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Anne-Lise Wiegand

Sentinel Trust Co Lba

Assets Managed
$1.129B
Holdings
136
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.18%(2Q avg: 5.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Trust Co Lba's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 136 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.129B in assets, with a quarterly growth rate of 12.18% and a 2-quarter average growth rate of 5.65%. 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
Decreased -1.45%
25.86%
$291.957M
1.777M shares@ $164.28 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -2.96%
10.38%
$117.152M
1.37M shares@ $85.49 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 3.29%
9.48%
$106.985M
250,902 shares@ $426.41 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
4.14%
$46.669M
456,200 shares@ $102.3 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 14.38%
3.8%
$42.897M
115,924 shares@ $370.05 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -2.93%
3.52%
$39.683M
473,829 shares@ $83.75 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -3.48%
2.86%
$32.287M
276,741 shares@ $116.67 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -10.19%
2.73%
$30.727M
195,752 shares@ $156.97 avg price
BTT
Blackrock 2030 Muni Trgt Trm
Recent Activity
Increased 52.34%
2.57%
$28.997M
1.275M shares@ $22.75 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.24%
2.36%
$26.583M
320,894 shares@ $82.85 avg price

1-10 of 136