What does SENTINEL PENSION ADVISORS, LLC hold?

SENTINEL PENSION ADVISORS, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1802290.

What is SENTINEL PENSION ADVISORS, LLC's AUM?

SENTINEL PENSION ADVISORS, LLC reported approximately $762.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $11.9B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SENTINEL PENSION ADVISORS, LLC's holdings?

All SENTINEL PENSION ADVISORS, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1802290. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SENTINEL PENSION ADVISORS, LLC's 13F data updated on 13F Pro?

SENTINEL PENSION ADVISORS, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SENTINEL PENSION ADVISORS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802290

Institutional-grade research for retail investors

Sector Allocation

Other87.7%$668.6M
Financials7.4%$56.1M
Technology2.3%$17.9M
Healthcare1.8%$13.6M
Consumer Discretionary0.3%$2.4M
Utilities0.2%$1.4M
Energy0.2%$1.3M
Consumer Staples0.1%$764,522
Industrials0.0%$229,187

AUM History

13fpro.ai/research/fund/sentinel-pension-advisors-llc-1802290

Conviction and streaks

Stable · top 10 = 67.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold19.2% weight · held 10 quarters

$SPYConviction hold13.9% weight · held 10 quarters

$Conviction hold8.2% weight · held 9 quarters

$Conviction hold8.0% weight · held 10 quarters

$GLDMConviction hold4.4% weight · held 10 quarters

$Accumulating+169% shares · 9 quarters running

$Accumulating+176% shares · 9 quarters running

$Accumulating+29% shares · 9 quarters running

$Accumulating+8% shares · 9 quarters running

$Accumulating+202% shares · 8 quarters running

$Trimming-23% shares · 9 quarters running

$Trimming-60% shares · 9 quarters running

$Trimming-20% shares · 8 quarters running

$Trimming-83% shares · 7 quarters running

$Trimming-74% shares · 6 quarters running

Largest positions — Q2 2026

BNY
$146.6M
SPY
$106.4M
J
$62.1M
BNY
$61.1M
GLDM
$33.5M
SPDR
$28.2M
FIDELITY
$20.6M
SSGA
$20.5M
VANGUARD
$20.1M
FIDELITY
$15.4M
SPDR
$13.6M
SPDR
$12.4M
ALPS
$12.3M
AAPL
$10.3M
PIMCO
$10.3M
SCHWAB
$8.3M
SPDR
$8.2M
SCHWAB
$7.9M
ISHARES
$7.5M
DIMENSIONAL
$7.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sentinel-pension-advisors-llc-1802290

SENTINEL PENSION ADVISORS, LLC 13F holdings — Q2 2026

$762.3M portfolio (+12.7% QoQ) · 147 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio

1
BNY MELLON ETF TRUST - US LRG CP CORE
$146.6M
19.2% of stocks
+210%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
SPDR S&P 500 ETF TRUST
$SPY
$106.4M
13.9% of stocks
-0.0%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$62.1M
8.2% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
BNY MELLON ETF TRUST - INTERNATIONL EQT
$61.1M
8.0% of stocks
+218%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
World Gold Trust
$GLDM
$33.5M
4.4% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
SPDR SERIES TRUST - ST INTER ETF
$28.2M
3.7% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
FIDELITY COVINGTON TRUST - ENHANCED LARGE
$20.6M
2.7% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
SSGA ACTIVE ETF TR - ST STR REAL ETF
$20.5M
2.7% of stocks
+11%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - EXTEND MKT ETF
$20.1M
2.6% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$15.4M
2.0% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	BNY MELLON ETF TRUST - US LRG CP CORE	$146.6M	19.2%	+210%	—	—	—	—
2	SPDR S&P 500 ETF TRUST$SPY	$106.4M	13.9%	-0.0%	—	—	—	—
3	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	$62.1M	8.2%	+6%	—	—	—	—
4	BNY MELLON ETF TRUST - INTERNATIONL EQT	$61.1M	8.0%	+218%	—	—	—	—
5	World Gold Trust$GLDM	$33.5M	4.4%	+5%	—	—	—	—
6	SPDR SERIES TRUST - ST INTER ETF	$28.2M	3.7%	+6%	—	—	—	—
7	FIDELITY COVINGTON TRUST - ENHANCED LARGE	$20.6M	2.7%	+6%	—	—	—	—
8	SSGA ACTIVE ETF TR - ST STR REAL ETF	$20.5M	2.7%	+11%	—	—	—	—
9	VANGUARD INDEX FDS - EXTEND MKT ETF	$20.1M	2.6%	+6%	—	—	—	—
10	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$15.4M	2.0%	+3%	—	—	—	—

All holdings — SENTINEL PENSION ADVISORS, LLC (Q2 2026)

Sort

147 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund	—	$13.6M	1.8%	270K	+6%	—	—	13F
12	—	SPDR SERIES TRUST - ST STR PR SP1500etf/fund	—	$12.4M	1.6%	137K	-6%	—	—	13F
13	$ALPS	Alps Group Incetf/fund	Healthcare	$12.3M	1.6%	481K	+10%	—	—	13F
14	$AAPL	Apple Inc.	Technology	$10.3M	1.4%	31K	+2%	—	AI quality score is Pro: unlock with a free trial	13F
15	—	PIMCO ETF TR - MULTISECTOR BDetf/fund	—	$10.3M	1.4%	392K	+9%	—	—	13F
16	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$8.3M	1.1%	284K	+3%	—	—	13F
17	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$8.2M	1.1%	166K	-0.1%	—	—	13F
18	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	—	$7.9M	1.0%	324K	+5%	—	—	13F
19	—	ISHARES INC - MSCI CDA ETFetf/fund	—	$7.5M	1.0%	126K	—	—	—	13F
20	—	DIMENSIONAL ETF TRUST - US LARG VALU ETFetf/fund	—	$7.2M	0.9%	181K	+7%	—	—	13F
21	—	THORNBURG ETF TR - INTL EQUITY ETFetf/fund	—	$7.2M	0.9%	207K	+7%	—	—	13F
22	—	ISHARES TR - RUS 1000 ETFetf/fund	—	$6.3M	0.8%	16K	New	—	—	13F
23	—	PIMCO ETF TR - ENHAN SHRT MA ACetf/fund	—	$6.1M	0.8%	60K	+11%	—	—	13F
24	—	VANGUARD INDEX FDS - GROWTH ETFetf/fund	—	$6.1M	0.8%	71K	+493%	—	—	13F
25	$LAZ	Lazard, Inc.etf/fund	Financials	$5.0M	0.7%	146K	+10%	—	AI quality score is Pro: unlock with a free trial	13F
26	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$4.6M	0.6%	51K	+5%
27	—	ISHARES INC - MSCI AUST ETF	—	$4.3M	0.6%	149K	—
28	—	ISHARES TR - CORE S&P TTL STK	—	$4.2M	0.6%	26K	-11%
29	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$4.1M	0.5%	32K	+6%
30	—	ISHARES TR - ESG AWR US AGRGT	—	$3.7M	0.5%	78K	+1%
31	—	ISHARES TR - CORE S&P500 ETF	—	$3.7M	0.5%	4,901	+25%
32	$EBC	Eastern Bankshares, Inc.	Financials	$3.3M	0.4%	143K	-4%
33	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$3.0M	0.4%	86K	-1%
34	$WT	WisdomTree, Inc.	Financials	$2.7M	0.3%	28K	-0.9%
35	—	FIRST TR EXCH TRADED FD III - MANAGD MUN ETF	—	$2.6M	0.3%	51K	+0.4%
36	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$2.4M	0.3%	96K	-16%
37	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$2.4M	0.3%	46K	+135%
38	—	SPDR SERIES TRUST - ST STR P500ETF	—	$2.4M	0.3%	27K	+13%
39	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.3M	0.3%	13K	+0.0%
40	$PHYS	Sprott Physical Gold Trust	Financials	$2.3M	0.3%	76K	+4%
41	—	SPDR SERIES TRUST - ST SHO TREAS ETF	—	$2.3M	0.3%	78K	+3%
42	—	VANGUARD INDEX FDS - MID CAP ETF	—	$2.1M	0.3%	27K	+300%
43	—	BNY MELLON ETF TRUST - CORE BOND ETF	—	$2.1M	0.3%	51K	-2%
44	—	LISTED FDS TR - SWAN HEDGED EQTY	—	$2.0M	0.3%	77K	+12%
45	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$1.9M	0.3%	5,421	-1%
46	$MSFT	MICROSOFT CORP	Technology	$1.7M	0.2%	4,376	+7%
47	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$1.7M	0.2%	16K	-0.6%
48	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.7M	0.2%	2,447	+13%
49	—	SPDR SERIES TRUST - ST STR MSCI USAQ	—	$1.6M	0.2%	8,712	+0.4%
50	—	ISHARES TR - IBONDS DEC 27	—	$1.5M	0.2%	60K	+1%
51	$NVDA	NVIDIA CORP	Technology	$1.4M	0.2%	6,812	+109%
52	—	ISHARES TR - IBONDS DEC 2030	—	$1.4M	0.2%	53K	+12%
53	—	VANGUARD WORLD FD - MATERIALS ETF	—	$1.4M	0.2%	6,114	-1%
54	—	ISHARES TR - IBONDS DEC 28	—	$1.3M	0.2%	53K	+0.8%
55	—	WISDOMTREE TR - GLOB EX US QU FD	—	$1.3M	0.2%	29K	-0.1%
56	$DELL	Dell Technologies Inc.	Technology	$1.3M	0.2%	3,293	-3%
57	—	ISHARES TR - IBONDS DEC 2029	—	$1.3M	0.2%	51K	+0.8%
58	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.2M	0.2%	12K	—
59	$GLD	SPDR GOLD TRUST	Financials	$1.1M	0.1%	3,116	+1.0%
60	$GOOGL	Alphabet Inc.	Technology	$1.1M	0.1%	3,125	+12%
61	—	BNY MELLON ETF TRUST - US MDCP CORE EQT	—	$1.1M	0.1%	26K	+261%
62	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.1M	0.1%	7,151	New
63	—	FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH	—	$976K	0.1%	16K	-0.5%
64	—	VANGUARD WORLD FD - MEGA CAP VAL ETF	—	$936K	0.1%	5,783	+36%
65	—	BNY MELLON ETF TRUST - US SMLCP CORE	—	$931K	0.1%	21K	+274%
66	$IVZ	Invesco Ltd.	Financials	$900K	0.1%	46K	-12%
67	$LLY	ELI LILLY & Co	Healthcare	$882K	0.1%	748	+10%
68	—	VANGUARD INDEX FDS - VALUE ETF	—	$859K	0.1%	3,941	-14%
69	$IVZ	Invesco Ltd.	Financials	$857K	0.1%	44K	-9%
70	$IVZ	Invesco Ltd.	Financials	$853K	0.1%	36K	+0.2%
71	$AMZN	AMAZON COM INC	Consumer Discretionary	$851K	0.1%	3,442	+9%
72	—	MATTHEWS ASIA FDS - ASIA INNOV ACTIV	—	$766K	0.1%	16K	—
73	$IAU	ISHARES GOLD TRUST	Financials	$765K	0.1%	10K	-1%
74	—	SPDR SERIES TRUST - ST STR SP DIV	—	$712K	0.1%	4,597	+1%
75	$IVZ	Invesco Ltd.	Financials	$686K	0.1%	29K	+0.1%
76	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$685K	0.1%	20K	+0.9%
77	$FRME	FIRST MERCHANTS CORP	Financials	$679K	0.1%	15K	—
78	$F	FORD MOTOR CO	Consumer Discretionary	$676K	0.1%	48K	-4%
79	—	ISHARES TR - NATIONAL MUN ETF	—	$666K	0.1%	6,253	New
80	$IVZ	Invesco Ltd.	Financials	$662K	0.1%	29K	+0.1%
81	$IVZ	Invesco Ltd.	Financials	$657K	0.1%	28K	+0.1%
82	$META	Meta Platforms, Inc.	Technology	$636K	0.1%	985	-5%
83	$NEE	NEXTERA ENERGY INC	Utilities	$627K	0.1%	7,059	+2%
84	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$623K	0.1%	5,243	-0.7%
85	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$598K	0.1%	22K	—
86	—	ISHARES TR - IBONDS DEC 26	—	$564K	0.1%	22K	+1%
87	—	VANECK ETF TRUST - CLO ETF	—	$537K	0.1%	10K	-22%
88	$ES	EVERSOURCE ENERGY	Utilities	$529K	0.1%	7,089	+0.0%
89	$GOOG	Alphabet Inc.	Technology	$524K	0.1%	1,515	+8%
90	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$518K	0.1%	16K	+5%
91	$MCD	MCDONALDS CORP	Consumer Discretionary	$504K	0.1%	1,882	-0.3%
92	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$493K	0.1%	9,491	-2%
93	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$482K	0.1%	14K	+0.2%
94	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$453K	0.1%	13K	-1%
95	$BAC	BANK OF AMERICA CORP /DE/	Financials	$452K	0.1%	7,379	+2%
96	$ABBV	AbbVie Inc.	Healthcare	$450K	0.1%	1,767	+10%
97	$JPM	JPMORGAN CHASE & CO	Financials	$447K	0.1%	1,311	+6%
98	—	VANECK ETF TRUST - REAL ASSETS ETF	—	$445K	0.1%	11K	-3%
99	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF	—	$444K	0.1%	7,901	-5%
100	—	RBB FUND TRUST - FIRS EAGL OV ETF	—	$415K	0.1%	7,736	+0.0%
101	—	ISHARES TR - CORE MSCI EAFE	—	$414K	0.1%	4,298	+0.1%
102	—	CAMBRIA ETF TR - SHSHLD YIELD ETF	—	$406K	0.1%	4,892	-3%
103	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$405K	0.1%	1,368	-0.2%
104	$TSLA	Tesla, Inc.	Consumer Discretionary	$404K	0.1%	1,062	+20%
105	—	SPDR SERIES TRUST - ST STR P400MID	—	$402K	0.1%	6,076	-11%
106	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$390K	0.1%	8,521	—
107	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$383K	0.1%	7,498	-0.1%
108	—	ISHARES TR - SHRT NAT MUN ETF	—	$375K	0.1%	3,529	New
109	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$374K	0.1%	6,619	+22%
110	—	ISHARES TR - INTERNATIONAL SL	—	$369K	0.1%	8,487	+2%
111	—	ISHARES TR - CORE US AGGBD ET	—	$365K	0.1%	3,717	-7%
112	$NSSC	NAPCO SECURITY TECHNOLOGIES, INC	Technology	$363K	0.1%	10K	—
113	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$357K	0.1%	3,898	-57%
114	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$333K	0.0%	4,975	+12%
115	—	ISHARES TR - US AER DEF ETF	—	$307K	0.0%	1,329	-4%
116	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$306K	0.0%	11K	-6%
117	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$303K	0.0%	1,893	+13%
118	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$294K	0.0%	5,176	-14%
119	—	PACER FDS TR - US CASH COWS 100	—	$293K	0.0%	4,515	+9%
120	$IVZ	Invesco Ltd.	Financials	$287K	0.0%	3,805	—
121	$PG	PROCTER & GAMBLE Co	Consumer Staples	$283K	0.0%	1,889	+6%
122	$AMD	ADVANCED MICRO DEVICES INC	Technology	$283K	0.0%	570	New
123	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$261K	0.0%	4,674	+9%
124	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$258K	0.0%	3,166	-24%
125	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$255K	0.0%	696	-5%
126	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$252K	0.0%	738	-1%
127	—	ISHARES TR - MSCI USA QLT FCT	—	$248K	0.0%	1,137	New
128	$WMT	Walmart Inc.	Consumer Staples	$247K	0.0%	2,159	-4%
129	—	SPDR INDEX SHS FDS - ST STR MSCI EM	—	$241K	0.0%	3,161	+0.7%
130	—	ISHARES TR - 20+ YEAR TR BD	—	$241K	0.0%	11K	+0.6%
131	$KO	COCA COLA CO	Consumer Staples	$235K	0.0%	2,876	+9%
132	—	VANGUARD WORLD FD - INF TECH ETF	—	$231K	0.0%	2,047	New
133	$CSX	CSX CORP	Industrials	$229K	0.0%	4,516	New
134	—	ISHARES TR - SELECT DIVID ETF	—	$223K	0.0%	1,375	—
135	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$216K	0.0%	8,955	+0.6%
136	$CSCO	CISCO SYSTEMS, INC.	Technology	$214K	0.0%	1,916	New
137	—	ISHARES TR - CORE HIGH DV ETF	—	$214K	0.0%	7,566	New
138	$CVX	CHEVRON CORP	Energy	$212K	0.0%	1,132	+9%
139	—	ISHARES TR - IBONDS 27 ETF	—	$207K	0.0%	8,560	+1%
140	—	GLOBAL X FDS - US INFR DEV ETF	—	$206K	0.0%	3,657	New
141	$DTB	DTE ENERGY CO	Utilities	$205K	0.0%	1,385	+0.4%
142	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$201K	0.0%	410	New
143	$IVZ	Invesco Ltd.	Financials	$201K	0.0%	9,842	-2%
144	$IVZ	Invesco Ltd.	Financials	$181K	0.0%	11K	-2%
145	$IVZ	Invesco Ltd.	Financials	$178K	0.0%	11K	-2%
146	—	TIDAL TRUST II - YIEL MAGN 7 ETFS	—	$126K	0.0%	11K	New
147	$DHF	BNY MELLON HIGH YIELD STRATEGIES FUND	Other	$34K	0.0%	14K	+2%

What changed in Q2 2026

Against the previous quarter's 13F: 13 new, 80 added to, 44 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

ISHARES TR - RUS 1000 ETF$6.3M
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$1.1M
first bought this quarter
ISHARES TR - NATIONAL MUN ETF$666K
first bought this quarter
ISHARES TR - SHRT NAT MUN ETF$375K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$283K
first bought this quarter
ISHARES TR - MSCI USA QLT FCT$248K
first bought this quarter

+7 more in the Excel export

Added to (80)

BNY MELLON ETF TRUST - US LRG CP CORE+210%
now $146.6M
BNY MELLON ETF TRUST - INTERNATIONL EQT+218%
now $61.1M
VANGUARD INDEX FDS - GROWTH ETF+493%
now $6.1M
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+6%
now $62.1M
SSGA ACTIVE ETF TR - ST STR REAL ETF+11%
now $20.5M
VANGUARD INDEX FDS - MID CAP ETF+300%
now $2.1M

+74 more in the Excel export

Trimmed (44)

SPDR SERIES TRUST - ST STR PR SP1500-6%
now $12.4M
ISHARES TR - CORE S&P TTL STK-11%
now $4.2M
SPDR SERIES TRUST - ST STR AGGRE ETF-16%
now $2.4M
SPDR SERIES TRUST - ST STR BLO 1 ETF-57%
now $357K
$EBCEastern Bankshares, Inc.-4%
now $3.3M
VANECK ETF TRUST - CLO ETF-22%
now $537K

+38 more in the Excel export

Sold out (3)

ISHARES TRwas $901K
$TAT&T INC.was $224K
held 1 qtr
VANGUARD BD INDEX FDSwas $208K

Firm AUM (Form ADV): $11.9B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SENTINEL PENSION ADVISORS, LLC has filed, 26 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

SENTINEL PENSION ADVISORS, LLC disclosed 147 positions worth $762.3M in its Form 13F-HR for Q2 2026, followed by $SPY. During the quarter the fund opened 13 new positions and exited 3. The portfolio is most concentrated in Other (87.7% of disclosed assets). All figures are sourced directly from SENTINEL PENSION ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1802290.

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AI-Powered Hedge Fund Analysis: SENTINEL PENSION ADVISORS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For SENTINEL PENSION ADVISORS, LLC (SEC CIK: 1802290), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in SENTINEL PENSION ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.