SENTINEL PENSION ADVISORS, LLC
PensionTop Portfolio Positions
33 positions ·
$158,694,962 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
143,122 | $93,077,961 | 58.65% | |
| GLDM |
World Gold Trust
|
401,802 | $37,243,027 | 23.47% | |
| AAPL |
Apple Inc.
Technology
|
30,310 | $7,692,374 | 4.85% | |
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
150,115 | $2,936,249 | 1.85% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
73,420 | $2,602,004 | 1.64% | |
| MSFT |
Microsoft Corp
Technology
|
4,092 | $1,514,735 | 0.95% | |
| GLD |
Spdr Gold Trust
|
3,086 | $1,327,874 | 0.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,174 | $1,254,789 | 0.79% | |
| IAU |
Ishares Gold Trust
|
10,241 | $902,846 | 0.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,784 | $800,567 | 0.50% |
Portfolio Trend
Holdings in DHF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,257 | 13,630 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $33,093 | 13,344 | Shares | Sole | 2026-01-12 | |
| No 13F history on record for this holder in this stock. | ||||||