Universe · entity
Pinion Investment Advisors, LLC
Institutional manager (13F) · CIK 1738738
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $354M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $83M | 138,703 |
| 2 | ISHARES TR | $31M | 47,335 |
| 3 | EA SERIES TRUST | $16M | 134,014 |
| 4 | VANGUARD INDEX FDS | $15M | 33,603 |
| 5 | ISHARES TR | $13M | 129,266 |
| 6 | J P MORGAN EXCHANGE TRADED F | $12M | 263,252 |
| 7 | ISHARES TR | $10M | 113,280 |
| 8 | SPDR SERIES TRUST | $10M | 299,800 |
| 9 | CALAMOS ETF TR | $8M | 327,205 |
| 10 | BLACKROCK ETF TRUST | $8M | 137,451 |
| 11 | ISHARES TR | $8M | 169,968 |
| 12 | ISHARES INC | $8M | 110,860 |
| 13 | MORGAN STANLEY ETF TRUST | $8M | 151,824 |
| 14 | GOLDMAN SACHS ETF TR | $7M | 142,234 |
| 15 | VANGUARD MALVERN FDS | $7M | 84,773 |
| 16 | SPDR SERIES TRUST | $6M | 24,013 |
| 17 | ISHARES TR | $6M | 18,695 |
| 18 | NVIDIA CORPORATION | $5M | 30,040 |
| 19 | ALPHABET INC | $5M | 17,143 |
| 20 | TESLA INC | $5M | 12,913 |
| 21 | ARROWHEAD PHARMACEUTICALS IN | $5M | 75,000 |
| 22 | GOLDMAN SACHS PHYSICAL GOLD | $5M | 100,604 |
| 23 | APPLE INC | $5M | 18,211 |
| 24 | MICROSOFT CORP | $5M | 12,245 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $4M | 9,313 |
| 26 | VANGUARD INTL EQUITY INDEX F | $4M | 51,373 |
| 27 | AMAZON COM INC | $4M | 18,349 |
| 28 | UNION PAC CORP | $3M | 13,780 |
| 29 | BLACKROCK ETF TRUST | $3M | 101,425 |
| 30 | ISHARES TR | $3M | 17,210 |
| 31 | BLACKROCK ETF TRUST | $3M | 88,874 |
| 32 | SCHWAB STRATEGIC TR | $3M | 125,148 |
| 33 | ISHARES TR | $3M | 13,152 |
| 34 | VANGUARD INDEX FDS | $3M | 9,754 |
| 35 | JPMORGAN CHASE & CO | $3M | 8,788 |
| 36 | WALMART INC | $3M | 20,571 |
| 37 | LISTED FDS TR | $2M | 66,660 |
| 38 | BROADCOM INC | $2M | 7,093 |
| 39 | META PLATFORMS INC | $2M | 3,661 |
| 40 | ISHARES TR | $2M | 20,085 |
| 41 | ISHARES TR | $2M | 84,529 |
| 42 | WILLIAMS COS INC | $2M | 24,273 |
| 43 | INVESCO EXCHANGE TRADED FD T | $2M | 9,062 |
| 44 | SPDR SERIES TRUST | $2M | 22,465 |
| 45 | VISA INC | $2M | 5,381 |
| 46 | MCDONALDS CORP | $2M | 4,862 |
| 47 | NEXTERA ENERGY INC | $2M | 16,175 |
| 48 | STATE STR SPDR S&P 500 ETF T | $1M | 2,224 |
| 49 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 50 | ISHARES TR | $1M | 13,689 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.