SENTINEL PENSION ADVISORS, LLC: 13F holdings
CIK 18022902026Q2
| Positions | 147 |
|---|
| Reported value | $762.3m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 147 (+10 vs prior quarter) |
|---|
| Reported value | $762.3m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BKLC BNY MELLON ETF TRUST | 3,089,007 | $146.6m | 19.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 143,086 | $106.4m | 14.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 1,333,579 | $62.1m | 8.1% |
| BKIE BNY MELLON ETF TRUST | 1,838,019 | $61.1m | 8.0% |
| GLDM WORLD GOLD TR | 421,382 | $33.5m | 4.4% |
| SPTI SPDR SERIES TRUST | 997,269 | $28.2m | 3.7% |
| FELG FIDELITY COVINGTON TRUST | 481,348 | $20.6m | 2.7% |
| RLY SSGA ACTIVE ETF TR | 575,103 | $20.5m | 2.7% |
| VXF VANGUARD INDEX FDS | 84,498 | $20.1m | 2.6% |
| FBND FIDELITY MERRIMACK STR TR | 339,398 | $15.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802290")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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