SENTINEL PENSION ADVISORS, LLC
All 13F Filings
- Location
- Wakefield, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 800,823
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 157 | 800,823 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
| Q2 2026 | 7/23/2026 | 147 | 762,254 | 13F-HR | SENTINEL PENSION ADVISORS, LLC |
| 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 | 73.62 K | 9.2% | 11.54 K | 0 | 11.54 K |
| ETFs | 718.9 K | 89.8% | 27.18 K | 0 | 27.18 K |
| Debt | 8.272 K | 1.0% | 0 | 150 | -150 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
800,823
Holdings
157
QoQ value change ($000)
38,569
(5.1%)
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.