account_balance
Investment manager · 13F filer · SEC CIK 1738738
Pinion Investment Advisors, LLC
Reported value$564Mas of Sep 30, 2026
Positions206 14 new, 12 sold out
Top 10 weight51.0%VOO alone is 19%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
18.7%Added +7%
IVViShares Tr
9.3%Added +10%
BOXXEa Series Trust
4.5%Trimmed −13%
SGOViShares Tr
4.3%Added +85%
CAIECalamos ETF Tr
3.1%Added +44%
JPIEJ P Morgan Exchange Traded F
2.9%Added +3%
IEFAiShares Tr
2.3%Added +5%
VUGVanguard Index FDS
2.3%−18%
SPIBSPDR Series Trust
1.9%
DYNFBlackRock ETF Trust
1.8%Added +8%
XNTKSPDR Series Trust
1.7%
SPRX1.7%
VOOVanguard Index FDS
18.7%Added +7%
IVViShares Tr
9.3%
BOXXEa Series Trust
4.5%
SGOViShares Tr
4.3%
CAIE3.1%
JPIE2.9%
IEFA2.3%
VUG2.3%
SPIB1.9%
DYNF1.8%
XNTK1.7%
SPRX1.7%
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
VOO Vanguard Index FDS 18.7% Added +7%
IVV iShares Tr 9.3% Added +10%
BOXX Ea Series Trust 4.5% Trimmed −13%
SGOV iShares Tr 4.3% Added +85%
CAIE Calamos ETF Tr 3.1% Added +44%
JPIE J P Morgan Exchange Traded F 2.9% Added +3%
IEFA iShares Tr 2.3% Added +5%
VUG Vanguard Index FDS 2.3% Trimmed −18%
SPIB SPDR Series Trust 1.9% Added +7%
DYNF BlackRock ETF Trust 1.8% Added +8%
XNTK SPDR Series Trust 1.7% Held
SPRX Listed FDS Tr 1.7% Added +85%
What changed
Biggest moves since Jun 30, 2026
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