13F Insight
DOSSIER · 13F-HR · Q2 2026

Pinion Investment Advisors, LLC

$527M in tracked AUM across 205 positions as of Q2 2026.

PI
CIK 0001738738 · last filed Jun 30, 2026
Total AUM
$527M
as of Q2 2026
Holdings
205
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Pinion Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$97M141K18.3%02
IVV
ISHARES TR
$47M62K8.9%03
BOXX
EA SERIES TRUST
$29M249K5.5%04
JPIE
J P MORGAN EXCHANGE TRADED F
$16M349K3.1%05
VUG
VANGUARD INDEX FDS
$15M171K2.8%06
SGOV
ISHARES TR
$13M130K2.5%07
CAIE
CALAMOS ETF TR
$12M457K2.4%08
IEFA
ISHARES TR
$12M128K2.3%09
SPIB
SPDR SERIES TRUST
$10M303K1.9%10
XNTK
SPDR SERIES TRUST
$10M25K1.8%

Filing history

2026Q2Jun 30
$527M▲ 23.0%
205 positionsView →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 positionsLocked
Showing 12 of 31