13F Insight
DOSSIER · 13F-HR · Q1 2026

Pettinga Financial Advisors LLC

Pettinga Financial's asset manager based in Stamford, CT — $531M in tracked AUM across 163 positions as of Q1 2026.

PF
Pettinga Financial·Stamford, CT·Asset Manager
CIK 0001694592 · last filed Mar 31, 2026
Total AUM
$531M
▼ 16.1%
vs prior
Holdings
163
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Pettinga Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$38M59K7.2%
02
CORO
BLACKROCK ETF TRUST
$32M992K6.0%
03
IVE
ISHARES TR
$31M149K5.9%
04
IVW
ISHARES TR
$30M262K5.6%
05
LRGF
ISHARES TR
$27M416K5.2%
06
GLD
SPDR GOLD TR
$22M51K4.1%
07
PRF
INVESCO EXCHANGE TRADED FD T
$20M428K3.8%
08
SPY
STATE STR SPDR S&P 500 ETF T
$18M27K3.3%
09
QUAL
ISHARES TR
$15M80K2.9%
10
MTUM
ISHARES TR
$14M58K2.6%

Filing history

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