Pinion Investment Advisors, LLC

Est. AUM

$427.9M

13F long equity, this entity only

Positions

180

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$82.9M	138703	19.37%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$30.9M	47335	7.23%	SOLE
3	EA SERIES TRUST	ALPHA ARCH 1-3	$15.6M	134014	3.64%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$14.7M	33603	3.43%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$13.0M	129266	3.04%	SOLE
6	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$12.1M	263252	2.83%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$10.3M	113280	2.40%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$10.1M	299800	2.35%	SOLE
9	CALAMOS ETF TR	AUTOCALLABLE INC	$8.2M	327205	1.92%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.0M	137451	1.87%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$7.9M	169968	1.83%	SOLE
12	ISHARES INC	CORE MSCI EMKT	$7.7M	110860	1.81%	SOLE
13	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$7.7M	151824	1.80%	SOLE
14	GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$7.2M	142234	1.69%	SOLE
15	VANGUARD MALVERN FDS	CORE BD ETF	$6.6M	84773	1.53%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	24013	1.43%	SOLE
17	ISHARES TR	S&P 100 ETF	$5.9M	18695	1.39%	SOLE
18	NVIDIA CORPORATION	COM	$5.2M	30040	1.22%	SOLE
19	ALPHABET INC	CAP STK CL A	$4.9M	17143	1.15%	SOLE
20	TESLA INC	COM	$4.8M	12913	1.12%	SOLE
21	ARROWHEAD PHARMACEUTICALS IN	COM	$4.7M	75000	1.10%	SOLE
22	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$4.6M	100604	1.09%	SOLE
23	APPLE INC	COM	$4.6M	18211	1.08%	SOLE
24	MICROSOFT CORP	COM	$4.5M	12245	1.06%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	9313	1.04%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$4.2M	51373	0.99%	SOLE
27	AMAZON COM INC	COM	$3.8M	18349	0.89%	SOLE
28	UNION PAC CORP	COM	$3.3M	13780	0.78%	SOLE
29	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.3M	101425	0.78%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$3.3M	17210	0.77%	SOLE
31	BLACKROCK ETF TRUST	ISHARES US THEMA	$3.2M	88874	0.75%	SOLE
32	SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.2M	125148	0.75%	SOLE
33	ISHARES TR	MSCI USA MMENTM	$3.2M	13152	0.74%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	9754	0.73%	SOLE
35	JPMORGAN CHASE & CO	COM	$2.6M	8788	0.60%	SOLE
36	WALMART INC	COM	$2.6M	20571	0.60%	SOLE
37	LISTED FDS TR	SPEAR ALPHA ETF	$2.4M	66660	0.55%	SOLE
38	BROADCOM INC	COM	$2.2M	7093	0.51%	SOLE
39	META PLATFORMS INC	CL A	$2.1M	3661	0.49%	SOLE
40	ISHARES TR	10-20 YR TRS ETF	$2.0M	20085	0.47%	SOLE
41	ISHARES TR	US TREAS BD ETF	$1.9M	84529	0.45%	SOLE
42	WILLIAMS COS INC	COM	$1.8M	24273	0.41%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	9062	0.41%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	22465	0.40%	SOLE
45	VISA INC	COM CL A	$1.6M	5381	0.38%	SOLE
46	MCDONALDS CORP	COM	$1.5M	4862	0.35%	SOLE
47	NEXTERA ENERGY INC	COM	$1.5M	16175	0.35%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2224	0.34%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.34%	SOLE
50	ISHARES TR	CONV BD ETF	$1.4M	13689	0.33%	SOLE

1–50 of 180

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.