account_balance
Investment manager · 13F filer · SEC CIK 1694592
Pettinga Financial Advisors LLC
Reported value$606Mas of Sep 30, 2026
Positions158 16 new, 14 sold out
Top 10 weight47.5%IVV alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.0%Trimmed −17%
COROBlackRock ETF Trust
6.7%Added +4%
IVWiShares Tr
5.9%
LRGFiShares Tr
5.1%Trimmed −2%
IVEiShares Tr
4.5%
SPYSPDR S&P 500 ETF Trust
3.7%Trimmed −7%
PRFInvesco Exchange Traded Fd T
3.6%Trimmed −7%
GOVTiShares Tr
3.2%Added +6%
GLDSPDR Gold Trust
3.1%
IALTBlackRock ETF Trust
2.7%+3%
AAPLApple Inc.
2.7%Trimmed −2%
BLCRBlackRock ETF Trust
2.2%+49%
IVViShares Tr
9.0%Trimmed −17%
COROBlackRock ETF Trust
6.7%Added +4%
IVWiShares Tr
5.9%
LRGFiShares Tr
5.1%Trimmed −2%
IVEiShares Tr
4.5%
SPYSPDR S&P 500 ETF Trust
3.7%
PRFInvesco Exchange Traded Fd T
3.6%
GOVTiShares Tr
3.2%
GLDSPDR Gold Trust
3.1%
IALT
AAPLBLCR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.0% Trimmed −17%
CORO BlackRock ETF Trust 6.7% Added +4%
IVW iShares Tr 5.9% Held
LRGF iShares Tr 5.1% Trimmed −2%
IVE iShares Tr 4.5% Held
SPY SPDR S&P 500 ETF Trust 3.7% Trimmed −7%PRF Invesco Exchange Traded Fd T 3.6% Trimmed −7%
GOVT iShares Tr 3.2% Added +6%
GLD SPDR Gold Trust 3.1% HeldIALT BlackRock ETF Trust 2.7% Added +3%
AAPL Apple Inc. 2.7% Trimmed −2%BLCR BlackRock ETF Trust 2.2% Added +49%
What changed
Biggest moves since Jun 30, 2026
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