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

  1. VOO VANGUARD INDEX FDS — $96.6M (18.3%)
  2. IVV ISHARES TR — $46.8M (8.9%)
  3. BOXX EA SERIES TRUST — $29.1M (5.5%)
  4. JPIE J P MORGAN EXCHANGE TRADED F — $16.1M (3.1%)
  5. VUG VANGUARD INDEX FDS — $14.8M (2.8%)
  6. SGOV ISHARES TR — $13.1M (2.5%)
  7. CAIE CALAMOS ETF TR — $12.4M (2.4%)
  8. IEFA ISHARES TR — $12.4M (2.3%)
  9. SPIB SPDR SERIES TRUST — $10.1M (1.9%)
  10. XNTK SPDR SERIES TRUST — $9.69M (1.8%)