Pinion Investment Advisors, LLC: 13F holdings
CIK 17387382026Q2
| Positions | 204 |
|---|
| Reported value | $526.8m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 204 (+24 vs prior quarter) |
|---|
| Reported value | $526.8m (+23.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 140,626 | $96.6m | 18.3% |
| IVV ISHARES TR | 62,470 | $46.8m | 8.9% |
| BOXX EA SERIES TRUST | 248,506 | $29.1m | 5.5% |
| JPIE J P MORGAN EXCHANGE TRADED F | 349,358 | $16.1m | 3.1% |
| VUG VANGUARD INDEX FDS | 171,347 | $14.8m | 2.8% |
| SGOV ISHARES TR | 129,837 | $13.1m | 2.5% |
| CALAMOS ETF TR | 456,973 | $12.4m | 2.4% |
| IEFA ISHARES TR | 128,146 | $12.4m | 2.3% |
| SPIB SPDR SERIES TRUST | 303,236 | $10.1m | 1.9% |
| XNTK SPDR SERIES TRUST | 24,801 | $9.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1738738")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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