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Portfolio (Quarterly) Guide ↗

SENTINEL PENSION ADVISORS, LLC

· CIK 0001802290
13F Portfolio $676.4B AUM 137 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 54 Added 44 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IWB ISHARES TR 15,837 $5.9M 0.91% SOLD
2 EMTL SSGA ACTIVE TR 15,402 $667K 0.10% SOLD
3 BONDBLOXX ETF TRUST 4,768 $239K 0.04% SOLD
4 ORCL ORACLE CORP Technology 1,060 $207K 0.03% SOLD
Sector Allocation
Financial Services 88.6%
Technology 6.5%
Communication Services 1.3%
Consumer Cyclical 1.3%
Utilities 0.8%
Healthcare 0.6%
Consumer Defensive 0.5%
Industrials 0.2%
Energy 0.1%