SENTINEL PENSION ADVISORS, LLC - Portfolio overview

SENTINEL PENSION ADVISORS, LLC has 146 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BKLC - BNY MELLON ETF TRUST, 18.08%
2. SPY - STATE STR SPDR S&P 500 ETF T, 13.52%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 8.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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