.16M
217,968 shares@ $138.37 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.99%
2.28%
$22.921M
90,315 shares@ $253.79 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased 0%
2.23%
$22.437M
321,673 shares@ $69.76 avg price

1-10 of 135