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CIK: 0001802290
Total reported value
$762.3M
$762.3M
123 檔
46.3%
As reported in its official Q3 2025 Form 13F filing, Sentinel Pension Advisors, LLC's tracked investment portfolio stood at $762.3M with 123 total positions.
Sentinel Pension Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 4 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 17.49% | +0.83% | -0.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.22% | +0.19% | -0.33% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.62% | -0.64% | +7.05% | |
| 4 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 8.56% | +0.02% | -0.81% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.55% | -0.30% | +4.39% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.73% | -1.12% | -12.23% | |
| 7 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 2.60% | +0.17% | +3.51% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.31% | -0.20% | +1.82% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.97% | -0.08% | -6.32% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.88% | -0.10% | +4.22% | |
| 11 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.43% | -0.06% | +5.49% | |
| 12 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.33% | -0.04% | +4.56% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 1.31% | -0.03% | +0.39% | |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.22% | -0.03% | -4.64% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.16% | -0.03% | -3.27% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.22% | +0.24% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | -0.04% | -2.28% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.05% | +0.05% | +1.12% | |
| 19 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.01% | -0.04% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.94% | +0.83% | NEW | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.02% | -2.42% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.90% | +0.06% | +7.44% | |
| 23 | TXUE | Thornburg Interntin Eqty ETF | ETF-Other | 0.72% | +0.02% | +6.41% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.66% | -0.06% | +0.18% | |
| 25 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.64% | -0.05% | — | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.60% | -0.06% | +32.59% | |
| 27 | EBC | Eastern Bankshares Inc | Stock-Other | 0.52% | — | +75.73% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.11% | -18.98% | |
| 29 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.44% | -0.04% | -18.60% | |
| 30 | FMB | First Trust Managed Municipa | ETF-Other | 0.43% | -0.04% | -4.68% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.43% | +0.02% | +3.45% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | +0.03% | +2.50% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | -0.01% | -1.21% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.40% | -0.02% | -1.12% | |
| 35 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.40% | -0.03% | +10.82% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.10% | +0.03% | |
| 37 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.33% | -0.08% | -18.42% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | — | -8.94% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.01% | -65.77% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.04% | +0.02% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.05% | -0.92% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.28% | -0.01% | -8.34% | |
| 43 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.28% | -0.01% | +0.03% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.26% | — | -0.76% | |
| 45 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.24% | -0.01% | -3.53% | |
| 46 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.24% | -0.02% | +0.75% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.22% | -0.13% | EXIT | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | -0.07% | -49.04% | |
| 49 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.21% | -0.01% | -6.73% | |
| 50 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.21% | -0.02% | +0.61% |
According to official SEC Form 13F filings, Sentinel Pension Advisors, LLC reported a total U.S. public equity portfolio value of $762.3M across 123 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BKLC, SPY, JCPB) accounted for 46.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMTH
市值: $8.9M
Top Position Liquidated / Trimmed
UYLD
前期市值: $521.1K
During Q3 2025, Sentinel Pension Advisors, LLC's top holdings by market value included BKLC (17.5%)、SPY (15.2%)、JCPB (9.6%). The largest single position, BKLC, represented 17.5% of total portfolio value.
In Q3 2025, Sentinel Pension Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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