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

Pinion Investment Advisors, LLC

$428M in tracked AUM across 181 positions as of Q1 2026.

PI
CIK 0001738738 · last filed Mar 31, 2026
Total AUM
$428M
as of Q1 2026
Holdings
181
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Pinion Investment 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
VOO
VANGUARD INDEX FDS
$83M139K19.4%02
IVV
ISHARES TR
$31M47K7.2%03
BOXX
EA SERIES TRUST
$16M134K3.6%04
VUG
VANGUARD INDEX FDS
$15M34K3.4%05
SGOV
ISHARES TR
$13M129K3.0%06
JPIE
J P MORGAN EXCHANGE TRADED F
$12M263K2.8%07
IEFA
ISHARES TR
$10M113K2.4%08
SPIB
SPDR SERIES TRUST
$10M300K2.3%09
CAIE
CALAMOS ETF TR
$8M327K1.9%10
DYNF
BLACKROCK ETF TRUST
$8M137K1.9%

Filing history

2026Q1Mar 31
$428M▲ 4.5%
181 positionsView →2025Q4Dec 31
$410M▲ 11.9%
173 positionsView →2025Q3Sep 30
$366M▲ 26.2%
168 positionsView →2025Q2Jun 30
$290M▲ 92.3%
163 positionsLocked2025Q1Mar 31
$151M▼ 40.0%
107 positionsLocked2024Q4Dec 31
$251M▲ 5.2%
155 positionsLocked2024Q3Sep 30
$239M▲ 18.8%
154 positionsLocked2024Q2Jun 30
$201M▲ 4.4%
141 positionsLocked2024Q1Mar 31
$193M▲ 15.9%
149 positionsLocked2023Q4Dec 31
$166M▲ 7.9%
148 positionsLocked2023Q3Sep 30
$154M▲ 4.3%
156 positionsLocked2023Q2Jun 30
$148M▲ 38.4%
160 positionsLocked
Showing 12 of 30