13F Filings History of SENTINEL PENSION ADVISORS, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$651,006,902
Signature - Title
Douglas Dustin - Chief Financial Officer
Location
Wakefield, MA
Summary
This page shows a list of all the recent 13F filings made by SENTINEL PENSION ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SENTINEL PENSION ADVISORS, LLC reported 131 stock holdings with total value $651,006,902 as of Q4 2025. Top holdings included BKLC, SPY, JCPB, BKIE, and GLDM.

Notify me when SENTINEL PENSION ADVISORS, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 131 $651,006,902 +$49,605,023 -$35,782,017 +$13,823,006 BKLC, SPY, JCPB, BKIE, GLDM 13F-HR 12 Jan 2026, 16:12
Q3 2025 123 $625,429,920 +$13,843,096 -$18,306,847 -$4,463,751 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 21 Oct 2025, 09:30
Q2 2025 122 $594,074,083 +$44,486,542 -$31,564,040 +$12,922,502 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 14 Jul 2025, 14:36
Q1 2025 111 $543,416,412 +$14,389,640 -$6,361,497 +$8,028,143 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 14 Apr 2025, 09:48
Q4 2024 110 $539,038,530 +$55,950,635 -$14,514,572 +$41,436,063 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 13 Jan 2025, 15:27
Q3 2024 111 $519,024,018 +$23,307,224 -$11,274,983 +$12,032,241 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 15 Oct 2024, 17:32
Q2 2024 110 $481,999,903 +$62,469,914 -$55,634,730 +$6,835,184 BKLC, SPY, JCPB, BKIE, SPTI 13F-HR 12 Jul 2024, 14:22
Q1 2024 108 $467,543,118 +$58,666,004 -$31,523,655 +$27,142,349 BKLC, SPY, BKAG, BKIE, SPTI 13F-HR 13 May 2024, 19:07
Q4 2023 98 $420,362,185 +$18,727,364 -$40,466,726 -$21,739,362 BKLC, BKAG, SPY, BKIE, SPTI 13F-HR 14 Feb 2024, 14:53
Q3 2023 100 $410,276,849 +$23,630,392 -$12,999,922 +$10,630,470 BKLC, BKAG, SPY, SPTI, BKIE 13F-HR 23 Oct 2023, 14:18
Q2 2023 98 $412,838,418 +$39,655,341 -$33,902,000 +$5,753,341 BKLC, BKAG, SPY, BKIE, SPTI 13F-HR 18 Jul 2023, 12:02
Q1 2023 90 $394,634,894 +$67,824,986 -$6,902,983 +$60,922,003 BKLC, BKAG, SPY, BKIE, SPTS 13F-HR 27 Apr 2023, 17:53
Q4 2022 85 $318,787,310 +$39,592,978 -$21,664,294 +$17,928,684 BKLC, BKAG, BKIE, SPTS, BSCN 13F-HR 03 Feb 2023, 18:06
Q3 2022 83 $286,764,000 +$15,964,177 -$12,153,999 +$3,810,178 BKLC, BKAG, SPTS, BKIE, BSCN 13F-HR 01 Nov 2022, 09:21
Q2 2022 88 $297,508,000 +$69,409,266 -$34,380,139 +$35,029,127 BKLC, BKAG, SPTS, BKIE, BSCN 13F-HR 08 Aug 2022, 18:34
Q1 2022 89 $294,857,000 +$91,087,709 -$90,877,938 +$209,771 BKAG, BKLC, SCHX, BKIE, BSCN 13F-HR 06 May 2022, 10:37
Q4 2021 102 $317,626,000 +$28,437,608 -$16,651,504 +$11,786,104 SPTM, SPAB, SPDW, SCHX, BSCM 13F-HR 08 Feb 2022, 11:31
Q3 2021 87 $293,788,000 +$17,755,883 -$7,845,245 +$9,910,638 SPAB, SPTM, SPDW, SCHX, BSCM 13F-HR 20 Oct 2021, 14:08
Q2 2021 90 $285,568,000 +$57,644,290 -$11,857,972 +$45,786,318 SPTM, SPAB, SPDW, SCHX, BSCM 13F-HR 12 Jul 2021, 16:04
Q1 2021 67 $172,309,000 +$13,573,716 -$47,080,173 -$33,506,457 SPAB, SPTM, SPDW, BSCM, BSCL 13F-HR 29 Apr 2021, 12:45
Q4 2020 78 $273,409,000 +$11,634,032 -$15,853,266 -$4,219,234 SPAB, SPTM, SPTS, SPDW, PHYS 13F-HR 29 Jan 2021, 16:24
Q3 2020 81 $258,790,000 +$30,659,472 -$32,934,550 -$2,275,078 SPAB, SPTM, SPTS, SPDW, PHYS 13F-HR 03 Nov 2020, 15:40
Q2 2020 71 $239,440,000 +$20,110,155 -$14,177,306 +$5,932,849 SPAB, SPTM, SPTS, BLFS, SPDW 13F-HR 16 Jul 2020, 18:01
Q1 2020 69 $205,683,000 +$82,325,441 -$13,331,865 +$68,993,576 SPAB, SPTM, SPTS, SPDW, BLFS 13F-HR 30 Apr 2020, 11:20
Q4 2019 48 $153,972,000 $0 $0 $0 SPTM, SPAB, SPDW, BSCL, BSCK 13F-HR 05 Feb 2020, 16:47