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 2023