SENTINEL PENSION ADVISORS, LLC

CIK 0001802290 · Q1 2026

13F Equity AUM

$676.4M

+3.9% QoQ

Positions

137

+6 QoQ

AUM Rank

#3,597

Top 29%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #3,992 · Top 49%

vs S&P -7.3%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 54.5%Top 10: 68.4%Top 20: 81.3%

BKLC18.4%

SPY13.8%

RLY2.8%

VXF2.4%

Others (127)31.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.6%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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