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Douglas Dustin

Sentinel Pension Advisors, Llc

Assets Managed
$676.434M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
3.91%(2Q avg: 4%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Pension Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Sentinel Pension Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 676.434M in assets, with a quarterly growth rate of 3.91% and a 2-quarter average growth rate of 4%. The portfolio is managed by Douglas Dustin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
Increased 3.28%
18.4%
$124.46M
997,197 shares@ $124.81 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
13.77%
$93.078M
143,122 shares@ $650.34 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.63%
8.8%
$59.489M
1.264M shares@ $47.09 avg price
BKIE
Bny Mellon Intl Eqty Etf
Recent Activity
Decreased -3.38%
8%
$54.08M
578,831 shares@ $93.43 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 0.78%
5.51%
$37.243M
401,802 shares@ $92.7 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 3.97%
4%
$27.047M
943,734 shares@ $28.66 avg price
RLY
Spdr Ssga Multi-asset Real R
Recent Activity
New Position
2.78%
$18.769M
519,210 shares@ $36.16 avg price
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Increased 6.78%
2.53%
$17.101M
456,159 shares@ $37.49 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 6337.74%
2.44%
$16.468M
80,021 shares@ $205.8 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.62%
2.23%
$15.023M
329,316 shares@ $45.63 avg price

1-10 of 137