SENTINEL PENSION ADVISORS, LLC
All 13F Filings
- Location
- Wakefield, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 676,434
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 137 | 676,434 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
| Q4 2025 | 1/12/2026 | 131 | 651,007 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
| Q3 2025 | 10/21/2025 | 123 | 625,430 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
| Q2 2025 | 7/14/2025 | 122 | 594,074 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.19 K | 7.4% | 0 | 421.8 K | -421.8 K |
| ETFs | 617.9 K | 91.4% | 447.5 K | 0 | 447.5 K |
| Debt | 8.311 K | 1.2% | 0 | 246 | -246 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
676,434
Holdings
137
QoQ value change ($000)
25,427
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.