Universe · entity

Pinion Investment Advisors, LLC

Institutional manager (13F) · CIK 1738738
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $354M
#IssuerValueShares
1VANGUARD INDEX FDS$83M138,703
2ISHARES TR$31M47,335
3EA SERIES TRUST$16M134,014
4VANGUARD INDEX FDS$15M33,603
5ISHARES TR$13M129,266
6J P MORGAN EXCHANGE TRADED F$12M263,252
7ISHARES TR$10M113,280
8SPDR SERIES TRUST$10M299,800
9CALAMOS ETF TR$8M327,205
10BLACKROCK ETF TRUST$8M137,451
11ISHARES TR$8M169,968
12ISHARES INC$8M110,860
13MORGAN STANLEY ETF TRUST$8M151,824
14GOLDMAN SACHS ETF TR$7M142,234
15VANGUARD MALVERN FDS$7M84,773
16SPDR SERIES TRUST$6M24,013
17ISHARES TR$6M18,695
18NVIDIA CORPORATION$5M30,040
19ALPHABET INC$5M17,143
20TESLA INC$5M12,913
21ARROWHEAD PHARMACEUTICALS IN$5M75,000
22GOLDMAN SACHS PHYSICAL GOLD$5M100,604
23APPLE INC$5M18,211
24MICROSOFT CORP$5M12,245
25BERKSHIRE HATHAWAY INC DEL$4M9,313
26VANGUARD INTL EQUITY INDEX F$4M51,373
27AMAZON COM INC$4M18,349
28UNION PAC CORP$3M13,780
29BLACKROCK ETF TRUST$3M101,425
30ISHARES TR$3M17,210
31BLACKROCK ETF TRUST$3M88,874
32SCHWAB STRATEGIC TR$3M125,148
33ISHARES TR$3M13,152
34VANGUARD INDEX FDS$3M9,754
35JPMORGAN CHASE & CO$3M8,788
36WALMART INC$3M20,571
37LISTED FDS TR$2M66,660
38BROADCOM INC$2M7,093
39META PLATFORMS INC$2M3,661
40ISHARES TR$2M20,085
41ISHARES TR$2M84,529
42WILLIAMS COS INC$2M24,273
43INVESCO EXCHANGE TRADED FD T$2M9,062
44SPDR SERIES TRUST$2M22,465
45VISA INC$2M5,381
46MCDONALDS CORP$2M4,862
47NEXTERA ENERGY INC$2M16,175
48STATE STR SPDR S&P 500 ETF T$1M2,224
49BERKSHIRE HATHAWAY INC DEL$1M2
50ISHARES TR$1M13,689
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.