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Filers›Holding Co.›Pinion Investment Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Pinion Investment Advisors, LLC

Pinion Investment's holding co. based in Boston, MA — $428M in tracked AUM across 181 positions as of Q1 2026.

PI
Pinion Investment·Boston, MA·Holding Co.
CIK 0001738738 · last filed Mar 31, 2026
Total AUM
$428M
▼ 15.0%
vs prior
Holdings
181
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Pinion
haiku-4-5 · 181 positions indexed
Sector mix
  • Tech7%
  • Financials12%
  • Cons. Disc.4%
  • Communications15%
  • Industrials43%
  • Other19%
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