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SENTINEL PENSION ADVISORS, LLC

100 QUANNAPOWITT PKWY SUITE 402, WAKEFIELD, MA 01880 • 781-914-1450

Q1 2026 · Filed 2026-04-16
Market Value
$675M
+3.8%
Holdings
139
+4
New Purchases
9
Added To
62
Closed
3
Reduced
52
Top 10 Concentration
68.5%
Turnover
8.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RLY 2.78% 0.00% +2.78% $19M
VXF 2.44% 0.04% +2.40% $16M
IDEQ 0.63% 0.00% +0.63% $4M
GLDM 5.52% 5.23% +0.29% $37M
SMTH 1.67% 1.55% +0.12% $11M
MINT 0.81% 0.73% +0.08% $5M
AVUV 0.50% 0.44% +0.06% $3M
HEGD 0.25% 0.19% +0.06% $2M
SCHF 0.08% 0.05% +0.04% $548K
T 0.03% 0.00% +0.03% $224K
CVX 0.03% 0.00% +0.03% $216K
BND 0.03% 0.00% +0.03% $208K
DVY 0.03% 0.00% +0.03% $208K
DTE 0.03% 0.00% +0.03% $202K
KO 0.03% 0.00% +0.03% $201K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 13.79% 15.00% -1.21% $93M
BKLC 18.43% 19.41% -0.97% $124M
CLOI 0.10% 1.01% -0.91% $685K
IWB 0.00% 0.91% -0.91% $0
BKIE 8.01% 8.52% -0.51% $54M
DFLV 0.89% 1.14% -0.25% $6M
FELG 2.53% 2.74% -0.20% $17M
IBMO 0.08% 0.27% -0.19% $556K
SPTM 1.70% 1.88% -0.18% $11M
TXUE 0.93% 1.06% -0.13% $6M
VUG 0.77% 0.90% -0.13% $5M
SCHR 1.14% 1.26% -0.12% $8M
EMTL 0.00% 0.10% -0.10% $0
AAPL 1.14% 1.24% -0.10% $8M
MSFT 0.22% 0.29% -0.06% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 97.3%
Technology 1.5%
Communication Services 0.3%
Consumer Cyclical 0.3%
Utilities 0.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $121M 17.9%
Large Cap 59 $260M 38.5%
Mid Cap 24 $190M 28.1%
Small Cap 22 $96M 14.2%
Micro Cap 8 $9M 1.3%

Portfolio Analytics

Avg Market Cap
$293.2B
Median Market Cap
$16.9B
Avg P/E
38.8
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
28
# ETFs / Funds
111

Top Holdings (139 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLC 18.43% 997,197 $124M $124.81 -$2M +31,602 +3.3%
2 SPY 13.79% 143,122 $93M $650.34 -$5M
3 JCPB 8.81% 1,263,562 $59M $47.08 $2M +55,830 +4.6%
4 BKIE 8.01% 578,831 $54M $93.43 -$1M -20,258 -3.4%
5 GLDM 5.52% 401,802 $37M $92.69 $3M +3,071 +0.8%
6 SPTI 4.01% 943,734 $27M $28.66 $869K +36,008 +4.0%
7 RLY 2.78% 519,210 $19M $36.15 +519,210 NEW
8 FELG 2.53% 456,159 $17M $37.49 -$713K +28,945 +6.8%
9 VXF 2.44% 80,021 $16M $205.80 $16M +78,778 +6337.7%
10 FBND 2.22% 329,316 $15M $45.62 $390K +11,478 +3.6%
11 SPEM 1.78% 255,748 $12M $46.91 $573K +11,685 +4.8%
12 SPTM 1.70% 145,418 $11M $79.06 -$741K -2,913 -2.0%
13 SMTH 1.67% 437,659 $11M $25.75 $1M +50,990 +13.2%
14 PYLD 1.39% 358,330 $9M $26.20 $170K +12,825 +3.7%
15 AAPL 1.14% 30,310 $8M $253.79 -$388K +588 +2.0%
16 SCHR 1.14% 308,590 $8M $24.91 -$498K -17,785 -5.5%
17 SPDW 1.12% 166,392 $8M $45.65 $170K -820 -0.5%
18 SCHX 1.04% 275,048 $7M $25.64 $21K +13,775 +5.3%
19 EWC 1.02% 125,550 $7M $54.79 $108K
20 TXUE 0.93% 194,357 $6M $32.19 -$643K -25,706 -11.7%
21 DFLV 0.89% 168,898 $6M $35.71 -$1M -48,752 -22.4%
22 MINT 0.81% 54,497 $5M $100.57 $738K +7,234 +15.3%
23 VUG 0.77% 11,962 $5M $436.79 -$653K -87 -0.7%
24 IDEQ 0.63% 132,974 $4M $31.75 +132,974 NEW
25 ITOT 0.62% 29,382 $4M $142.43 -$162K +150 +0.5%
26 EWA 0.61% 148,500 $4M $27.76 $233K
27 AVEM 0.58% 48,877 $4M $80.58 $332K +2,045 +4.4%
28 EAGG 0.55% 77,403 $4M $47.55 -$28K -102 -0.1%
29 AVUV 0.50% 30,550 $3M $110.47 $543K +2,784 +10.0%
30 EBC 0.43% 150,115 $3M $19.56 -$158K -17,753 -10.6%
31 SPAB 0.43% 114,406 $3M $25.62 -$18K -109 -0.1%
32 SCHM 0.40% 86,884 $3M $30.96 $234K +5,205 +6.4%
33 PHYS 0.39% 73,420 $3M $35.44 $274K +2,905 +4.1%
34 FMB 0.38% 51,038 $3M $50.66 -$173K -2,906 -5.4%
35 IVV 0.38% 3,935 $3M $653.24 $151K +402 +11.4%
36 DGRW 0.37% 28,171 $2M $87.84 $86K +1,461 +5.5%
37 SPTS 0.33% 75,696 $2M $29.18 -$20K -429 -0.6%
38 BKAG 0.32% 51,871 $2M $42.20 -$36K -626 -1.2%
39 VO 0.28% 6,693 $2M $287.20 -$31K -38 -0.6%
40 SPLG 0.27% 23,842 $2M $76.54 -$137K -615 -2.5%
41 XLK 0.26% 13,327 $2M $132.90 -$151K -23 -0.2%
42 HEGD 0.25% 68,719 $2M $24.70 $466K +19,882 +40.7%
43 VBK 0.25% 5,493 $2M $302.25 -$3K -12 -0.2%
44 MOAT 0.23% 16,138 $2M $96.70 -$134K -222 -1.4%
45 MSFT 0.22% 4,092 $2M $370.15 -$353K +231 +6.0%
46 IBMP 0.22% 59,357 $2M $25.44 $12K +348 +0.6%
47 QUS 0.22% 8,681 $1M $171.63 -$38K -89 -1.0%
48 VAW 0.21% 6,202 $1M $225.34 $110K
49 IBMQ 0.20% 52,167 $1M $25.53 $3K +213 +0.4%
50 GLD 0.20% 3,086 $1M $430.25 $126 -264 -7.9%
51 IBMR 0.19% 51,058 $1M $25.35 $1K +211 +0.4%
52 QQQ 0.19% 2,174 $1M $577.14 -$63K +28 +1.3%
53 DNL 0.18% 29,378 $1M $40.37 $81K +2,583 +9.6%
54 VNQ 0.16% 11,999 $1M $88.70 -$6K -100 -0.8%
55 BSCQ 0.15% 52,380 $1M $19.53 -$354K -17,983 -25.6%
56 BINC 0.15% 19,439 $1M $51.93 $222K +4,511 +30.2%
57 BSCR 0.14% 47,982 $942K $19.62 -$93K -4,420 -8.4%
58 IAU 0.13% 10,241 $903K $88.16 $70K -18 -0.2%
59 SGOV 0.13% 8,950 $901K $100.66 -$136K -1,377 -13.3%
60 VTV 0.13% 4,575 $898K $196.18 $170K +766 +20.1%
61 BSMQ 0.13% 36,118 $853K $23.62 -$48K -1,984 -5.2%
62 BIL 0.12% 8,965 $822K $91.64 -$178K -1,974 -18.1%
63 FBCG 0.12% 16,353 $820K $50.12 -$83K -100 -0.6%
64 BKMC 0.12% 7,269 $802K $110.30 $10K
65 GOOGL 0.12% 2,784 $801K $287.60 -$10K +193 +7.5%
66 BSMR 0.10% 29,024 $687K $23.65 $20K +857 +3.0%
67 CLOI 0.10% 12,997 $685K $52.70 -$6M -111,696 -89.6%
68 SDY 0.10% 4,547 $664K $145.93 $55K +173 +4.0%
69 BSMT 0.10% 28,720 $661K $23.02 -$3K +17 +0.1%
70 AMZN 0.10% 3,149 $656K $208.26 -$30K +179 +6.0%
71 BSMS 0.10% 27,995 $655K $23.40 $17K +861 +3.2%
72 NEE 0.10% 6,915 $642K $92.88 $84K -35 -0.5%
73 BKSE 0.09% 5,611 $639K $113.92 $8K
74 LLY 0.09% 683 $628K $919.77 -$97K +8 +1.2%
75 MGV 0.09% 4,260 $617K $144.95 $31K +108 +2.6%
76 SCHV 0.09% 20,090 $613K $30.50 $151K +4,487 +28.8%
77 MINV 0.09% 15,903 $605K $38.04 $44K
78 META 0.09% 1,035 $592K $572.06 -$117K -40 -3.7%
79 FRME 0.09% 15,228 $590K $38.73 $19K
80 MCD 0.09% 1,888 $587K $310.79 $13K +12 +0.6%
81 F-PD 0.08% 49,500 $571K $11.54 -$116K -2,867 -5.5%
82 NVDA 0.08% 3,267 $570K $174.41 $10K +265 +8.8%
83 DELL 0.08% 3,394 $557K $164.15 $79K -405 -10.7%
84 IBMO 0.08% 21,703 $556K $25.63 -$1M -47,328 -68.6%
85 SCHF 0.08% 22,149 $548K $24.75 $250K +9,741 +78.5%
86 VTWO 0.08% 5,279 $529K $100.17 -$6K -94 -1.8%
87 ES 0.07% 7,088 $491K $69.28 $14K
88 RAAX 0.07% 11,697 $476K $40.71 $68K +10 +0.1%
89 SCHD 0.07% 15,010 $461K $30.68 $7K -1,522 -9.2%
90 PVAL 0.07% 9,685 $449K $46.40 -$45K -1,167 -10.8%
91 AKRE 0.06% 8,278 $437K $52.85 -$144K -591 -6.7%
92 SCHA 0.06% 14,145 $411K $29.08 $78K +2,423 +20.7%
93 SPMD 0.06% 6,835 $405K $59.22 $10K +21 +0.3%
94 GOOG 0.06% 1,403 $402K $286.88 -$29K +27 +2.0%
95 AGG 0.06% 4,006 $398K $99.26 $30K +329 +8.9%
96 NSSC 0.06% 10,046 $396K $39.39 -$127K -2,500 -19.9%
97 SCHG 0.06% 13,406 $391K $29.13 -$67K -622 -4.4%
98 FEOE 0.06% 7,734 $390K $50.46 -$17K -689 -8.2%
99 IEFA 0.06% 4,294 $389K $90.53 -$5K -103 -2.3%
100 SYLD 0.06% 5,028 $379K $75.41 -$10K -575 -10.3%

New Positions

SymbolValue% Port
RLY $19M 2.78%
IDEQ $4M 0.63%
T $224K 0.03%
CVX $216K 0.03%
BND $208K 0.03%
DVY $208K 0.03%
DTE $202K 0.03%
KO $201K 0.03%
BSCV $184K 0.03%

Sold Out Positions

SymbolValue% Port
IWB —%
ORCL —%
EMTL —%
View SEC EDGAR Filings for SENTINEL PENSION ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms