Sentinel Pension Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on November 2, 2026, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's principal business address as 100 Quannapowitt Parkway, Suite 402, in Wakefield, Massachusetts.
The report details a portfolio consisting of 157 individual holdings. The largest holding in the portfolio is the SPDR S&P 500 ETF Trust (Ticker: SPY), with 109,339,691 shares valued at approximately $143,372,000. This is followed by the Schwab Strategic Trust U.S. Broad Market ETF (Ticker: SCHB) with 311,507 shares valued at $106,280, and the Vanguard Index Funds Extended Market ETF (Ticker: VEX) with 20,818,105 shares valued at $89,117.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with numerous holdings listed under major ETF providers including BlackRock, iShares, SPDR, Vanguard, and Schwab. Specific individual stock holdings include Apple Inc. with 33,810 shares, Microsoft Corporation with 5,633 shares, and NVIDIA Corporation with 10,749 shares. The filing also includes positions in various bond ETFs and other asset classes, such as the iShares Gold Trust and the Fidelity Wise Origin Bitcoin Shares.
