Pinion Investment Advisors, LLC — 13F holdings
Pinion Investment Advisors, LLC reported 205 holdings worth $527M in its 13F filing for Q2 2026, filed August 6, 2026.
Largest positions
- VOO VANGUARD INDEX FDS — $96.6M (18.3%)
- IVV ISHARES TR — $46.8M (8.9%)
- BOXX EA SERIES TRUST — $29.1M (5.5%)
- JPIE J P MORGAN EXCHANGE TRADED F — $16.1M (3.1%)
- VUG VANGUARD INDEX FDS — $14.8M (2.8%)
- SGOV ISHARES TR — $13.1M (2.5%)
- CAIE CALAMOS ETF TR — $12.4M (2.4%)
- IEFA ISHARES TR — $12.4M (2.3%)
- SPIB SPDR SERIES TRUST — $10.1M (1.9%)
- XNTK SPDR SERIES TRUST — $9.69M (1.8%)