SENTINEL PENSION ADVISORS, LLC
โขCIK: 1802290โขFiling: Q4 2025
**SENTINEL PENSION ADVISORS INC** manages $651M across 131 positions, exhibiting a concentrated allocation strategy. The portfolio is notably anchored by significant positions in BKLC ($126.3M) and SPY ($97.6M), representing the two largest holdings. Further diversification is evident through substantial allocations to JCPB ($57.2M) and BKIE ($55.5M). This structure suggests a core focus on established market leaders alongside targeted sector exposure.
Total AUM
$651.0M
QoQ Performance
+4.1%
Positions
67
Top 10 Concentration
69.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BKLC
SPY
JCPB
BKIE
GLDM
BKLC19.4%
SPY15.0%
JCPB8.8%
BKIE8.5%
GLDM5.2%
SPTI4.0%
FELG2.7%
FBND2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other82.0%
ETF15.4%
Technology1.9%
Consumer0.3%
Healthcare0.2%
Financial0.1%
Utilities0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
โ70 increased
โ38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022