SENTINEL PENSION ADVISORS, LLC

Est. AUM

$675.9M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BNY MELLON ETF TRUST	US LRG CP CORE	$124.5M	997197	18.41%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$93.1M	143122	13.77%	SOLE
3	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$59.5M	1263562	8.80%	SOLE
4	BNY MELLON ETF TRUST	INTERNATIONL EQT	$54.1M	578831	8.00%	SOLE
5	WORLD GOLD TR	SPDR GLD MINIS	$37.2M	401802	5.51%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$27.0M	943734	4.00%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET MUL	$18.8M	519210	2.78%	SOLE
8	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$17.1M	456159	2.53%	SOLE
9	VANGUARD INDEX FDS	EXTEND MKT ETF	$16.5M	80021	2.44%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.0M	329316	2.22%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$12.0M	255748	1.77%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$11.5M	145418	1.70%	SOLE
13	ALPS ETF TR	SMITH CORE PLUS	$11.3M	437659	1.67%	SOLE
14	PIMCO ETF TR	MULTISECTOR BD	$9.4M	358330	1.39%	SOLE
15	APPLE INC	COM	$7.7M	30310	1.14%	SOLE
16	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$7.7M	308590	1.14%	SOLE
17	SPDR INDEX SHS FDS	STATE STREET SPD	$7.6M	166392	1.12%	SOLE
18	SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.1M	275048	1.04%	SOLE
19	ISHARES INC	MSCI CDA ETF	$6.9M	125550	1.02%	SOLE
20	THORNBURG ETF TR	INTL EQUITY ETF	$6.3M	194357	0.93%	SOLE
21	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$6.0M	168898	0.89%	SOLE
22	PIMCO ETF TR	ENHAN SHRT MA AC	$5.5M	54497	0.81%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$5.2M	11962	0.77%	SOLE
24	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$4.2M	132974	0.62%	SOLE
25	ISHARES TR	CORE S&P TTL STK	$4.2M	29382	0.62%	SOLE
26	ISHARES INC	MSCI AUST ETF	$4.1M	148500	0.61%	SOLE
27	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.9M	48877	0.58%	SOLE
28	ISHARES TR	ESG AWR US AGRGT	$3.7M	77403	0.54%	SOLE
29	AMERICAN CENTY ETF TR	US SML CP VALU	$3.4M	30550	0.50%	SOLE
30	EASTERN BANKSHARES INC	COM	$2.9M	150115	0.43%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	114406	0.43%	SOLE
32	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.7M	86884	0.40%	SOLE
33	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$2.6M	73420	0.38%	SOLE
34	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.6M	51038	0.38%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$2.6M	3935	0.38%	SOLE
36	WISDOMTREE TR	US QTLY DIV GRT	$2.5M	28171	0.37%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	75696	0.33%	SOLE
38	BNY MELLON ETF TRUST	CORE BOND ETF	$2.2M	51871	0.32%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$1.9M	6693	0.28%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	23842	0.27%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	13327	0.26%	SOLE
42	LISTED FDS TR	SWAN HEDGED EQTY	$1.7M	68719	0.25%	SOLE
43	VANGUARD INDEX FDS	SML CP GRW ETF	$1.7M	5493	0.25%	SOLE
44	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.6M	16138	0.23%	SOLE
45	MICROSOFT CORP	COM	$1.5M	4092	0.22%	SOLE
46	ISHARES TR	IBONDS DEC 27	$1.5M	59357	0.22%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	8681	0.22%	SOLE
48	VANGUARD WORLD FD	MATERIALS ETF	$1.4M	6202	0.21%	SOLE
49	ISHARES TR	IBONDS DEC 28	$1.3M	52167	0.20%	SOLE
50	SPDR GOLD TR	GOLD SHS	$1.3M	3086	0.20%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.