DOSSIER · 13F-HR · Q1 2026

SENTINEL PENSION ADVISORS, LLC

SENTINEL PENSION's hedge fund based in Stamford, CT $676M in tracked AUM across 137 positions as of Q1 2026.

SP
SENTINEL PENSION·Stamford, CT·Hedge Fund
CIK 0001802290 · last filed Mar 31, 2026
Total AUM
$676M
13.5%
vs prior
Holdings
137
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SENTINEL PENSION ADVISORS, LLC SEC 13F Filing

Report Period: Q4 2025 (Ending December 31, 2025) Total Portfolio Value: $651.01M Total Holdings: 131

1. Portfolio Overview

SENTINEL PENSION ADVISORS, LLC manages a portfolio totaling approximately $651 million, reporting a significant growth of 31.7% from the previous quarter's value of $494.46 million. This substantial increase in portfolio value is driven by a combination of market appreciation and n...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BKLC
BNY MELLON ETF TRUST
$124M997K18.4%
02
SPY
STATE STR SPDR S&P 500 ETF T
$93M143K13.8%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$59M1.3M8.8%
04
BKIE
BNY MELLON ETF TRUST
$54M579K8.0%
05
GLDM
WORLD GOLD TR
$37M402K5.5%
06
SPTI
SPDR SERIES TRUST
$27M944K4.0%
07
RLY
SSGA ACTIVE ETF TR
$19M519K2.8%
08
FELG
FIDELITY COVINGTON TRUST
$17M456K2.5%
09
VXF
VANGUARD INDEX FDS
$16M80K2.4%
10
FBND
FIDELITY MERRIMACK STR TR
$15M329K2.2%

Filing history

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