Sentinel Pension Advisors Inc Top Holdings and 13F Report (2026) About Sentinel Pension Advisors IncInvestment ActivitySentinel Pension Advisors Inc has $676.43 million in total holdings as of March 31, 2026.Sentinel Pension Advisors Inc owns shares of 137 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.59% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Sentinel Pension Advisors Inc has purchased 131 new stocks and bought additional shares in 62 stocks.Sentinel Pension Advisors Inc sold shares of 52 stocks and completely divested from 4 stocks this quarter.Largest Holdings BNY Mellon US Large Cap Core Equity ETF $124,460,125SPDR S&P 500 ETF Trust $93,077,762JPMorgan Core Plus Bond ETF $59,488,516BNY Mellon International Equity ETF $54,080,175SPDR Gold MiniShares Trust $37,243,063 Largest New Holdings this Quarter 78467V103 - SPDR SSgA Multi-Asset Real Return ETF $18,769,450 Holding52110K400 - LAZARD ACTIVE ETF TR $4,221,925 Holding46438G687 - ISHARES TR $1,224,523 Holding00206R102 - AT&T $224,325 Holding166764100 - Chevron $215,616 Holding Largest Purchases this Quarter SPDR SSgA Multi-Asset Real Return ETF 519,210 shares (about $18.77M)Vanguard Extended Market ETF 78,778 shares (about $16.21M)LAZARD ACTIVE ETF TR 132,974 shares (about $4.22M)BNY Mellon US Large Cap Core Equity ETF 31,602 shares (about $3.94M)JPMorgan Core Plus Bond ETF 55,830 shares (about $2.63M) Largest Sales this Quarter VanEck CLO ETF 111,696 shares (about $5.89M)BNY Mellon International Equity ETF 20,258 shares (about $1.89M)Dimensional US Large Cap Value ETF 48,752 shares (about $1.74M)iShares iBonds Dec 2026 Term Muni Bond ETF 47,328 shares (about $1.21M)THORNBURG ETF TR 25,706 shares (about $827.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSentinel Pension Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKLCBNY Mellon US Large Cap Core Equity ETF$124,460,125$3,944,245 â–²3.3%997,19718.4%ETFSPYSPDR S&P 500 ETF Trust$93,077,7620.0%143,12213.8%FinanceJCPBJPMorgan Core Plus Bond ETF$59,488,516$2,628,477 â–²4.6%1,263,5628.8%ETFBKIEBNY Mellon International Equity ETF$54,080,175$1,892,705 â–¼-3.4%578,8318.0%ETFGLDMSPDR Gold MiniShares Trust$37,243,063$284,651 â–²0.8%401,8025.5%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$27,047,403$1,031,989 â–²4.0%943,7344.0%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$18,769,450$18,769,450 â–²New Holding519,2102.8%ETFFIDELITY COVINGTON TRUST$17,101,382$1,085,147 â–²6.8%456,1592.5%ENHANCED LARGEVXFVanguard Extended Market ETF$16,468,245$16,212,437 â–²6,337.7%80,0212.4%ETFFBNDFidelity Total Bond ETF$15,023,408$523,627 â–²3.6%329,3162.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,997,158$548,144 â–²4.8%255,7481.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$11,496,768$230,302 â–¼-2.0%145,4181.7%ETFALPS ETF TR$11,271,905$1,313,247 â–²13.2%437,6591.7%SMITH CORE PLUSPYLDPIMCO Multi Sector Bond Active ETF$9,388,240$336,015 â–²3.7%358,3301.4%ETFAAPLApple$7,692,340$149,228 â–²2.0%30,3101.1%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$7,686,978$443,024 â–¼-5.4%308,5901.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,595,777$37,433 â–¼-0.5%166,3921.1%ETFSCHXSchwab US Large-Cap ETF$7,052,226$353,191 â–²5.3%275,0481.0%ETFEWCiShares MSCI Canada ETF$6,878,8850.0%125,5501.0%ETFTHORNBURG ETF TR$6,256,345$827,475 â–¼-11.7%194,3570.9%INTL EQUITY ETFDFLVDimensional US Large Cap Value ETF$6,031,347$1,740,934 â–¼-22.4%168,8980.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,480,768$727,524 â–²15.3%54,4970.8%ETFVUGVanguard Growth ETF$5,224,843$38,000 â–¼-0.7%11,9620.8%ETFLAZARD ACTIVE ETF TR$4,221,925$4,221,925 â–²New Holding132,9740.6%INTL DYNAMIC EQTITOTiShares Core S&P Total U.S. Stock Market ETF$4,184,846$21,364 â–²0.5%29,3820.6%ETFEWAiShares MSCI Australia ETF$4,122,3600.0%148,5000.6%FinanceAVEMAvantis Emerging Markets Equity ETF$3,938,492$164,785 â–²4.4%48,8770.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,680,518$4,850 â–¼-0.1%77,4030.5%ETFAVUVAvantis U.S. Small Cap Value ETF$3,374,865$307,549 â–²10.0%30,5500.5%ETFEBCEastern Bankshares$2,936,256$347,249 â–¼-10.6%150,1150.4%FinanceSPABSPDR Portfolio Aggregate Bond ETF$2,931,085$2,793 â–¼-0.1%114,4060.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,689,942$161,148 â–²6.4%86,8840.4%ETFSPROTT ASSET MANAGEMENT LP$2,602,005$102,953 â–²4.1%73,4200.4%PHYSICAL GOLD TRFMBFirst Trust Managed Municipal ETF$2,585,600$147,219 â–¼-5.4%51,0380.4%ManufacturingIVViShares Core S&P 500 ETF$2,570,498$262,602 â–²11.4%3,9350.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,474,506$128,332 â–²5.5%28,1710.4%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$2,208,812$12,518 â–¼-0.6%75,6960.3%ETFBKAGBNY Mellon Core Bond ETF$2,188,962$26,417 â–¼-1.2%51,8710.3%ETFVOVanguard Mid-Cap ETF$1,922,209$10,913 â–¼-0.6%6,6930.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,824,839$47,071 â–¼-2.5%23,8420.3%ETFXLKTechnology Select Sector SPDR Fund$1,771,210$3,057 â–¼-0.2%13,3270.3%ETFHEGDSwan Hedged Equity US Large Cap ETF$1,697,359$491,085 â–²40.7%68,7190.3%ETFVBKVanguard Small-Cap Growth ETF$1,660,259$3,627 â–¼-0.2%5,4930.2%ETFMOATVanEck Morningstar Wide Moat ETF$1,560,586$21,468 â–¼-1.4%16,1380.2%ETFMSFTMicrosoft$1,514,658$85,505 â–²6.0%4,0920.2%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,510,049$8,853 â–²0.6%59,3570.2%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,489,936$15,275 â–¼-1.0%8,6810.2%ETFVAWVanguard Materials ETF$1,397,5590.0%6,2020.2%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,331,814$5,438 â–²0.4%52,1670.2%ETFGLDSPDR Gold Shares$1,327,765$113,587 â–¼-7.9%3,0860.2%FinanceISHARES TR$1,294,329$5,349 â–²0.4%51,0580.2%IBONDS DEC 2029QQQInvesco QQQ$1,254,705$16,160 â–²1.3%2,1740.2%FinanceISHARES TR$1,224,523$1,224,523 â–²New Holding47,4070.2%IBONDS DEC 2030DNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$1,185,999$104,277 â–²9.6%29,3780.2%FinanceVNQVanguard Real Estate ETF$1,064,311$8,870 â–¼-0.8%11,9990.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,022,987$351,210 â–¼-25.6%52,3800.2%ETFBINCiShares Flexible Income Active ETF$1,009,478$234,259 â–²30.2%19,4390.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$941,643$86,742 â–¼-8.4%47,9820.1%ETFIAUiShares Gold Trust$902,847$1,587 â–¼-0.2%10,2410.1%FinanceSGOViShares 0-3 Month Treasury Bond ETF$900,929$138,612 â–¼-13.3%8,9500.1%ETFVTVVanguard Value ETF$897,540$150,277 â–²20.1%4,5750.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$853,287$46,872 â–¼-5.2%36,1180.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$821,548$180,896 â–¼-18.0%8,9650.1%ETFFBCGFidelity Blue Chip Growth ETF$819,625$5,012 â–¼-0.6%16,3530.1%ETFBKMCBNY Mellon US Mid Cap Core Equity ETF$801,7710.0%7,2690.1%ETFGOOGLAlphabet$800,678$55,507 â–²7.4%2,7840.1%Computer and TechnologyBSMRInvesco BulletShares 2027 Municipal Bond ETF$686,522$20,271 â–²3.0%29,0240.1%ETFCLOIVanEck CLO ETF$684,962$5,886,552 â–¼-89.6%12,9970.1%ETFSDYSPDR S&P Dividend ETF$663,548$25,246 â–²4.0%4,5470.1%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$661,236$391 â–²0.1%28,7200.1%ETFAMZNAmazon.com$655,822$37,279 â–²6.0%3,1490.1%Retail/WholesaleBSMSInvesco BulletShares 2028 Municipal Bond ETF$654,945$20,143 â–²3.2%27,9950.1%ETFNEENextEra Energy$642,265$3,251 â–¼-0.5%6,9150.1%UtilitiesBKSEBNY Mellon US Small Cap Core Equity ETF$639,2120.0%5,6110.1%ETFLLYEli Lilly and Company$628,203$7,358 â–²1.2%6830.1%MedicalMGVVanguard Mega Cap Value ETF$617,487$15,655 â–²2.6%4,2600.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$612,740$136,852 â–²28.8%20,0900.1%ETFMINVMatthews Asia Innovators Active ETF$604,9510.0%15,9030.1%ETFMETAMeta Platforms$592,086$22,883 â–¼-3.7%1,0350.1%Computer and TechnologyFRMEFirst Merchants$589,7800.0%15,2280.1%FinanceMCDMcDonald's$586,772$3,729 â–²0.6%1,8880.1%Retail/WholesaleFFord Motor$571,232$33,085 â–¼-5.5%49,5000.1%Auto/Tires/TrucksNVDANVIDIA$569,790$46,218 â–²8.8%3,2670.1%Computer and TechnologyDELLDell Technologies$557,121$66,480 â–¼-10.7%3,3940.1%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$556,252$1,213,026 â–¼-68.6%21,7030.1%ETFSCHFSchwab International Equity ETF$548,192$241,092 â–²78.5%22,1490.1%ETFVTWOVanguard Russell 2000 ETF$528,798$9,416 â–¼-1.7%5,2790.1%ETFESEversource Energy$491,0570.0%7,0880.1%UtilitiesRAAXVanEck Real Assets ETF$476,199$407 â–²0.1%11,6970.1%ETFSCHDSchwab US Dividend Equity ETF$460,507$46,695 â–¼-9.2%15,0100.1%ETFPVALPutnam Focused Large Cap Value ETF$449,384$54,149 â–¼-10.8%9,6850.1%ETFPROFESIONALLY MANAGED PORTFO$437,492$31,234 â–¼-6.7%8,2780.1%AKRE FOCUS ETFSCHASchwab US Small-Cap ETF$411,342$70,462 â–²20.7%14,1450.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$404,776$1,244 â–²0.3%6,8350.1%ETFGOOGAlphabet$402,488$7,746 â–²2.0%1,4030.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$397,628$32,656 â–²8.9%4,0060.1%FinanceNSSCNAPCO Security Technologies$395,712$98,475 â–¼-19.9%10,0460.1%IndustrialsSCHGSchwab U.S. Large-Cap Growth ETF$390,531$18,120 â–¼-4.4%13,4060.1%ETFRBB FUND TRUST$390,258$34,767 â–¼-8.2%7,7340.1%FIRST EAGLE OVERIEFAiShares Core MSCI EAFE ETF$388,736$9,325 â–¼-2.3%4,2940.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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