Pinion Investment Advisors
$527M 13F equity value
216 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pinion Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 140,626 | $97M | 18.3% |
| IVV | ISHARES TR | 62,470 | $47M | 8.9% |
| BOXX | EA SERIES TRUST | 248,506 | $29M | 5.5% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 349,358 | $16M | 3.1% |
| VUG | VANGUARD INDEX FDS | 171,347 | $15M | 2.8% |
| SGOV | ISHARES TR | 129,837 | $13M | 2.5% |
| CAIE | CALAMOS ETF TR | 456,973 | $12M | 2.4% |
| IEFA | ISHARES TR | 128,146 | $12M | 2.3% |
| SPIB | SPDR SERIES TRUST | 303,236 | $10M | 1.9% |
| XNTK | SPDR SERIES TRUST | 24,801 | $10M | 1.8% |
Track Pinion Investment Advisors's 13F portfolio: $527M in reported holdings, 216 positions. Top holdings and quarterly changes on SentiSense.
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