Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SENTINEL PENSION ADVISORS, LLC (CIK 1802290) reported $676.4M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKLC ($124.5M, 18.40%), SPY ($93.1M, 13.76%), JCPB ($59.5M, 8.79%), BKIE ($54.1M, 7.99%), GLDM ($37.2M, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON ETF TRUST | $124.5M | 18.40% | 997,197 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $93.1M | 13.76% | 143,122 | Hold |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $59.5M | 8.79% | 1.3M | Added |
| 4 | BKIE | BNY MELLON ETF TRUST | $54.1M | 7.99% | 578,831 | Trimmed |
| 5 | GLDM | WORLD GOLD TR | $37.2M | 5.51% | 401,802 | Added |
| 6 | SPTI | SPDR SERIES TRUST | $27.0M | 4.00% | 943,734 | Added |
| 7 | RLY | SSGA ACTIVE ETF TR | $18.8M | 2.77% | 519,210 | New |
| 8 | FELG | FIDELITY COVINGTON TRUST | $17.1M | 2.53% | 456,159 | Added |
| 9 | VXF | VANGUARD INDEX FDS | $16.5M | 2.43% | 80,021 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $15.0M | 2.22% | 329,316 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $12.0M | 1.77% | 255,748 | Added |
| 12 | SPTM | SPDR SERIES TRUST | $11.5M | 1.70% | 145,418 | Trimmed |
| 13 | SMTH | ALPS ETF TR | $11.3M | 1.67% | 437,659 | Added |
| 14 | PYLD | PIMCO ETF TR | $9.4M | 1.39% | 358,330 | Added |
| 15 | AAPL | APPLE INC | $7.7M | 1.14% | 30,310 | Added |
| 16 | SCHR | SCHWAB STRATEGIC TR | $7.7M | 1.14% | 308,590 | Trimmed |
| 17 | SPDW | SPDR INDEX SHS FDS | $7.6M | 1.12% | 166,392 | Trimmed |
| 18 | SCHX | SCHWAB STRATEGIC TR | $7.1M | 1.04% | 275,048 | Added |
| 19 | EWC | ISHARES INC | $6.9M | 1.02% | 125,550 | Hold |
| 20 | TXUE | THORNBURG ETF TR | $6.3M | 0.92% | 194,357 | Trimmed |
| 21 | DFLV | DIMENSIONAL ETF TRUST | $6.0M | 0.89% | 168,898 | Trimmed |
| 22 | MINT | PIMCO ETF TR | $5.5M | 0.81% | 54,497 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $5.2M | 0.77% | 11,962 | Trimmed |
| 24 | ITOT | ISHARES TR | $4.2M | 0.62% | 29,382 | Added |
| 25 | IEQ | LAZARD ACTIVE ETF TR | $4.2M | 0.62% | 132,974 | New |
Source: SEC Form 13F filings · as of 2026-03-31