Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinion Investment Advisors, LLC (CIK 1738738) reported $526.8M across 204 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($96.6M, 18.33%), IVV ($46.8M, 8.88%), BOXX ($29.1M, 5.52%), JPIE ($16.1M, 3.05%), VUG ($14.8M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $96.6M | 18.33% | 140,626 | Added |
| 2 | IVV | ISHARES TR | $46.8M | 8.88% | 62,470 | Added |
| 3 | BOXX | EA SERIES TRUST | $29.1M | 5.52% | 248,506 | Added |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $16.1M | 3.05% | 349,358 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $14.8M | 2.80% | 171,347 | Added |
| 6 | SGOV | ISHARES TR | $13.1M | 2.48% | 129,837 | Added |
| 7 | CAIE | CALAMOS ETF TR | $12.4M | 2.36% | 456,973 | Added |
| 8 | IEFA | ISHARES TR | $12.4M | 2.35% | 128,146 | Added |
| 9 | SPIB | SPDR SERIES TRUST | $10.1M | 1.93% | 303,236 | Added |
| 10 | XNTK | SPDR SERIES TRUST | $9.7M | 1.84% | 24,801 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $9.1M | 1.73% | 133,709 | Trimmed |
| 12 | IUSB | ISHARES TR | $8.8M | 1.68% | 191,311 | Added |
| 13 | EVTR | MORGAN STANLEY ETF TRUST | $8.7M | 1.66% | 172,412 | Added |
| 14 | IEMG | ISHARES INC | $8.2M | 1.55% | 98,639 | Trimmed |
| 15 | GMUB | GOLDMAN SACHS ETF TR | $8.1M | 1.53% | 157,167 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $7.1M | 1.36% | 35,699 | Added |
| 17 | GOOGL | ALPHABET INC | $6.6M | 1.26% | 18,558 | Added |
| 18 | VCRB | VANGUARD MALVERN FDS | $6.3M | 1.20% | 81,634 | Trimmed |
| 19 | SPRX | LISTED FDS TR | $6.3M | 1.19% | 107,873 | Added |
| 20 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $6.1M | 1.16% | 75,000 | Hold |
| 21 | AAPL | APPLE INC | $5.9M | 1.12% | 20,356 | Added |
| 22 | GOVT | ISHARES TR | $5.8M | 1.11% | 256,039 | Added |
| 23 | TSLA | TESLA INC | $5.6M | 1.07% | 13,364 | Added |
| 24 | MSFT | MICROSOFT CORP | $5.1M | 0.97% | 13,714 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.94% | 9,910 | Added |
Source: SEC Form 13F filings · as of 2026-06-30